20 Advanced Pivot Table Tricks

About the Course:

Join our upcoming webinar to master advanced Pivot Table techniques in Excel and enhance your data analysis skills. This live session covers calculated fields, slicers, timelines, and complex year-over-year comparisons. Learn practical methods to streamline your reports and uncover insights efficiently. Ideal for intermediate to advanced Excel users seeking to improve their skills. Reserve your spot today.

Deepen your understanding of Excel Pivot Tables in our webinar, tailored for users familiar with the basics and ready for advanced features. We will demonstrate 10 advanced techniques to improve your data visualisation and analysis. Learn to create calculated fields, explore detailed data, and manage multiple data sources using slicers.

We will also cover dynamic year-to-date calculations, year-over-year percentage comparisons, and applying multiple filters to a single pivot field. You will learn to use top-end filters for targeted analysis, repeat item labels for clarity, and disable the GETPIVOTDATA function for direct cell references.

This webinar is perfect for data analysts, business professionals, and anyone looking to advance their Excel skills. Whether you are refining reports or building data models, these techniques will help you make informed decisions and present your findings more effectively.

Course Objectives:

By the end of this 3-hour session, participants will be able to:

• Build advanced Pivot Tables that extend beyond basic drag-and-drop analysis.
• Create dynamic calculations within Pivot Tables, including Calculated Fields, Year-to-Date, and Year-over-Year metrics.
• Customise Pivot Tables for business reporting through formatting, sorting, grouping, and renaming items.
• Design reporting models for Fiscal Year and Fiscal Quarter analysis.
• Apply advanced filtering techniques, such as Top N and multiple filters, and display items with no data.
• Connect slicers to multiple Pivot Tables to create interactive dashboards.
• Use timelines to enable dynamic, time-based analysis.
• Generate multiple reports automatically with one click.
• Control Pivot Table behaviour, including GETPIVOTDATA, detail display, and refresh settings.
• Enhance reporting clarity by properly managing blanks, subtotals, and repeated labels.
• Automate Pivot Table refresh upon file opening.
• Build cleaner, more professional, executive-ready reports using Pivot Tables.

Who is the Target Audience?

This webinar is designed for:

• Business Professionals: Those who analyse and present data as part of their roles.
• Data Analysts: Professionals seeking to improve data manipulation and reporting skills with Pivot Tables.
• Excel Users of All Levels: From beginners learning Pivot Table basics to advanced users seeking new techniques.
• Students and Academics: Those working with large datasets who need efficient tools for data summarisation and analysis.
• Financial Analysts: Professionals who use Excel for budgeting, forecasting, and financial reporting.
• Project Managers: Individuals responsible for tracking project data and performance metrics.
• Anyone Interested in Data Analysis: Individuals looking to improve their Excel skills and make data-driven decisions more effectively.

Basic Knowledge:

• Proficient in the fundamentals of Excel PivotTables.
• Skilled in Excel basics, including absolute, relative, and mixed cell references.
• Experienced in creating basic Excel formulas.