Duration: 1 day (6.5 hours)

Cost: £295 +VAT per person (prices vary for bespoke courses – please enquire)

Our Excel – Pivot Table Specialist course is a comprehensive guide to working with Pivot Tables for those who need to learn more about the use of Pivot Tables to summarise and analyse information.

This course is designed for existing experienced users of Excel. You should be a confident Excel user and be able to create and edit worksheets and write basic formulas.

By the end of the course you will be able to:

  • Build and customise Pivot Tables
  • Group and sort information
  • Filter information
  • Use slicers and the timeline filter
  • Add different summary calculations
  • Create Pivot Charts
  • Add calculated fields and items

  • Using a Pivot Cache
  • Building a Pivot Table
  • The Pivot Table interface
  • Refreshing the Pivot Table
  • Adding column, row, page and data fields
  • Changing data orientation
  • Showing data fields in columns or rows
  • Drilling down to underlying data

  • Format options
  • Totals and filters options
  • Display and printing options
  • Data options

  • Modifying field names
  • Data formatting
  • Changing field layout options
  • Changing summary calculations
  • Working with subtotals

  • Filtering items
  • Sorting data
  • Value and label filters
  • Creating top 10 reports
  • Using the Search filter
  • Using the Slicer tool
  • Use the Timeline filter

  • Grouping date fields
  • Grouping numeric fields
  • Adding your own groups

  • Running totals
  • Differences year on year, month on month
  • % Differences year on year, month on month
  • % of Row, Column, Total and other fields

  • Pivot Chart rules
  • Creating a Pivot Chart
  • Working with your Pivot Chart

  • Adding calculated fields
  • Adding calculated items

Cost: £295 +VAT per person

Click here to view next available dates and complete booking request.

Please email training@underscore-group.com if you would like to discuss the course before booking or to discuss bespoke programme options.


Excellent course and trainer. Yes I would recommend to others, course was very useful. Susan was very friendly and made sure we had regularl breaks. Course was interesting and useful.

Coyee, Willis Towers Watson

Excellent course and trainer. Yes I would recommend it, it covered everything needed with good depth and guided examples. Good introduction and refresher to the topic, without relying on too much additional background knowledge. The found the guided examples to do by yourself the most useful. Yes, I would recommend a virtual training sessions, works well for such technical example-led topics. No issues, as ever.

Darren, Tokyo Electron

Excellent course and trainer. Absolutely I would recommend it, this a good course to manage analysis of data. Well organized, good explanations from high skill trainer. Questions are answered in a professional manner and good reactivity. To me, having split the training course in 3 sessions instead of a course of 6 hours in a row, is really good. Especially via Webex I believe this is a good way for such training. Using already Pivot table, this training brings to me deeper knowledge to calculate fields and items, grouping. Also understanding of the way Pivot Table works (Cache) is important. I would recommend virtual training as long as the session are not too long: to me 2 hours per session is a good duration. It is well managed and well followed up by Susan.

Patrick, Tokyo Electron

Excellent course and trainer. I would recommend it, very friendly trainer and good training speed and content. Very good session. I found the Step by step learning of the features most useful, in contrast to self-training “on the fly” when you encounter a specific problem. I found virtual training easy accessible, good experience.

Falk, Tokyo Electron

Back to all courses
we can tailor our standard courses to your needs