Microsoft Excel - Pivot Tables

Setting up your data sets to ensure that they will be able to be consumed by a PivotTable.

When you need to aggregate multiple tables or create new fields in order to display properly in a PivotTable.

Connecting to external data sources (such as databases), and pulling the data into Excel.

Updating a Power Query solution to a new file path, allowing us to refresh the file with a click.

Use to turn totals and subtotals on/off where needed in your PivotTable.

Determining the basic layout you’d like to use to display your PivotTable data.

Use to group different row or column fields together for a more logical display.

When you wish to show different aggregation on your PivotTable fields than what is provided by default.

When you need to display a running total on your PivotTable.

When you need to display a value as the % of another value on your PivotTable.

When you need to display values that are a difference from another value in a PivotTable. This is very useful for showing growth/decline from previous periods.

When you need to display values that are a percentage of difference from another value in a Pivot Table.  This is very useful for showing growth/decline from previous periods.

When you want to filter your PivotTable to show the top/bottom x items or top/bottom x% of items in the data set.

Understanding how to create calculated fields in a PivotTable.

Understanding how to create calculated items in a PivotTable.

Various ways to display numbers in the values area of a PivotTable.

How to force a PivotTable to preserve cell formats and column widths when it is updated.

Creating your own style to use with a PivotTable.

Basics of applying conditional formats to a PivotTable.

Basic sorting of row and column headers in a PivotTable.

Creating custom sort orders for a PivotTable.

Sorting the values area of a PivotTable.

Using Report Filters to narrow down results in a PivotTable.

Using row and column filters to narrow down results in a PivotTable.

Slicers are user-friendly filters for PivotTables.

Timelines are date specific filters for PivotTables.

Filtering multiple PivotTables at once with Slicers.

Using Show Details to extract details from a summarized value.

Using the GETPIVOTDATA function to extract specific fields from a PivotTable.

Creating PivotCharts out of a PivotTable.

Automating PivotTable refresh operations.

Items to consider before releasing your file to users.