Streamlined Excel Reporting Series Session 3: PivotTables Displays and Alternatives
Structured practice can enhance your skills in using Excel PivotTables for more effective data organization and presentation.
Format
Webcast
NASBA Field of Study
Computer Software and Applications
Level
Intermediate
CPE Credits
2
Instructor
Liam Bastick
Availability
Product Number
VCL2PIV3250828
Essential techniques for displaying data in alternative ways
You’ll work alongside an expert instructor as you practice using PivotTables and exploring creative alternatives for insightful data presentation. You’ll learn techniques for effective data presentation, including:
- Filtering and sorting data
- Cleaning and organizing data through text manipulation
- Using dynamic features to summarize and analyze large datasets
- Using slicers and filters for visual filtering
Highlighting key Excel features through guided practice
You’ll walk through realistic scenarios that show alternative functions for greater data management, such as:
- GROUPBY
- PIVOTB
- PERCENTOF
In addition, various text functions such as TEXTJOIN and TEXTSPLIT will be explained, highlighting how to concatenate and split text strings efficiently.
Session 3 is one of four individual sessions. Each session builds on the previous one, so consider watching Streamlined Excel Reporting Series Session 4: External Data and PivotCharts to tackle real-world issues and create powerful workbooks.
Key Topics
- Show Value As
- Sorting
- Filtering
- PivotTable alternatives (GROUPBY, PIVOTBY, and PERCENTOF)
- Text Functions (TEXTJOIN and TEXTSPLIT)
Learning Outcomes
- Apply PivotTable features to display data in multiple formats, enhancing data analysis.
- Determine effective use of filtering and sorting with PivotTables.
- Identify PivotTable alternative functions and text functions for data analysis and organization.
Who Will Benefit
All accounting and finance professionals
Group ordering for your team
2 to 5 registrants
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