McTimothy Associates

Advanced Excel Techniques, Pivot Tables and Macros

Why Attend

Though many professionals use Excel on a daily basis, Excel still has a lot of things to offer such
professionals. Here, we go even deeper in many formulas and functions that professionals need to
operate fast and more efficiently. We cover many areas in Pivot Tables and add an introduction to
Power Pivots.

Power Pivots put your Pivot Tables on turbo! They are best used when you have
significantly big data and may offer solutions to some of of the limitations that Pivot Tables have.

The last part of the course is dedicated to automating your Excel reports and reconciliation through
the use of Macros.

Event Date: –

Course Methodology
This is a hands-on course with practical applications and use of MS Excel 2013 throughout the five
days. All examples, exercises and cases are practiced in Excel.

Course Objectives
By the end of the course, participants will be able to:
 Apply the key Excel functions to prepare data for analysis using Pivot tables
 Create and customize pivot tables to reconcile and analyze accounts efficiently
 Utilize pivot tables functions and calculations to generate a set of management and business analysis reports
 Run macros to speed up their work and utilize other advanced techniques in data analysis and reporting
 Report and analyze big data tables using the Excel 2013 feature of Data Model and PowerPivot

Target Audience
Accountants, senior and junior accountants, business analysts, accounting and finance
professionals, business analysts, research professionals and staff from any function who need to
master and upgrade their skills in Excel Pivot Tables and work with big data analysis.

Target Competencies
 Utilizing Excel 2013
 Practicing pivot tables
 Working with PowerPivot
 Reporting
 Analyzing business data
 Designing basic macros

Course Outline

 Key functions to prepare data for pivot table reporting
 Table format
 Lookup functions
 Text functions
 Naming cells

 Creating and customizing pivot tables
 Adding fields to reports
 Adding layers to pivot table
 Rearranging pivot tables
 Number and cell format
 Report layout
 Calculation in value field
 Grouping and ungrouping fields
 Default and customized sorting and filtering
 Sorting using custom list
 Filtering using slicers and timelines
 Connecting multiple pivot tables to one set of slicers

 Performing calculations within pivot tables
 Creating calculated field
 Creating calculated item
 Using cell references and name ranges
 Managing pivot table calculations

 Advanced techniques
 Using ‘macros’ to enhance pivot table reports
 Transposing a data set with a pivot table
 Utilizing pivot table wizard
 Auto filtering with pivot tables
 Creating multiple reports in different workbooks
 Making use of GetPivotData option
 Sharing pivot tables with others

 Analyzing disparate data sources with pivot tables
 Using multiple consolidation ranges
 Using internal data model
 Building pivot tables using external data sources

 The new world of PowerPivot
 Benefits and drawbacks of PowerPivot
 Merging data from multiple tables without using Vlookup
 Creating better calculations using the DAX Formula language
 Working with data model in regular Excel 2013
 Using DAX to create calculated fields
 Calculate and Related functions
 Using Key Performance Indicator (KPI) in PowerPivot
 Compared to an absolute value
 Compared to a calculated target value

 Dashboarding with Power View in Excel Pro Plus

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