· intermediate
Pivot Tables and Dashboards
The fastest way to summarise a list, and the one thing in Excel that is not a formula. What a pivot table is really doing, where each field belongs, why it goes stale, and how to assemble the result into something a reader can trust.
Written in house, from the work rather than from a syllabus. Every example is one we would use ourselves, and every quiz question explains why its answer is right.
What you’ll learn
- Explain what a pivot table computes, in terms of the formula it replaces
- Decide which of the four areas a field belongs in
- Change what the Values area does, including showing a share rather than a total
- Group dates and numbers into the buckets a report needs
- Recognise a pivot table that is showing stale or partial data
- Lay out a dashboard so every figure on it can be traced back to its rows
Before you start
- · Summarising and Reporting in Excel, or comfort with SUMIFS
- · A list of data with a header row and one record per row