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 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 can be delivered in the classroom or remotely via GoToTraining. Contact us for availability and pricing, or see the Advanced Excel Live Online Learning page for our interactive 90-minute webinars that cover specific sessions. 

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.

Session 3 — GETPIVOTDATA 

Using the GETPIVOTDATA function

Session 4 — Using Pivot Charts

Pivot Charts

Session 5 — Creating dashboards

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

This course can be delivered in the classroom or remotely via GoToTraining. Contact us for availability and pricing, or see our Live Online Learning page for our interactive 90-minute webinars that cover specific sessions. 

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

Brilliant set of tips and tricks to make everything much more straightforward!

John Fricker14 days ago

What is it like to learn with Happy?

Our facilitators make learning interactive and fun. In this video, Maureen delivers a session on Formulas and Functions in Excel at Happy's HQ in London.

Book now

See our available course dates, or contact us for bespoke options

Advanced Excel Pivot Tables: From Data to Dashboard
There are currently no upcoming public course dates available. Please email our team on hello@happy.co.uk and we'll add you to our waiting list and let you know as soon as we have added a date.

Please note that your booking is not secured until you checkout. All prices listed in the shopping cart are excluding VAT.

If you are booking at a discounted rate (for example, if you are from a charity), you will see this on the final stage of the shopping cart after you have set up your account or logged in. Discount codes can also be added on this final page.

Check out now

Contact us now!

020 7375 7300

Why choose Happy?

  • Award-winning learner-focused approach
  • Small class sizes to give personal one-to-one support
  • Two years of free support after your course
  • Private group options available
  • No quibble money-back guarantee on all courses

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 GoToTraining 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

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 Update

In light of the current Coronavirus outbreak we want all of our customers to be reassured that we are operating with a ‘business as usual’ approach, while still ensuring that we maintain the highest standards of Health and Safety.

We are monitoring the situation closely and are following all current Government guidelines. We ask that if you are attending a course here (or if we are sending a trainer to your location) that you do the same.

If you have recently visited an affected area please follow the self-isolation guidelines which can be found here.

We have extra hygiene measures in place which include (but are not limited to):

  • Anti-bacterial soap dispenser available in all loos
  • Hand sanitizer gel available in our café area and training rooms
  • Anti-bacterial surface cleaner and surface wipes available in all training rooms
  • Sanitising work surfaces in all training rooms at the start of the day (including sanitising all PCs and PC keyboards at the start of all IT courses)
  • Disposable plastic gloves are also available should you wish to use them during your visit

If you are unable to attend your course due to Coronavirus we have a number of alternative solutions we can offer you to still meet your training needs despite travel limitations – please get in touch with us to discuss a suitable solution. Potential solutions may mean sending a trainer to your location or delivering your training online.

If you are sick, have vulnerable health issues or are self-isolating do contact us. For this, we would be happy to rearrange your course at no extra cost or exchange the cost for vouchers. Vouchers at Happy are valid for 5 years from the date of issue.

We will continue to monitor the situation and will advise all of our clients if the situation changes.

Please speak to our friendly team if you have any further questions or concerns – we are available on 0207 375 7300 from 9am until 5pm, Monday to Friday.

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

happy learners

Did you know...

...you 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. https://www.happy.co.uk/it-courses/courses-and-training/excel-without-maths/