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 fast-paced Excel 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.

This course is only available for private bookings, either for groups or as a one-to-one, held online via Zoom or in the classroom. Please get in touch for availability.

Course Overview

What you will learn

In this intensive, fast-paced 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

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.

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.

Course timetable

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 your Pivot Table and creating calculations within it

  • 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
  • Using the GETPIVOTDATA function

Session 3 — Using Pivot Charts

  • Pivot Charts

Session 4 — Creating dashboards

  • Arranging tables and charts
  • Formatting the dashboard sheet
  • Adding interactive tools

Due to current government guidelines, we are currently only delivering this course remotely via GoToTraining.

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.

Which Excel course is right for you?

Making sure you’ve booked the right course isn’t always easy.

Luckily we have a handy survey to help you decide.

And if you’re still unsure, call our friendly team on 020 7375 7300 and we’ll help you work out what you need.

Take our Excel survey

Group Learning Events

If you have three or more learners, a private group course could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy's HQ in Aldgate, Central London.

Find out more
5 out of 5 stars

Very good interactive course.

Jodie Moore2 days ago

What's it like to learn online with Happy?

In this short video, Rachael explains how Happy makes our Live Online Learning IT programmes just as interactive and engaging as our classroom sessions.

Get in touch

This course is only available as a one-to-one or private group booking.

For pricing and availability, send us a message using the form below, leave us a message on 020 7375 7300, or speak to an Account Manager straight away using our Live Chat service in the bottom right of your screen!

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to either install Zoom on their machines or use the Web App in a browser (either Google Chrome and Microsoft Edge are supported). Full technical requirements are on the GoTo websiteYour link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up GoTo correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Your active participation is expected: everyone will be heard and seen throughout, just as they would be if we were in a room together. To be heard, hear and seen you will need a microphone, speakers and camera – if you have a modern laptop that’s all you will need. Remember, you’ll need a quiet place to call from and a decent internet connection is a must.

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

For classroom sessions

All public classroom sessions take place at Happy's HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course runs 9:30am to 5:15pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). 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.

The happy Guarantee

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 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.

Coronavirus Policy

In light of the current Coronavirus outbreak we want all of our customers to be reassured that we are working to maintain the highest standards of Health and Safety. We are monitoring the situation closely and are following all current Government guidelines.

Please see our Coronavirus Policy for more details and the latest information.

If you have any questions or concerns, our friendly team are available Monday to Friday, 9am to 5pm. You can leave a message on 020 7375 7300 or email us at

Your post-course support package

  • Included in the price of both online and classroom programmes
  • 2 years of free access to our IT Helpline
  • Unlimited access - call or email our team as often as you need
  • Ask about any content covered on your course

Did you know... can create the main Dashboard with interactive slicers to multiple Pivot Tables and Pivot Charts, all in one worksheet?

This is the perfect course for anyone who works with large and complex sets of data for data analysis. We also have a range of different level Excel courses, from beginner and intermediate to specialised programmes such as Excel Without Maths and business-oriented data analysis. See below:

Beginner Excel Core Level 1 for anyone who has never used Excel before. Find out more

Analysing Excel Data for Better Business Decisions for quickly and effectively analysing data by using techniques such as interactive Dashboards, Conditional Formatting and Pivot Tables. Find out more

Excel Without Maths to explore several cool Excel features that will help make Excel more efficient for you without having to use formulas. Find out more