Excel Module 2 - Data Analysis and Pivot Tables
Learn how to manage, clean and analyse larger datasets with confidence. This hands-on Module 2 course introduces Excel tables, filters, slicers and pivot tables so you can turn raw data into clear insights.
In this course, you will learn how to:
- Organise and structure data using Excel tables
- Sort, filter and use slicers for fast analysis
- Apply conditional formatting to highlight patterns
- Link data across worksheets and workbooks
- Create, customise and drill into pivot tables and pivot charts
Who is this course for?
Excel users who can create simple formulas and now want to feel more confident analysing and organising data. Ideal for administrators, analysts, coordinators and managers who work with large or messy datasets..
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Who is this Excel Module 2 course aimed at?
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Course Outline
Course overview
Duration: 1 day (6.5 hours)
Our Excel Module 2 – Data Analysis and Pivot Tables course looks at how to handle your data more efficiently. It looks at creating data to give a more visual appearance and shows tips and tricks for creating your own dashboards. It looks at how to manage large amounts of data and the best ways to handle and analyse data.
This course is aimed at existing users of Excel who want to increase their skills. Participants should be able to create and amend worksheets and build simple formulas.
Objectives
By the end of the course you will be able to:
- Manage worksheets and workbooks
- Link information between workbooks and worksheets
- Setup conditional formatting
- Create and manage data
- Filter and sort information
- Setup data validation
- Create and amend pivot tables
- Customise pivot tables
Content
Formula review and working with multiple worksheets
- Building formulas and ordering calculations
- Absolute cell references
- Using functions
- Moving and copying worksheets
- Inserting and deleting worksheets
- Grouping worksheets
- Changing the worksheet tab colour
Transferring and linking data
- Linking within a workbook
- Linking between workbooks
- Updating and managing links
Working with data
- Organising data using Excel tables
- Table formatting
- Adding calculations into table columns
- Adding total rows
- Converting to an ordinary range
Sorting and filtering data
- Sorting and filtering information
- Using date, number and text filters
- Using the search filter
- Adding slicers
Conditional formatting
- Changing the cell format depending on set criteri
- Databars, Top/Bottom Rules, Colour Scales and Icon Sets
- Creating custom formula rules
Setting up data validation
- Setting number and date validation
- Setting drop down list validation
- Setting custom validation
Analysing information using pivot tables
- Creating and modifying a Pivot Table
- Recalculating the Pivot Table
- Filtering the Pivot Table
- Searching the Pivot Table
- Drilling down to underlying data
Pivot table customisation
- Customising field names
- Changing field formatting
- Pivot Charts
- Using Slicers
Get in Touch
Still have questions about this course?
Click Enquire Now and our team will share full details on content, dates, and pricing — and help you decide if it’s the right fit for you or your organisation.
Enquire NowRelated Courses
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Additional Insights
Continue your learning with related articles, case studies, and podcast episodes that explore how these skills are applied in real-world contexts.
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