Reporting with Pivot Tables in Excel

In this recorded webinar, you will learn how to create a variety of Excel Pivot tables to facilitate calculations and produce an engaging and informative dashboard report. The session will cover how to store the original data in a data model using Power Pivot, establish connections between tables with links, and enhance the model using DAX formulas.

Using a practical exercise and segmented into short lessons for ease of learning, this webinar will help you develop and enhance the technology skills that are important for financial professionals.

Key topics:

• Upload a range of files into the data model so the heavy data is stored outside of the model
• Create joins for all of the tables using a unique identifier which will be used in the pivot tables
• Generate some DAX formula to help with the summarising of data
• Create the pivot tables that feed into a set of calculations
• Generate a slicer which talks to all of the pivot tables created

As part of this webinar you will receive,

• Downloadable worksheets with practical tasks to embed the knowledge
• A learning manual with step-by-step instructions

This recorded webinar is delivered by Excel expert and trainer, Marcus Small. Clickherefor Marcus' biography.

Course updated: May 2023