5.0 CPE This course helps you get out from all of that data. It shows 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.
Course Objectives:
- Learn how to manage and organize data more effectively and transform it into information.
Learning Objectives
- 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.
Last updated/reviewed: March 20, 2024
24 Reviews (135 ratings)
Reviews
Anonymous
(CPA)
The material was fine and taught me a lot about pivot tables, though I'm realizing I like the video sessions better. I think I learned as much from a 1.5 credit filter plus pivot table course as I did in this 5 credit pivot table course, and the additional time here seemed to be spent checking back and forth from the instructions to what I was doing in excel. Maybe it's just personal preference or learning style, but I felt I learned the same quantity faster from the video.
Anonymous
(controller)
the course is straight forward and can be a good guide to pivot tables in excel. there is no need for high level of expertise but at least some ability to juggle with pivots to start does help. there are many different options and possibilities that might not be self evident
Anonymous
(Senior Accountant)
Great to learn some new functions and features in Pivot Table. The PDF material is well organized and relevant for work. I particularly found that creating pivot charts from Pivot tables is beneficial for presenting data.
Anonymous
(accountant)
the course was very thorough when it came to the excel worksheets. they allowed me to work in real time and see how each feature really worked. the course is long but overall was very informative.
Anonymous
()
This is a great course to go over the basics of pivot tables. I use pivot tables daily in my work but I even learned a few new things. Easy to navigate the course and I liked the example files.
Anonymous
(Controller)
Intersting topic clarifies a lot of misconceptions around pivot tables. Always there is new information to learn. Might have been more lively if it was recorded on video
Anonymous
(Manager, Financial Shared Services)
Good overall course. The handbook is well documented. I picked up a few very useful tips. I would have liked a little more detail on the dynamic range.
Anonymous
(Financial Controller)
Information is formatted in such a way that it is easy to follow. Definitely updated me on functions I did not know existed for Pivot Tables.
Anonymous
()
This course had a lot of interesting uses of to pivot tables that I had not previously seen. I was very impressed with the content!
Anonymous
(Vice President)
Very helpful course with a lot of helpful material to assist in my Excel development. Highly recommend the course.
Anonymous
(VP of Finance and Accounting)
Good overview of how to use pivot tables, which are one of the simplest, yet most effective, tools in Excel.
Kimberly McLamb
( at Kimberly McLamb, CPA)
Incredible course, meticulous documentation makes the learning enjoyable and easy to immediately put to use.
Anonymous
(Wireless Data Analyst)
Very long but extremely helpful and valuable. I enjoyed the instructor and the detailed information.
Anonymous
(Sr. Financial Analyst)
I recommend this comprehensive course on pivot tables. Don't learn on youtube, learn here instead.
Jim Ahern
(Principal at AFM)
great course on pivot tables; even though I use pivot tables often, I learned lots of new tricks
Anonymous
()
I prefer courses with presentations and verbal explanations. But the content was informative.
Tiffany Kolar
( at C3.ai, Inc.)
This course had a lot of useful information about utilizing all the features of pivot tables.
Anonymous
(director)
Very comprehensive. Useful nd practical inormation that will really help me manage my data.
Anonymous
()
Extremely useful course on Pivot Tables. Goes beyond the basics that everyone knows.
Anonymous
(Controller)
This course will teach you almost everything you need to know about pivot tables.
Mark Eastman
(Accountant at Self)
Good well written course document. something to save and keep for reference.
Allison Tomko
(Senior Accounting Manager at OEConnection LLC)
Great information about how to use pivot tables and best ways to format etc.
Anonymous
(Director - Accounting)
Great course to learn more on pivot tables and to also practice it.
Anonymous
(IT Advisory Snr. Associate)
Great and interesting course on pivot table for beginners.
Prerequisites
Course Complexity: Intermediate
A good understanding of Excel is needed. Please see Version information.
Version: This course is designed for users of Excel 2019 and Microsoft 365 users, but Excel 2010 and 2013 users should experience little difficulty. This course is NOT intended for 2007 or earlier versions of Excel. It assumes a familiarity with Excel and is intended for an intermediate Excel user.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Course Questions and Answers1 Question
Patricia McCarthyMember
About Illumeo
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- Email: info@illumeo.com
- Phone: 408-400-3993
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is this a self-taught class or do you guide the user during the class?