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Pivot Tables > Program Details
A. Design Reports to Meet Specific Business Needs
Learn the Pivot Table fundamentals to confidently convert any data into meaningful Pivot Table Business Reports.
- Begin with source data in excel or text format
- Design and develop Pivot Table database
- Create basic Pivot Table report
- Figure out which data to put in row, column, or page areas on the report layout
- Change the order in which items are sorted
- Get more information out of the data by using more than one field in the same drop area
Case study
Construct a proper Pivot dataset and create a Pivot Table Business Report
B. Enhance Basic Pivot Table Report with Custom Pivot Functions
This segment will illustrate how to generate the various reports required without the use of extensive mathematical formulas or programming.
- Improve the way data is presented - format the Pivot Table fields
- Rename the system field names to user-friendly field names
- Use defined functions other than count or sum for detailed analysis
- Know the usefulness of subtotals and learn to create and remove them
- Create additional analysis between value fields without creating new data set
- Show and hide options to show only the information required and hide what’s not
- Sort in more than one way in a Pivot Table
- Produce exception Business Reports with focus on the Top or Bottom 10
- Group the Pivot fields for easy reference and comparison for end users
- Change the way the Business Report is presented - format the Pivot Table Report
Case study
Construct a proper Pivot dataset and create a Pivot Table Business Report
C. Graphical Representation of the Business Report - Pivot Charts
Learn the Pivot Table fundamentals to confidently convert any data into meaningful Pivot Table Business Reports.
- Create a proper Pivot Table for conversion into Pivot Charts
- Understand the components of Pivot Charts
- Modify Pivot Charts to create a visual representation of your data
- Complete the Pivot Table Business Reports with Pivot Charts
Case study
Create a Pivot Table report showing count of invoice and sales value by book category and accompanying Pivot Charts
D. Live Case Study
This is the highlight of the program whereby the specific case selected at the start of the program by the participants will be solved. At this point, you will be amazed at your new found ability to formulate an appropriate solution to this case study having completed the preceding segments.
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