In Depth Pivot Tables and Charts

Who is this course for?

This in depth, hands on course is for you if would like to learn how to fully utilise Pivot Tables and Pivot Charts. This course presumes no prior knowledge of Pivot Tables but would also be useful for you if you are familiar with Pivot Tables but not utilising them fully and would like to go beyond the basics.

What are the benefits

Become the go to Pivot Table and Pivot Chart expert, at the end of this course you will be fully conversant in the use of Pivot Tables and Pivot Charts, you will be able to construct complex summaries and navigate the complexity of Pivot Tables taking advantage of their power. You will be able to format Pivot Tables to make them more readable, add filters and add calculation fields which are unique to the Pivot Table and use the GETPIVOTDATA function to extract data from the Pivot Table.

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Course Duration

1 Day

Course Content

Getting Started

  • What are Pivot Tables/Charts and what are they used for?
  • Preparing and formatting data for use in Pivot Tables
  • Understand data types and how they are managed
  • Overview of the Pivot Table environment
  • Understand what Pivot Table fields are
  • Construct and edit Pivot Tables
  • Using recommended Pivot Tables (2013)
  • Configure a Pivot Table
  • Connect to different data sources

Manipulating Pivot Tables

  • Manage subtotals and grand totals
  • Manipulate the summary operation
  • Summarise on more than one field
  • Sort Pivot Table data
  • Create custom sort orders
  • Filter by selection
  • Filter by rule
  • Create report filters to analyse data
  • Filter data to view best performing data
  • Group data to show trends
  • Change the data source

Slicers (2010 & 2013)

  • Filter data using Slicers
  • Format Slicers
  • Work with connected Slicers to multiple Pivot Tables
  • Filter and format Timelines (2013)

Formatting and Layout

  • Customise the Pivot Table layout
  • Apply Pivot Table Styles
  • Create new Pivot Styles
  • Create subtotals
  • Add blank rows to aid data understanding
  • Create and customise group names
  • Deal with blank cells
  • Format numeric data
  • Apply Conditional Formatting rules to highlight cells
  • Highlight top and bottom data values
  • Edit Conditional Formatting rules
  • Control how multiple rules are applied

Beyond the Basics

  • Recap of basic calculations
  • Create running totals
  • Calculate the percentage of the total
  • Create aggregate calculations
  • Create Calculated Fields and Items
  • Manage changes in the data source
  • Use Table and Named Ranges to ease data refreshing
  • Utilise the GETPIVOTDATA function to extract data

Pivot Charts

  • Create and format Pivot Charts to display trends
  • Link Charts and Pivot Tables to Slicers

Reporting and Printing

  • Extract and print Pivot data and individual reports

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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