Maximising Pivot Tables with Excel

By the end of the course, you will be introduced to the benefits of Pivot tables/reports, update your Pivot table and manipulate only the data you are interested in and make it easier to read. Delegates must be experienced in using Windows and a mouse and at least one other Windows package (for example Word or Excel).

Available for Private and Tailored group events

This course is run privately for groups or 1-2-1 Coaching sessions

Book a 1-2-1 Session or Group Event

Course Location

Happy London, Aldgate or at your premises.

Course Requirements

Delegates must be experienced in using Windows and a mouse and at least one other Windows package (for example Word or Excel).

What You Will Learn

In particular you will be able to:

  • Manipulate your pivot table, such as, rearranging the layout, adding and removing fields
  • Group data manually
  • Display subtotals
  • Change the look of your pivot table
  • Show numerical information so it appears as a percentage of the total
  • Use the GETPIVOTDATA function to extract data from a pivot table
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Session 1

Make your data work for you: Maximise the Pivot Table; Ask the Questions; Get the Answers
A Quick Tour: Determine what you want to know; Source; Pivot Table layout; What goes where; Pivot Table Report.

Session 2

Manipulating the Pivot table: Rearranging the Layout; Add/Remove/Rename a Field; Format Numbers; Change the Sort Order; Refresh Data
Digging Deeper: Create Quarterly Group; Group Data Manually; Display Subtotals; Hide/Display Grand Total; Pivot Table Report

Session 3

Beyond the Basics: Create a Second Data Field; Use Count; Display data as a Percentage; Custom Calculation;
More Pivot table Calculations: Formulas; Calculated Fields; Calculated Items; GETPIVOTDATA Function

Session 4

Optional Topics: Pivot Chart Report; Publish Pivot Chart Reports to the Web; Add Fields; Use Pivot Table List; Multiple Ranges as Source Data


The course will run from 10am to 4:45pm (light cold buffet 1pm to 1:45pm). Please be careful to arrive by 9.45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.


We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please just get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Your Course Trainers

Ed Lepre

Ed Lepre

Ed is a Microsoft Certified Trainer (MCT) and has worked at Happy for over 12 years. Although he trains the full suite of MS Office and non-Office packages at all levels, his favourite package is Excel. A previous winner of the prestigious Learning and Performance Institute's 'Learning Professional of the Year' award, as well as other training accolades, he is also the IT Helpline Manager.

Rachael Worral

Rachael Worral

Rachael is the Happy Computers Product Development Manager, as well as being our lead IT trainer. She is responsible for making sure all our courses are of the highest quality.

Kristina Kendall

Kristina Kendall

Kristina is an associate IT Trainer, she’s been training for 8 years and working for Happy since 2015. She provides training mainly on Excel, Word, PowerPoint and Outlook. Her favourite package is Excel; she loves to show people shortcuts and quicker ways of working.