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Microsoft Excel Dashboard and PivotTable Workshop  (MO16EX901)

Time: 9am - 4pm
Duration: 1 day

Compatible with 2016


A pivot table doesn’t actually change the spreadsheet or database table itself, but instead allows the user to quickly reorganize and manipulate the data, and create a summary to accomplish analysis tasks.


MO16EX301MO16EX301—Microsoft Excel 2016 - Part Three or equivalent is mandatory.

This course is currently available in another city, on demand or for private classes only. Call us at 888.484.2933 to learn more about our flexible scheduling options or complete our Information Request Form and we will contact you to arrange a class date that is suitable to your availability.

Course Outline

  • Pivot Table Fundamentals
    • Create a pivot table
    • Add/Remove pivot table Fields
    • Rearrange the layout of pivot table
    • Rename a field
    • Add a new field
    • Work with value areas
    • Reveal the source data
  • Summarize Data
    • Use functions to summarize values
    • Display values as percentages
    • Compare totals and base value
    • Show running totals
    • Change the sort order
    • Show the ranking values
    • Changing the analysis function
  • Filters and Slicers
    • Filter data using the report filter
    • Filter data using the pivot table filters
    • Organize the pivot table through the use of slicers
  • Design the Pivot Table
    • Styling the pivot table
    • Display sub-totals in different positions
    • Remove Grand Totals 
    • Tabular view
    • Outline view
    • Formatting numbers in the data area
  • Group Data
    • Creating custom groups
    • Group data by date
    • Group data by range
  • Work with Multiple Tables
    • Create and manage table relationships
  • Consolidation Ranges
    • Consolidate data using a pivot table
    • Work with consolidated data
  • Pivot Table Calculations
    • Create calculated items and fields
    • Work the calculated Items and fields
    • Understanding the GetPivotData Function
  • Pivot Charts
    • Create and format a pivot chart report
    • Work with pivot chart report  data
  • Dashboard
    • Understanding Dashboard
    • Create a dashboard

Private training is available for this course.

Call us at 1-888-484-2933 to learn more about our flexible scheduling options or complete our Information Request Form.

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