Excel - Pivot Tables for HR Professionals

Excel pivot tables are among the most useful tools for HR professionals who need to summarize data, build a dashboard or run deeper analysis. With a few clicks and no complicated formulas, you can produce reports and charts that reveal trends and answer the questions behind key decisions.

This 90-minute pivot table training shows that they are far easier than their reputation suggests. You'll cover when to use a pivot table, how to prepare raw data, how to summarize by total, count and percent, and how to produce quarterly or monthly reports. You'll also format, sort and chart your results, and refresh a pivot table when source data changes.

• Decide when a pivot table is the right tool
• Prepare raw data so it works well in a pivot table
• Create pivot tables that summarize by total, count and percent
• Build time-based reports by quarter or month
• Format, sort and chart pivot table results
• Refresh a pivot table after source data changes

• Use cases: why and when to use a pivot table
• Raw data do's and don'ts
• Creating a simple pivot table in a few clicks
• Summarizing data by total, count and percent
• Producing time-based reports, such as quarterly and monthly
• Formatting a pivot table for readability
• Sorting pivot table data alphabetically or numerically
• Showing pivot table data as a chart
• Updating a pivot table when source data changes

HR teams in organizations of every size use pivot tables to understand their data, and the skill is a must for anyone who builds reports in Excel. This session gives you a solid base for creating your own.

You don't need to be an Excel expert: if you can build basic worksheets, copy and paste, and format cells, you can follow along. It uses the latest Excel for Windows, though much applies to earlier versions.

You should attend this training if you need to use Excel to quickly build reports and summaries or if you simply want to learn how to create Pivot Tables to improve your knowledge of Excel. You don't have to be proficient in the use of Excel to attend. If you can create basic worksheets copy and paste and apply basic formatting to cells, you’ll be able to follow along. The training will be delivered using the latest version of Excel for Windows although much of the functionality is available in earlier versions of Excel.

Mike has worked in the IT training business since 1989 where his expertise and experience covers designing, delivering training courses, writing training materials and recording and editing video-based tutorials. Although he is a subject matter expert in a range of Microsoft technologies and has worked extensively with Mac OSX and Mac-related software since 2006; however, his passion is for all-things-Excel and in 2012 he founded the website theexceltrainer.co.uk

Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors. In addition to training, he designs and develops Microsoft Office-based solutions that automate key business tasks and processes.