Excel Pivot Tables: the Basics and Beyond

About this course

The course examines how Pivot Tables can organise, summarise and analyse datasets. Learners will create and customise tables, move fields, apply calculations such as Sum, Average, Max and Min, format results, group and filter data, and refresh reports when records change. It also covers data preparation, including unpivoting and repairing defective records, before introducing the GROUPBY and PIVOTBY functions. The teaching compares these formula-based approaches with traditional Pivot Tables and explores customised results using nested formulas and ARRAYTOTEXT. Classes are delivered in person or via Zoom, with no outside assignments.

What you'll learn

• Construct and customise Excel Pivot Tables
• Apply calculations including Sum, Average, Max and Min to Pivot Table data
• Format, group, filter and refresh Pivot Table results
• Prepare datasets by unpivoting data and repairing defective records
• Use GROUPBY and PIVOTBY formulas to create table-based reports
• Combine nested formulas and ARRAYTOTEXT to produce customised results

Is this course right for you?

The course is intended for learners who are comfortable using Excel at intermediate level. Participants should be ready to work with datasets, Pivot Tables and formulas during class. Attendance is available either in person or through Zoom.

• Intermediate Excel familiarity is expected
• Learners can attend in person or via Zoom
• No outside assignments are issued

Before you go

• No additional materials need to be brought.
• Learners attending via Zoom need access to Excel, preferably Microsoft 365; earlier versions should be sufficient.
• Bringing a personal laptop is optional.