1. Takeaways/Learning Outcomes(LO)

a. Xfer ksa to workplace better manage/present data

b. Best practices

c. Value add

d. Shortcuts, tips and tricks

e. 4 Ws and 1H, disadvs

f. terminologies

2. Considerations before you use PT/PC

a. Examine source data

a.i. Every column contains one type of data

a.ii. Ensure date format is correct

a.iii. No empty rows/cols

a.iv. No totals

a.v. No blank cells

a.vi. No blank or text in number cells

b. Ask questions -> talk to users c. Generate a PT/PC

d. Format as a table

3. Old data menu in excel 2003 Alt+d + p to invoke the old wizard 4. Pivottable

5. Wouldn’t it be nice to know the top xx … 6. Key things to know when using PivotTable:

a. Drag/drop and remove fields within areas:

b. Difference between number format and format cell

c. Right click to change summarize data (e.g. from sum to count or both) d. Go to options to select classic view (which allows drag and drop) select Display tab. Tick on Classic PivotTable layout

e. Change source data and refresh all (not refresh in case more than 1 pivotTable) f. Replace empty cells with – ( it will follow your applied number format. In this case accounting format)

g. Grouping data manually.e.g using order date

Or group by names 7. How to user problem step recorder. Start -> help and support. Search for recorder.

Or enter psr in start

8. Double click any number cell to create a standalone worksheet so that you can analyse it separately. 9. How to use show value as 10. If field already exists, add a space in at the end after comm%

11. To create a calculated item, select an item first.

12. www.contextures.com select Excel Tips

13. www.asap-utilities.com for over 300 readily available macros To your success

Bobby www.BobbyPresents.com. Click Excel, then the “Click Here for PivotTable Info”