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Microsoft Excel Dashboard and PivotTable Workshop

Time: 9AM - 4PM Eastern Time (ET)
Duration: 1 Day
Course Code: MO16EX901

In this course, you will learn how to:

  • quickly reorganize and manipulate Excel data
  • create a summary to accomplish analysis tasks


Microsoft Excel 365 - Level Three, or equivalent knowledge or experience is mandatory.

Public Class Schedule

Location Language Date Price Register
Web-based(Opens in new window) English June 17, 2024 $ 545.00
Web-based(Opens in new window) English July 23, 2024 $ 545.00
Web-based(Opens in new window) English August 22, 2024 $ 545.00
Web-based(Opens in new window) English November 12, 2024 $ 545.00
Web-based(Opens in new window) English December 16, 2024 $ 545.00

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.

Required Technical Set-Up for Remote Online Participation
  • 2 monitors or screens. If you don’t have a second monitor connected to your primary computer, you could use a second computer such as a laptop. 1 screen is used to watch the instructor, the second is for you to perform the exercises.
  • High-speed internet connection
  • Google Chrome preferred (Alternative: Microsoft Edge)
  • Speaker & microphone, either built-in to your computer or external
  • For complete set-up information, please visit our web based manual
Our Policies

Registration Information

Classes are from 9:00am - 4:00pm Eastern Standard Time
Registrations are accepted in the order they are received.

Payment Options & Guidelines

We accept the following forms of payment: Visa and MasterCard

FlexPass Booking & Cancellation Policy

Eliquo Training and Development Inc. will make every attempt to be flexible in regard to class cancellations and rescheduling. In an attempt to ensure that everyone enjoys a consistent training experience, Eliquo offers the following policies.

Course Registration Terms

All cancellations and rescheduling requests must be made a minimum of six (6) business days prior to scheduled class. Changes must be made through the Student Support Centre. In the event that a class is cancelled due to insufficient enrollment, you can reserve a seat in the next available class. You will be notified of a class cancellation by email at least five (5) business days in advance of the scheduled class. Eliquo Training and Development Inc. also reserves the right to postpone or cancel a class at any time for just cause such as instructor illness or other environmental factors. Eliquo is not responsible for any error in the delivery of the email notice where the error is due to the recipient’s email client or service.

If an Individual FlexPass participant does not attend classes or does not provide the required cancellation request (as above), two (2) times or more in a single month, and the occurrence happens on two (2) occasions throughout the FlexPass term, the FlexPass may be terminated without a refund.

Eliquo Individual FlexPasses are designated for one person only. Any abuse of the engagement from code sharing or other instances of shared participation under one account will result in the FlexPass being terminated without a refund.

Eliquo reserves the right to limit class participant enrolment to ensure courses are delivered effectively. Most classes are limited to a maximum of 12 participants.

Eliquo's Individual FlexPass program is subject to any applicable taxes.

Classes are offered on a first come first serve basis.

Web-Based Training

Eliquo Training and Development Inc. requires that web-based class participants follow the supplied set-up and testing procedures a minimum of three (3) days in advance of their class start date in order to avoid technical issues on the day of their class.

Eliquo is not responsible for participants who are experiencing technical difficulties due to issues incurred on their own computer network(s).

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