Excel
Excel Boot Camp: PivotTables & Dashboards
Build practical, job-ready Excel skills with hands-on, instructor-led training focused on real business tasks.
CPE Eligible - visit /cpe for details.CPE page →
Scheduled dates
No public dates scheduled yet
This course is available for private and onsite training - delivered for your team anywhere in the U.S., or virtually on your schedule. You can also ask us to add it to the public calendar, or let us know you’re interested and we’ll reach out when a date is set.
Course objective
• You will learn advanced, in-depth features of PivotTables •
Prerequisites
To ensure your success, each student should have a general knowledge of Excel PivotTables and basic Excel formulas. Feel free to contact us to discuss if this level is right for you. What is included? Hands-On Training
Course outline
Session 1: PivotTables and PivotCharts (2 Days)
Day 1
- Review best practices and rules to create PivotTables
- Clean up data process
- Insert and modify PivotTables from different data sources
- Customizing and designing PivotTables
- Working with the PivotTable Tools, Options, and Settings
- Group Pivot data
- Sorting Pivot data
Day 2
- Analyzing a PivotTable
- Use multiple Value Fields
- Use Value Field Properties
- Create and modify Calculated Fields and Items
- Filtering a PivotTable (Slicers, Timeline)
- Creating and modify Pivot Charts
- Work with GetPivotData function
Session 2: Dashboards and Interactive Reporting (2 Days)
Day 1
- Review best practices and guidelines to create Dashboards
- Create and modify PivotTables from different data sources
- Create and modify PivotCharts and Slicers
- Tools and options to Import data and link into Excel
- Create, modify, and use Macros for the clean-up process
- Create and modify filtering options using Slicers
Day 2
- Create intermediate formulas for reporting
- Use form controls in a worksheet
- Apply conditional formatting rules to data
- Make all reports interact and summarize your data
- Create Dashboard Templates
- Protection