Pivot Tables: the Basics and Beyond

Course Dates: 26/11/24 - 03/12/24
Time: 10:30 - 13:30
Location: Hybrid (choose either online or in-person)
In this course you will learn the essentials of pivot table construction and all additional features that will enhance the user’s pivot table competence.
This course will be delivered online or in person. See the ‘What is the course about?’ section in course details for more information.
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Full fee £129.00 Senior fee £103.00 Concession £84.00
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Pivot Tables: the Basics and Beyond
  • Course Code: CPPT02
  • Dates: 26/11/24 - 03/12/24
  • Time: 10:30 - 13:30
  • Taught: Tue, Daytime
  • Duration: 2 sessions (over 2 weeks)
  • Location: Hybrid (choose either online or in-person)
  • Tutor: Abbott Katz

Course Code: CPPT02

Choose a start date  

Tue, day, 26 Nov - 03 Dec '24

Duration: 2 sessions (over 2 weeks)

Please note: We offer a wide variety of financial support to make courses affordable. Just visit our online Help Centre for more information on a range of topics including fees, online learning and FAQs.

What is the course about?

The course will address the essentials of pivot table construction, enabling the learner to develop the skills for devising their own tables.

Participants who will attend the full course will receive a City Lit certificate of attendance electronically for their CV or CPD records. The certificate will show your name, course title and dates of the course you have attended.

You can choose to attend this course either live online or in person.
- Internet connection. The classes work best with Chrome.
- A computer with microphone and camera.
- Earphones/headphones/speakers.
We will contact you with joining instructions before your course starts.

What will we cover?

• What pivot tables do
• The founding principles for building and understanding pivot tables
• How to move fields in the tables
• Applying different mathematical operations (e.g. Sum, Average, Max, Min) to the data
• Formatting pivot table results
• Grouping pivot table data
• Refreshing the pivot table to update its results after new records are added to the dataset
• Filtering pivot table data.
• “Unpivoting” a dataset: how to organize data before they reach the pivot table
• Grouping data and rounding them off: possible pitfalls
• Why grouping data in one pivot table groups them in others in the same workbook (whether you want that to happen or not), along with a workaround
• Relational pivot table queries
• Issues in data integrity: repairing defective records
• Calculated fields – when do you need one?
• Generating a count of unique records in a data set
• Pivot tabling Access and XML data.

What will I achieve?
By the end of this course you should be able to...

Construct usable pivot tables, learn how to modify them, and resolve a range of issues you may encounter in the course of devising them.

What level is the course and do I need any particular skills?

You should be comfortable with Excel at intermediate level.

How will I be taught, and will there be any work outside the class?

The class will be conducted via the hybrid mode, in which learners can appear in person or access the class via Zoom. No outside assignments will be issued.

Are there any other costs? Is there anything I need to bring?

No additional costs are required, nor do you need to bring any additional materials. If you access the class via Zoom you need Excel, preferably the 365 version, though earlier versions should be sufficient.

When I've finished, what course can I do next?

Please click here to view our Microsoft 365 courses.

Disclaimer: Use of Third-Party Software
This course might require you to either use your own personal account or create an account for the purposes of this course. City Lit cannot accept any responsibility for any failings of the third party or provide technical support. Whilst using the software you will be responsible for abiding by the providers terms and conditions and maintaining your own work.

Abbott Katz

Abbott Katz has instructed Excel at numerous corporate and university venues, on both sides of the Atlantic - and both sides of the Channel. A native New Yorker with a doctorate in sociology, Abbott has written two books on Excel (Apress), authored the www.spreadsheetjournalism.com blog, and designs spreadsheets in a consultative capacity. He offered a 5-session, Excel-driven Data Stories workshop last year at the Sciences Po University in Paris (in English!), and his work with the application has been cited by the Wall Street Journal, the Guardian, the Freakonomics blog, and the spreadsheet expert Chandoo.

Please note: We reserve the right to change our tutors from those advertised. This happens rarely, but if it does, we are unable to refund fees due to this. Our tutors may have different teaching styles; however we guarantee a consistent quality of teaching in all our courses.