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Ms Excel

Microsoft Excel: Pivot Tables and Workbook Management

Creating pivot tables and managing multi-sheet workbooks

3 CPD credits on completion
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Certificate on completion
Downloadable resources
Self-paced learning

About This Course

Course Information

This course covers spreadsheet techniques that include explaining the use and creation of pivot tables, and how to manage workbooks.

Certificate on Completion

This course is made up of videos, questions and additional reading materials and accounts for 3 units of CPD. One unit is the equivalent of one hour of learning. A certificate will be issued once you have completed all 3 units.

Course Sections

This Course is made up of the following sections:

  • Use of Pivot Tables (Video)
  • Workbook Management (Video)
  • Pivot Tables and Workbook Management (Multiple Quizzes)

What You Will Learn

  • Explain the purpose of pivot tables and how they summarise large datasets
  • Apply pivot table creation techniques to group and analyse data by categories
  • Describe how to modify pivot table fields, filters, and layouts after creation
  • Identify workbook management techniques for organising multiple sheets
  • Distinguish between grouping, moving, copying, and linking data across sheets

Who This Course Is For

  • Accountants who work with large datasets and need to summarise data quickly
  • Finance professionals who manage workbooks with multiple related sheets
  • Excel users with basic skills who want to learn pivot tables for the first time

Prerequisites

  • Working knowledge of Excel including data entry, basic formulas, and formatting
  • Familiarity with sorting and filtering data is helpful

Frequently Asked Questions

Course Details

CPD Credits3
CertificateYes

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Everything included in your subscription:

CPD certificate on completion
Downloadable resources
Self-paced learning
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