Recorded Online Course

COURSE CODE

EX05A4

SPEAKER

Simon Hurst

OBJECTIVES

PivotTables are one of Excel's most powerful features, but they seem to divide Excel users into fanatical advocates and those who just don't see the point. This course will explain how PivotTables can be useful to almost any Excel user. Starting with the basics of using a simple PivotTable to summarise financial data it will show how PivotTables can simplify a range of practical Excel tasks from identifying best-selling products to consolidating branch data and acting as the engine for an automated performance dashboard. The course will also introduce some of the other key Excel features for working with, and presenting, data.

This is delivered as an online course using a narrated, high-definition screen recording. This allows an individual to access the course from anywhere, as often as they like, for as long as they like, within the month. Full notes are provided, together with a comprehensive practice workbook and also email access to the speaker to answer queries.  

Examples will be based on the latest version of Excel but where an earlier version (2010 onwards) differs substantially this will be highlighted on the course. The course is based on the use of Excel for Windows rather than Excel for Mac and, although the content might still be useful for Mac users, they should ensure that any key features are available in the version that they are intending to use.

WHO WILL BENEFIT?

If your use of Excel includes summarising, analysing, auditing and reporting on any form of financial data you should find this course of value.

This course is suitable for the levels “General User to Developer” under the ICAEW IT Faculty Spreadsheet Competency Framework. For more information visit www.icaew.com/en/technical/information-technology/excel/spreadsheet-competency-framework.

TOPICS

• Introduction to PivotTables - from raw data to your top ten products in 5 minutes with no formulae 
•  Dealing with data - different ways of getting at your data and keeping it updated automatically. Consolidating data from different parts of your organisation 
•  Manipulating PivotTables - sorting, filtering, grouping and formatting 
•  Advanced techniques - ad hoc grouping, adding formulae and working with values 
•  PivotTable as report engine - using a PivotTable to automate the production of management reports 
•  Using a PivotTable to create an automated performance dashboard
•  Latest PivotTable developments - conditional formatting, Excel 2010 slicers. PowerPivot, 3D Map, Power BI and Power Query (now known as ‘Get & Transform’ in Excel 2016) - possibly the most significant Microsoft Office development of the millennium?

VENUE

This is a 3 hour recorded online course accessed via the SESCA website: This recorded online course will be available anytime with one month’s access.

DISTRICT

South East

COURSE FEE

£100+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £60.00+VAT per place). The courses ‘Why Power Query is the most important Excel development ever’, 'Good Spreadsheet practice', 'Using the Latest Versions of Excel to Revolutionise Your Spreadsheets',  ‘50 Advanced Techniques for Creating Inspirational Sreadsheets‘,  'More Power to your Pivot' and 'Essential Word Productivity Skills and Techniques for Accountants'  if booked individually are available to IT Faculty members  for £60+VAT each.