Excel Boot Camp: PivotTables & Dashboards

Boot Camp4 DaysVersion 365Official CPE Provider

Build practical, job-ready Excel skills with hands-on, instructor-led training focused on real business tasks.

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

4 lessons · 26 topics

Session 1: PivotTables and PivotCharts (2 Days)

1Day 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

2Day 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)

3Day 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

4Day 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

Excel Solutions Team
Kirkwood Tower, 11757 Katy Fwy, Suite 1300, Houston, TX 77079
(713) 589-2655 · contactinfo@excelsolutionsteam.com · excelsolutionsteam.com

Official CPE Provider (TX State Board of Public Accountancy)
BBB Accredited since 2006 · 20+ years training Houston professionals