Excel Pivot Tables

Learn to create a PivotTable to summarise data and streamline the process of formatting and printing the results.

PivotTables are the single most powerful tool in Excel for financial reporting, budgeting, and data analysis. A PivotTable is a great reporting tool for financial assistants and management to sort and sum data independently from the original spreadsheet.

Key content

  • Create PivotTables or PivotCharts
  • Use functions other than SUM to analyse your data
  • Group numbers, dates and even text labels to streamline the table
  • Use filtering effectively to display only the data you want
  • Adding custom formulas to your PivotTable summary
  • Modify the presentation of your PivotTable with cell format, and table styles

Objectives

  • Learn to create a PivotTable to summarise data the way you want it
  • Streamline the process of formatting and printing the results

Prerequisite

Excel Intermediate

Suitable for

This is an advanced level workshop which is suitable for those who have completed the prerequisite or who are competent with the topics covered in that workshop. Before registering for this workshop, it is your responsibility to ensure that you are competent with the topics covered in the prerequisite workshop.

Facilitator

Jose Entrican

Evolve Capabilities

Scholarship / Professional Development

Leadership Framework dimension

Enabling People

Notes

PC and Mac computers are available on a first come, first served basis. Excel 2013 is used. Also suitable for 2010 users.

Cost

Free for University of Auckland and UniServices staff
Free for University of Auckland postgraduate students
$125+GST for others

Dates, times and venues for 2017

Session dates for July onwards will be posted here in early June.

January - March 2017      

Registration is now open for the following sessions:

Thursday, 23 February 2017, 1-4pm 
Room 305, Level 3, Building 620, 49 Symonds Street, City Campus

Thursday, 9 March 2017, 1-4pm 
Room 305, Level 3, Building 620, 49 Symonds Street, City Campus

April - June 2017

Registration is now open for all University of Auckland and UniServices staff.

Registration for all others opens on 1 March 2017. Please contact us from this date to request registration. Please note registrations will be processed on a first come first served basis.

Thursday, 27 April 2017, 1-4pm
Room 305, Level 3, Building 620, 49 Symonds Street, City Campus

Friday, 19 May 2017, 9am-12pm
Room 305, Level 3, Building 620, 49 Symonds Street, City Campus

Monday, 12 June 2017, 1-4pm
Room 305, Level 3, Building 620, 49 Symonds Street, City Campus

To enrol (University of Auckland Staff Only)

You can enrol through Career Tools.

  1. Visit Career Tools.
  2. Enter the course title e.g. Word Intermediate in the search box in the top right hand corner.  
  3. Click on the title of the course you would like to attend from the list.
  4. Find the session you would like to attend in the list at the bottom and click on Request to register.

If you do not have access to Career Tools, please contact the Staff Service Centre at 86000 or email Staff Service Centre

If you can no longer attend this session, please withdraw immediately using Career Tools by clicking Withdraw under My Actions against the respective session or go to Learn > View Your Training Record and select Withdraw from the drop-down menu to the right of the respective session. No shows and late cancellations may incur a fee. Please see our Cancellation Policy for details.

To enrol (all others)

Please refer to the enrolment instructions on the How to enrol page.