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PDF icon List Handling and Pivot Tables Workshop

Total Training Solutions
Tel: Bristol 9022 845

List Handling and Pivot Tables

Aim

  • To raise awareness of the facilities available in Excel for handling and analysing large quantities of data.
  • To develop the skills needed to set up data tables and analyse them using Pivot Tables.

Prerequisites

  • This module assumes a good working knowledge of Excel. A knowledge of how databases work would also be an advantage but is not essential.

Content

  • Functional overview – what can be achieved with an Excel database and when should you consider using Access or alternative packages?
  • What is a database? – overview of common terms such as table, record, field, join, relational database, query
  • Preparation of the data – steps required before an Excel database can be created
  • Using named ranges – assigning a reserved name to the data for ease of analysis and sorting
  • Sorting your data – how to run basic and compound sorts, common pitfalls to avoid
  • Working with Autofilters – filtering records which meet certain criteria, (e.g. those within a given range or the largest, smallest, most expensive, etc)
  • Using query cells and lookup functions – advantages over the Autofilter and how to set them up
  • Obtaining filtered statistics – why the common functions won’t give you a total for a filtered list and what to do about it
  • Pivot tablesoverview – what they do and how they can be used to reveal complex data trends
  • Working with pivot tables – creating a pivot table report, modifying its appearance, refreshing the data source, creating a graphical analysis

 

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