Course description
Pivot tables are basically a very effective tool, yet they contain many hidden features. You can create your own calculations in the PivotTable using calculation fields. Do you calculate the percentage expression? There is nothing easier than calculating percentages directly in the report using the built-in tool.
With Power Query, the perfect data source for a pivot table can be prepared in almost one click.
You will welcome the dashboard if you process regular reports on a weekly or monthly level. Once you prepare the dashboard in the form of graphs and interactive graphical filters and then only update the source data.
Required knowledge
Knowledge of Excel at a basic level.
Course content
Data source for PivotTables
- basic rules for a data source
PivotTable
- explanation of building a PivotTable model
- setting aggregation functions
- report filtering
- graphic filters - cross sections & timelines
Pivot chart
- creating a chart
- chart adjustment
Power Query - transformation of source data
- consolidation of multiple tables into one
- remove blank lines
- remove duplicates
- flip rows to columns
Advanced reporting features
- calculated field
- percentage expression - values as
- function GETPIVOTDATA
- grouping of calendar data, numbers and texts
- conditional formatting
Creating a dashboard
- data source preparation
- contingency tables and graphs
- insertion of interactive filters - cross sections and timeline
- linking filters to selected PivotCharts
Materials
The course includes trainings materials and excersices.