• Microsoft Excel Pivot Mastery + Meet Copilot

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    Please be aware this is a pre-recorded session supported by a live Q&A.

    Overview

    This session introduces Microsoft Excel Pivot Tables, Power Pivot, and Copilot, focusing on their key features, basic concepts like fields and areas, and advanced tools such as calculated fields and pivot charts. Participants will also explore Copilot in Excel and its capabilities in creating and customizing pivot charts. The session covers the creation and customization of pivot tables and Power Pivot, data analysis, and dashboard creation with interactive elements like slicers and timelines. Best practices and tips for optimizing layout and design, as well as common mistakes to avoid, will also be discussed. By the end of the session, participants will have the knowledge and skills to use pivot tables and power pivot confidently for both personal and professional purposes.

     Introduction 

    • The purpose and benefits of pivot tables.
    • Basic concepts like fields and areas.

     Introduction to Copilot for Pivot Charts

    • Overview of how Microsoft Copilot can help create and customize pivot charts.
    • Using Copilot to generate a pivot chart.

     Creating a Pivot Table

    • How to prepare data.
    • Creating a pivot table from scratch.

     Customizing Pivot Tables

    • Adjust field settings.
    • Use sorting and filtering.
    • Group data by categories or dates.

     Advanced Pivot Table Features

    • Create calculated fields and items.
    • Visualise data with pivot charts.

     Analysing Data with Pivot Tables

    • Summarize data with different functions.
    • Drill down to explore detailed data.
    • Apply conditional formatting

     Creating a Dashboard

    • Organize data and create pivot tables.
    • Insert charts and graphs.
    • Add interactivity with slicers and timelines.
    • Optimise layout and design for clarity.
    • Use slicers and timelines for interactive filtering.

     Power Pivot creating a data model

    • Enabling Power Pivot
    • Import Data
    • Create Relationships
    • Build Calculations
      • Data Analysis Expressions (DAX) formulas
    • Create PivotTables and Pivot Charts
    • Analyse and Visualize Data

     Best Practices and Tips

    • Share shortcuts and tips.
    • Discuss common mistakes and how to avoid them.

     Recap