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Microsoft Excel - Pivot Tables
The Very Basics
What is a Pivot Table - and Why Do You Care?
Pivot Tables open up your world to quickly summarize data and build solutions that others can explore.
The Pivot Table Life Cycle
Understanding how the life cycle of a Pivot Table solution is different than an ad-hoc reporting solution.
Creating Your First Pivot Table
Creating your first Pivot Table is the first step to unlocking serious Excel power in data optimization.
Determining the Field Well options you’d like to use to view your Pivot Table data.
Sourcing Your Data
Source Data Best Practices
Setting up your data sets to ensure that they will be able to be consumed by a Pivot Table.
Choosing between building quick and dirty Pivot Tables or future proofing Pivot Tables for future update.
When you need to aggregate multiple tables or create new fields in order to display properly in a Pivot Table.
Pulling database data into Excel and Pivot Tables.
Laying Out the Pivot Table
Use to turn totals and subtotals on/off where needed in your Pivot Table.
Choosing Pivot Table Layouts
Determining the basic layout you’d like to use to display your Pivot Table data.
Use to group different row or column fields together for a more logical display.
Pivot Table Calculations
When you wish to show different aggregation on your Pivot Table fields than what is provided by default.
When you need to display a running total on your Pivot Table.
Percent of x Calculations
When you need to display a value as the % of another value on your Pivot Table.
Difference From Calculations
When you need to display values that are a difference from another value in a Pivot. This is very useful for showing growth/decline from previous periods.
Percentage Difference From Calculations
When you need to display values that are a percentage of difference from another value in a Pivot. This is very useful for showing growth/decline from previous periods.
When you want to filter your Pivot Table 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 Pivot Table.
Understanding how to create calculated items in a Pivot Table.
Pivot Table Formatting
Various ways to display numbers in the values area of a Pivot Table.
Preserving Cell Formats on Update
How to force a Pivot Table to preserve cell formats and column widths when it is updated.
Using pre-defined styles with a Pivot Table.
Custom Pivot Table Styles
Creating your own style to use with a Pivot Table.
Conditional Formatting on Pivot Tables
Basics of applying conditional formats to a Pivot Table.
Basic sorting of row and column headers in a Pivot Table.
Creating Custom Sort Orders for a Pivot Table.
Sorting the values area of a Pivot Table.
Using Report Filters to narrow down results in a Pivot Table.
Using row and column filters to narrow down results in a Pivot Table.
Slicers are user-friendly filters for Pivot Tables.
Filtering Multiple Pivot Tables
Filtering multiple Pivot Tables at once with Slicers.
Using Show Details to extract details from a summarized value.
Using the GETPIVOTDATA function to extract specific fields from a Pivot Table.
Creating Pivot Charts out of a Pivot Table.
Automating Pivot Table refresh operations.
Items to consider before releasing your file to users.
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