Pivot Tables and Workbook Management in MS Excel

Overview:

This is a dynamic CPD course designed to equip professionals with advanced Excel skills for efficient data analysis and workbook handling. Starting with essential workbook management tools like paste special, sheet linking, and freeze panes, the course progresses to the power of Pivot Tables—allowing users to summarise, format, and drill into large datasets with ease. Participants also explore the What-If Analysis toolkit, including scenario planning, goal seek, and data tables for forecasting and decision-making. Ideal for finance professionals, auditors, analysts, and business users, this course blends Excel's practical features with analytical depth to enhance reporting and modelling capabilities.

Course Content:

In this course, you will gain knowledge about the following topics:

• Workbook and Worksheet Management
• Introduction to Pivot Tables
• Advanced Pivot Table Features
• Using Recommended and Blank Pivot Tables
• What-If Analysis Toolkit
• Using Hyperlinks for Navigation

Learning Objectives:

Upon completing this course, you should be able to:

• Manage workbooks and worksheets effectively using freeze panes, paste special, sheet linking, and move/copy functions
• Use paste special options (values, formulas, formats, comments, and links) to manage data across sheets
• Build, format, and customise Pivot Tables to summarise and analyse large datasets
• Use Pivot Table tools such as filters, subtotals, layout options, and value field settings
• Create Pivot Charts and apply design customisation for better data visualisation
• Perform scenario-based forecasting using Excel’s What-If Analysis toolkit (Scenario Manager, Goal Seek, and Data Tables)
• Insert and manage hyperlinks within or across workbooks for enhanced navigation and interactivity
  

Who Will Benefit:

• Accountants and Financial Analysts
• Audit Professionals and Internal Reviewers
• Business Managers and Consultants
• Excel Users and Office Professionals