PivotTables open up your world to quickly summarize data and build solutions that others can explore.

Understanding how the life cycle of a PivotTable solution is different than an ad-hoc reporting solution.

Creating your first PivotTable 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 PivotTable data.

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

Choosing between building quick and dirty PivotTables or future-proofing PivotTables for future updates.

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.

Using pre-defined styles with a PivotTable.

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.