This week’s hint and tip is about pivot tables and how to create them in your spreadsheets in Excel. This is on our Advanced Excel training course but as they are so popular we decided to do a hint and tip on it too. We are going to go through it now below.

Pivot Tables

One of the most useful and powerful features companies can use in Excel is the ability through Pivot Tables to analyse and summarise data. We deliver the following training locally:

• IT Training Warwickshire
• IT Training Worcestershire
• IT Training Gloucestershire
• IT Training Herefordshire

We also train IT in other counties and always seek to provide the essential skills in Excel and there’s no better way to analyse data in Excel than through a Pivot Table so… Firstly, what is a Pivot Table and Chart and secondly how simple is it to create one?

Data Sheet

It is really important to set up your list with details of the transactions in a certain way. Follow these rules and it’s a great start:

• All your data on 1 sheet (even months/years as it’s very easy to filter by month/year)
• Row 1 to contain field column headings: all different and not too long
• Rows 2 onwards with no blank rows and no blank columns to contain your transaction data
• No merge cells anywhere

Pivot Table layout

Once you have your Pivot Table again follow these steps:

• Fill in the 4 boxes at the bottom right of your screen which allow you to design the PT with column/rows/filters and at least 1 value. The value may well be a quantity/sales value/product margin etc.
• Drag and drop these fields (this is simple to do) until you are happy with the layout
• Use Slicers to make filtering of the data easy

Below is a video which takes you through a live example on creating a Pivot Table and then a Pivot Chart.

Once you have these in place it’s a case of updating your transaction data and updating the data source so that the PT takes on board the latest data.

We hope you liked this hint and tip on creating pivot tables in Excel, why not take a look at our previous one on the BODMAS concept?

We have delivered Excel training courses in Worcestershire and Herefordshire recently where Pivot Tables have made a major impact on the efficiency of those businesses.

For all details of our Excel courses and details of IT training Herefordshire as well as the other counties we train in, please visit our web site here or phone us 07903 840105.

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Comments from attendees on an Advanced Excel 2013 Training course on 23rd & 27th January run on their premises:

“Best part of the course: interactive and informative”.

“Best part of the course: enjoyed the varied learning style; some listening, some doing on own, some team work, etc.”.

“Very good. Best part of the course: how easy it was to follow (made tricky things seem easy)”.

“Clear and informative. Best part of the course: finding shorter ways of finding/sorting info and Pivot Tables”.

“Clear guidance and notes. Best part of the course: Pivot Tables, Vlookup, data validation”.

“Enjoyed today’s session, really got me thinking. Best part of the course: charts, validation, Vlookup”.

– Maria, Jane, Amelia, Maegan, Debby and Nia

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Comments from attendees on a Bespoke Excel Pivot Tables and Charts course run on their premises:

“Very clear (and patient!) tutor. Best part of the course: practical exercises”.

“Well explained to ensure understand. Best part of the course: learning new skills in pivot tables”.

“Very clear and plenty of detail. Best part of the course: it was all beneficial”.

“Very Good. Best part of the course: small group”.

– Phil, Leanne, Linda and Michael

The post Excel Pivot Tables and Charts 2013 | Antolin Interiors appeared first on JPL IT Training Ltd.

“Fantastic, clear instructions. Best part of the course: practical application of techniques”.

“Lots of info, very detailed and thorough. Best part of the course: learning about charts, formulas”.

“Charting part was very interesting and definitely will be used in practice. Best part of the course: charting, individual exercises”.

“Useful tips and logical progression through new topics. Best part of the course: tips and chart/pivot most relevant, formulas/statements for future use”.

“Notes are very clear and the ‘hands-on’ work was helpful”.

– Diane, Lucy, Ilona, Doug and Gary

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