Easy Dashboards with Pivot Tables and Pivot Charts

Who is this course for?

This specialist hands on session is for you if you need to analyse data, quickly and efficiently and present it to others. This course presumes no prior knowledge of Pivot Tables.

What are the benefits

At the end of this half day course you will have a good understanding of the power of Pivot Tables and be able to create and manipulate Pivot Tables and Pivot Charts, and create a Dashboard utilising Pivot Tables

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Course Duration

3 Hours

Course Content

Getting Started

  • What are Pivot Tables and Pivot Charts?
  • Understand how data should be prepared for Pivot Tables
  • Recognise data types and how they are managed
  • Overview of the Pivot Table elements, Ribbons and Task Pane
  • Understand the use of Pivot Table fields
  • Layout the Pivot report

Creating Pivot Tables

  • Creating your first Pivot Table
  • Using recommended Pivot Tables (2013)
  • Configuring a Pivot Table
  • Connecting to data sources

Manipulating Pivot Tables

  • Manage subtotals and grand totals
  • Change the summary operation
  • Use the search feature to filter data (2010 & 2013) Filter data by selection
  • Filter data by rule
  • Create and extract data using report filters
  • Use filters to extract the top and bottom values
  • Sort data within the Pivot Table
  • Group data to show trends
  • Change and update the data source

Formatting Pivot Tables

  • Customise the Pivot Table layout
  • Use Pivot Table Styles
  • Add and remove subtotals
  • Insert blank rows to highlight data
  • Deal with blank cells
  • Control numeric formats


  • Find the total value of data
  • Calculate the average, minimum and maximum values
  • Understand why some fields count data
  • Create a running total
  • Calculate each fields percentage of the grand total

Pivot Charts

  • Create and format Pivot Charts to display trends

Reporting and Printing

  • Create and print filtered reports
  • Print each item on its own page
  • Print Pivot Charts


  • Create a Pivot Table dashboard

What our users say


  • A very good course, trainer had good knowledge and delivered well
  • I like the fact that you have selected topics/functions on the basis of their interest/possible use - course is much more than pertinent and a better use of time
  • Very friendly and helpful trainer
  • Ray is the only IT Trainer who has ever inspired me with enough confidence to learn effectively
  • It was very good, I really enjoyed it and learnt a lot
  • I will definitely use the Pivot Tables at work in the future! Thank you for such a great training day!
  • Will ensure my team all attend (they all work remotely)
  • Exactly what I was hoping to learn, thanks

  • Contact Us
  • 44 (0) 208 681 1485
  • 44 (0) 7794 0689 6985

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