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Provided by: University Information Services - Digital Literacy Skills

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Excel 365: Pivot Tables (Live Online using MS Teams)
Prerequisites


Description

This course offers an introduction to the power and time-saving value of PivotTables and will appeal to anyone who analyses data in Excel, come and explore their magic. People who get Pivot Table under their belt cannot imagine the usage of Excel without them. If pivot tables and their capacity are a mystery to you, this course is for you.

Please note that the course is taught using Microsoft Teams and you must have Teams installed on your computer to participate. See System requirements below for more information

Please Note: It is important that when you book on this course, on your booking confirmation page, click on Add to Calendar to start the process to import the course appointment into your calendar. This contains the link to the MS Teams course meeting under Joining Instructions that you will use to join on the day of the course.

  • See Related Courses below to take your skills further
Target audience
  • All current Cambridge University members (departments and colleges)
  • Further details regarding eligibility criteria are available
Prerequisites
Topics covered
  • Prepping your data
  • Make a Pivot Table from a Data Source
  • Benefits of converting the Data Source to a Table
  • Create a Pivot Table in a new worksheet
  • Slicer’s
  • Timeline Slicer
  • Formatting Values
  • Design Options
  • Conditional Formatting
  • Pivot Charts
Objectives
  • At the completion of this course you should be able to:
  • Understand how best to prepare your data prior to creating a Pivot Table
  • Make a Pivot Table from a Data Source
  • Understand the benefits of converting the Data Source to a Table
  • Create a Pivot Table in a new worksheet
  • Use Slicer’s
  • Use a Timeline Slicer
  • Format Values
  • Understand Design Options
  • Use Conditional Formatting
  • Apply a Pivot Chart
Format
  • Presentation, demonstration and practical activities
System requirements
  • Installed Microsoft Teams app.
  • It is possible to join using Edge or Chrome but there is less functionality when using a browser.
  • Important: The instructor cannot troubleshoot access to Microsoft Teams on the day of the course. If you are in an institution that is managing their own Teams tenancy (CAMENT, JBS, medschl and some of the colleges) then you may not have access to the files or calendar used in the course. Please contact the instructor in advance to discuss this.
  • It's advisable to make a test call in advance of the session.
Taught using
  • Excel 365 on Microsoft Windows
Notes
  • The course will be taught using Excel 365 on PC but will also be suitable for Excel 2016/2019 users. Apple Mac users of Excel 365 should also find it useful.

What we expect from participants

  • The course will be taught using Microsoft Teams.
  • Please join the meeting at least 5 minutes before the start time to avoid disruptions.
  • If any files need to be downloaded and opened, ensure this is done before joining the meeting so you’re prepared to follow the exercises.
  • At the start of the lesson, please turn on your microphone and camera, introduce yourself, and say hello. Once the lesson begins, keep your microphone muted but leave your camera on. This helps the trainer assess your understanding. There is nothing worse for the trainer than speaking to an audience they can’t see.
  • Participants are expected to actively engage with the lesson and the trainer. Our lessons are not webinars where you can sit and watch. There will be activities to do.
  • Feel free to ask questions at any time.
  • If the trainer requests you to raise your hand on Teams to indicate you’ve completed an exercise, please do so promptly to help them decide when to proceed.
  • We welcome your interaction throughout the course. Your contribution will enhance your own experience as well as that of others. Thank you.
Duration
  • One session of two and a half hours (approximately)
Frequency
  • A number of times a term
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