| Use Pivot Tables to Organize, Summarize & Analyze Data |
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| Course Description: |
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This course will help you get out from all of that data. It will show you how to quickly organize and summarize your data so that you can analyze it. The course covers everything that you need to know about pivot tables. It starts with having you create a pivot table and then modify and format it. It discusses how to drill down as well as how to create multiple reports from one pivot table. It also discusses how to create and add other formulas and items to an existing pivot table. Finally, it shows you how to update your pivot table with new data without recreating it every time. This is one of, if not the best, feature in Excel. Pivot Tables are a huge time saver if you are working with lots of data. There is an accompanying Excel file that allows you to walk through the examples in the eBook.
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| Learning Objectives: |
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Upon successful completion of this course, participants will be able to:
- Identify a PivotTable and its components and defaults
- Identify the steps needed to create a Pivot Table
- Recognize the steps needed to modify and format a pivot table
- Recognize how to use and modify slicers
- Recognize how to create fields, items and calculations in a Pivot Table
- Identify how to change and/or update underlying data
- Recognize how to create a PivotTable Charta and how it differs from a regular chart
- Identify methods to update a pivot table and locate its data source
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| Course Number: |
PM2036 |
| NASBA Field of Study: |
Computer Software & Applications |
| Level: |
Intermediate |
| Author/Instructor: |
Patricia McCarthy |
| Publication Date: |
February 2026 |
| Prerequisites: |
A good understanding of Excel is needed |
| Version: |
This course is designed for users of Microsoft 365 users but Excel users with earlier versions should experience little difficulty. This course assumes a familiarity with Excel and is intended for an intermediate Excel user.
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