Reporting Automation with PivotTables in Excel

This is an online self-paced course that will take you through best practices and tips for automating any kind of report with PivotTable in Excel.

The Course will take you through a robust methodology for automating any dashboard or report you have using PivotTables in Excel. The methodology if implemented as taught will save you significant time in build reports with without formulas, just drag and drop routines. This is not a Basic Excel course, it assumes that students have a basic understanding of Excel especially as it relates to the topics listed below.

Course curriculum

  • 1
  • 2

    Reporting Automation with PivotTables in Excel

    • Download the Exercise Files

    • 5 ways of Reporting in Modern Excel.mp4

    • 5 Reasons to use PivotTables

    • Understanding 7 Golden rules of Data

    • Overview of PivotTables

  • 3

    Working with PivotTable

    • Working with the Excel Table Tool

    • Planning your PivotTable reports with Fields List

    • Creating a simple PivotTable Report

    • Using PivotTable recommendations

    • Designing a PivotTable Report

    • Creating weekly Report with PivotTables

    • Managing dates in PivotTables

  • 4

    Working with Calculations in PivotTable

    • Showing Percentage Calculations in PivotTables

    • Creating Running Total Calculations in PivotTables

    • Filtering a PivotTable with slicers

    • Sorting a PivotTable Report

  • 5

    Evaluation & Certificate

    • Instructions

    • Before you go...

  • 6

    Bonus Material

    • 50 Excel Keyboard Shortcuts for Windows

    • 50 Excel Keyboard Shortcuts for Mac

Learning Outcomes

This not a basic excel course, participants are required to pass our Excel Proficiency Test before attending the course.

  • Automate any report with PivotTable

  • Work with different calculations in PivotTables

Some of our Clients


David Brown

FCA, Microsoft MVP

David has worked with and taught Excel and financial modelling to over 4,000 people in the last 22 years. He is the Managing Partner of dbrownconsulting where he runs the Consulting Division.He is a Fellow of the Institute of Chartered Accountant of Nigeria & a Financial Analyst with over 16 years experience working as a Business intelligence, Financial Modelling & Tax Consultant with Arthur Andersen, KPMG & dbrownconsulting.He is also an International Consultant to the World Bank on Oil Revenue Modelling and is a registered financial adviser.David attained the Master Trainer & Master Instructional Designer designation from the Association for Talent Development (ATD).He is passionate about Financial Modelling, Business Intelligence and Analytics especially with Microsoft Power BI and Excel and regularly host meetups and speaker event in Nigeria and around the world.