Surgent's Data Analytics Readiness Series: PivotTables - On-Demand Webcast

Overview

This one-hour course will provide users with hands-on practice using PivotTables and Excel. Users will learn and apply skills to create, structure, and analyze data using PivotTables. The benefits and limitations of PivotTables will be discussed. Users will be introduced to Power Pivot and Online Analytics Processing within it.

This course is one in a ten-part certification series, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals, by Surgent IQ.

Highlights

Fields in a PivotTable
Benefits of PivotTable
Contextual tabs for a PivotTable
Field setting dialog box
Value field setting dialog box
Pivot table options
Exercises- PivotTables
- Creating a PivotTable
- Grouping by date
- Sorting a PivotTable
- Filtering a PivotTable
- Calculations in a PivotTable
- Slicers and timelines
- Introduces OLAP (Online Analytical Processing) pivot tables in Power Pivot

Prerequisites

Intermediate knowledge of Excel

Designed For

Accountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas

Objectives

Understand the applicable Excel skills that will be required in making the transition to data analyst
Understand the uses, benefits, and limitations of PivotTables in Excel
Apply Excel skills to create, structure, and operate PivotTables using predefined data
Perform sorting, filtering, and calculations within PivotTables
Understand Online Analytical Processing and when it is used in Power Pivot