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Event Description

Microsoft® Excel® 365/Excel® 2019: Getting Started with PivotTables and PivotCharts is a two-lesson advanced level course that guides you through creating, formatting, and modifying PivotTables and PivotCharts in Excel using step-by-step hands-on activities.

Designed For

Experienced Excel 2016 users or experienced Excel users switching from earlier versions.

Objectives

  • Create, preview, and print commonly used charts
  • Format charts using the Chart Elements and Chart Styles buttons
  • Apply chart quick layouts and quick styles
  • Modify a chart’s underlying data using multiple methods
  • Reposition and resize an embedded chart
  • Move an embedded chart to its own chart sheet
  • Select and format individual chart elements

Major Subjects

Use the PivotTable button to create a PivotTable
Use the Recommend PivotTables button to create a PivotTable
Use the Quick Analysis feature to create a PivotTable
Use the Summarize as PivotTable button with the Data Model to create a PivotTable
Format the PivotTable values using a shortcut menu
Change the PivotTable layout using the PivotTable Tools Design tab
Rearrange, hide and show subtotals and grand totals using the PivotTable Tools Design tab
Apply a PivotTable style using the PivotTable Tools Design tab
Refresh a PivotTable using the PivotTable Tools Analyze tab or keyboard shortcut
Filter a PivotTable using the filtering arrows
Modify the PivotTable structure using the Field List
Filter a PivotTable using slicers
Add a calculated field to a PivotTable using the PivotTable Tools Analyze tab
Modify the Value Field Settings using a shortcut menu
Use the PivotChart button to create an embedded PivotChart
Use the standard Excel charting buttons to create a PivotChart
Use a keyboard shortcut to create a PivotChart on its own chart sheet
Create a PivotChart and linked PivotTable simultaneously
Add or remove chart elements using the Chart Elements button
Change the chart style and color scheme using the Chart Styles button
Change the chart layout using the PivotChart Tools Design tab
Select and format individual chart elements using the PivotChart Tools Format tab
Filter the PivotChart using the Pivot Field buttons
Change the chart type and subtype using a shortcut men
Add, remove, and reposition the PivotChart fields using the Field Lis
Switch the row/column orientation using the PivotChart Tools Design tab

Prerequisites

The following Napier & Rivers courses (or equivalent experience working with Excel 365 or Excel 2019 in the Windows operating system environment) are prerequisites for this course: Microsoft® Excel® 365/Excel® 2019: Getting Started with Excel, or Micros

Instructions

None