Advanced Excel Pivot Tables: From Data to Dashboard

Managing any type of enterprise means mastering your data.  Frequently, however, turning that data into useful information and then sharing that with the managers who need it can take much more time than it should.

In this faster-paced intensive one-day course, you will discover how to use Excel’s powerful Pivot Table and Pivot Chart tools to summarise and display useful and relevant information to help your decision makers use all of this data.

Using your knowledge of Excel’s Pivot Table and Pivot Chart tools, you will be able to turn large data sets into meaningful dashboards and reports confidently and efficiently.

Course Dates:

5th Jul 2019 ( spaces available )

14th Aug 2019 ( spaces available )

Course Length: 1 Day (9:30 - 17:15)

Course Costs:

Standard Price: £345 (+VAT)

Charity: £230 (+VAT)

Public Sector: £290 (+VAT)

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Course Location

Happy HQ, 3rd Floor, 9 Alie Street, London E1 8DE

Course Requirements

Learners must be familiar with the following: working with multiple Excel worksheets, sorting and filtering and writing basic formulas and functions such as AVERAGE, COUNTIF, SUM etc. (which are covered in our Excel Core Level 2 course).

We recommend that you take our Excel Core Level 2 course first to ensure you have the skills required for this course, though this is not a requirement – available for Excel 2013/2016 and Excel 2007/2010.

This is an intensive course, and will only suit those learners who learn at a fast pace. More reflective learners may be better served by one of our standard courses.

What You Will Learn

In this intensive course, you will learn how to condense, summarise, group and display large amounts of data.  Using Pivot Tables and Pivot Charts to create dashboards that more effectively communicate the “story” behind your data.

In particular, you will be able to:

  • Manipulate your Pivot Table, such as rearranging the layout, adding and removing fields, grouping data
  • Change the look of your Pivot Table, display subtotals, add or remove Pivot Table elements
  • Use a range name to make updating your data easier
  • Change the way data is summarised and displayed, calculate new data within the Pivot Table
  • Use the GETPIVOTDATA function to create summary data from large Pivot Tables
  • Create Pivot Charts
  • Arrange your Pivot Tables and Pivot Charts into a user-friendly dashboard
  • Add interactive tools such as slicers and timelines
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Session 1

Creating Pivot Tables: Create and change Pivot Tables; add and remove Pivot Table elements; change field and table properties; format text and numbers

Session 2

Updating and calculations: Make Pivot Table data easy to update; Change the way data is calculated in a pivot table; create calculations within a Pivot Table; pivot a pivot.

Session 3

Using the GETPIVOTDATA function

Session 4

Pivot Charts

Session 5

Dashboard: Arranging tables and charts; formatting the dashboard sheet; adding interactive tools

Intensive Courses from Happy

Intensive courses have been created specifically for those who need to learn a great deal of content at a faster pace. Each one is focused on increasing your productivity, and building a substantial expertise in just a single day. These courses will be longer, faster and more intensive than a standard classroom course. If you can keep up, the rewards will definitely be worth the effort.


The course runs 9:30am to 5:15pm (light cold buffet 1pm to 1:45pm). Please be careful to arrive by 9:15am 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 20 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.

Kevin Tarry

Kevin Tarry

Kevin has been an IT Trainer for over 20 years, and is a charismatic and enthusiastic training specialist who brings energy and passion to his training courses. He always looks to engage with his learners with the view to making their learning experience as effective and enjoyable as possible.