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Mastering Pivot Table

This workshop is designed for finance and accounting professionals, who work on raw datasets derived from different sources and used for solving multiple business problems. This workshop will help you create expert Pivot tables and graphical representations to create an insightful self-sufficient dashboard.

Our expert trainer will work with all the participants on different data sets and work on practical examples to help them gain expertise in creating complex pivot dashboards and reports.

Hands on exercises will be given by working on complex workbooks helping participants to summarize and organize data for meaningful reporting and help them derive insights.

Course Outline

Mastering Pivot Tables:

  1. Creating Pivot tables
    • Creating a Pivot table report
    • Learning pivot table shortcuts
    • Create informative summaries
  2. Mastering tips and tricks in Pivots
    • Advanced Sorting and Filtering in Pivots
    • Creating multiple drill down reports through a single Pivot
  3. Grouping Data in Pivots
    • Grouping texts in Pivots
    • Grouping Numeric’s in pivots
    • Group Date and Time functions
  4. Inserting Formulas and Functions in Pivots
    • Use pivot table data for further calculations
    • Inserting New field’s in a pivot table
    • Adding advanced Formulas in Pivots
    • Create enhanced calculated measures within a single pivot
  5. Inserting Graphs/Charts in Pivots
    • Creating Charts within Pivots
    • Adding Dropdowns to pivots and charts
    • Building complex charts
  6. Using Data Modelling in Pivots
    • Using multiple excel files in one pivot table
    • Create Data Models
  7. Generate dynamic pivot reports
    • Playing around with Pivot data
    • Change representations with a click of a button
    • Automated reporting without macros
  8. Mastering Pivot table dashboards
    • Link multiple worksheets
    • Generate insights through Pivots
    • Trend Analysis
    • Analyzing Pivots
  9. Introduction to Power Pivots
  10. Create your own Dynamic Pivot dashboard

Learning Outcomes

The participants of this workshop will learn complex calculation and shortcuts to create an expert pivot table dashboard thereby generating meaningful and insightful information to perform their daily tasks efficiently

This workshop will also help the participants to learn How pivot tables can increase their productivity in their day to day work

Pre-Requisites

All participants should have their laptop with preinstalled MS office 2010 and above

Who Should Attend

Finance and accounting professionals (such as Accountants, Controllers, Finance managers, Auditors and all accounting professionals) who use excel not only for day to day processing but also for interpretation and data mining to convert raw data to meaningful analysis.

The aim of the course is to make the participants learn advanced Pivot table tips and techniques in a way that helps you enhance your productivity, speed and make your work much easy to interpret.

You can discuss your unique requirements at +65 84831463 or simply fill the required details on Enquiry Now Page and send us at info@outsourcingwise.com

Enquire Now

Course Cancellation / Reschedule Policy

OutsourcingWise reserves the right to cancel or reschedule the course due to unforeseen circumstances. If the course is cancelled from our end, management will refund 100% to its participants

Note: the minimal class size to start the class would be 3 pax