Surgent's Microsoftr Excelr 2019: Getting Started with PivotTables and PivotCharts

Objectives:

• Select different methods to create a PivotTable including the PivotTable button, Recommended PivotTables button, the Quick Analysis feature, and the Summarize with PivotTable button and Data Model
• Recognize multiple ways to format a PivotTable using a shortcut menu and buttons on the PivotTable Tools Design tab
• Identify ways to modify a PivotTable using buttons on the PivotTable Tools Analyze tab, a keyboard shortcut, the filtering arrows, the Field List, slicers, and a shortcut menu
• Select different methods to create a PivotChart including the PivotChart button, standard Excel charting buttons, a keyboard shortcut, and simultaneously with the PivotTable
• Recognize multiple ways to format a PivotChart using the Chart Elements and Chart Styles buttons, buttons on the PivotChart Tools Design and Format tabs, task panes, a shortcut menu
• Identify ways to modify a PivotChart using Pivot Field buttons, a shortcut menu, the Field List, and buttons on the PivotChart Tools Design tab

Major Topics:

• 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 List
• Switch the row/column orientation using the PivotChart Tools Design tab

Designed For:

Users experienced with using Excel 2019 who want to grow their Excel skills.

Prerequisite:

Experience working with Excel 2019 in the Windows operating system environment

Additional Info:

You will receive an email from [email protected] with instructions on how to log onto your course shortly.  If you do not receive the email within the hour, please check your spam filter.

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