Course Overview

Mention Pivot tables to those not so comfortable with Excel and eyes glaze over.

Pivot tables are an amazing way of taking large data sets, such as client data, customer sales, staff information or stock type data and analyzing it in a way that is meaningful.   This makes it easy to interpret what is happening and make decisions with confidence and ease.

 

The beauty of pivot tables is it requires literally zero need for any formulas or functions, you just need to understand how to leverage the power of Microsoft Excel to produce the information you need with confidence and ease every single time.

 

This short course explains what pivot tables are, the benefits of using them and then dives into how to create them, modify them and produce detailed information with little to no effort.

 

This short course is a game changer for those analyzing large data sets as well as those wanting to minimize the need for complex formulas or just make their data analysis less stressful!

What you will learn in this course :

  • What a pivot table is and the benefits of using them.
  • 3 Different methods to create simple pivot tables
  • How to arrange, format and update pivot tables
  • The simple way to easily add additional elements to your pivot tables
  • How to leverage pivot tables to generate a variety of reports
  • How to dissect data with slicers and timelines
  • How to add a second pivot table 


User friendly, jargon free, this course is a MUST for anyone working with large amounts of data who want to be able to make sense of it, without the need for complex or complicated formulas or functions.

 

NOTE:  Whilst, it does not matter what version of Microsoft Excel you are using, some topics covered in this program will not work with Excel prior to Excel 2013.

Course curriculum

    1. Before you start this course, here is a quick overview from Course Creator, Donna Hanson

    2. Download this reference booklet before you start

    3. Download a Sample File

    1. Pivot Table Overview

    2. What is a Pivot Table?

    3. Why use a Pivot Table?

    4. What should data look like before creating a Pivot Table?

    1. How to Create a Pivot Table Overview

    2. Option 1 - Recommended Pivot Tables

    3. Option 2 - Format as a Table and Use Summarize as a Pivot Table

    4. Option 3 - Insert a Pivot Table via the Menu

    5. Option 4 - Format Data as a Table & Use Analyze Data to Create the Pivot Table

    6. Excel 365 - Benefits of Using FAT

    1. How to Arrange & Edit a Pivot Table Overview

    2. Excel 365 - How to Remove, Relocate and Add Fields in a Pivot Table

    3. Excel 365 - How to Add a Comparison Field to a Pivot Table

    4. Excel 365 - Hiding Zero Values in a Pivot Table

    5. Excel 365 - How to Change the Formatting of a Pivot Table

    1. Adding Advanced Elements to a Pivot Table Overview

    2. Excel 365 - How to Add Data Bars to a Pivot Table

    3. Excel 365 - How to Group Items in a Pivot Table

    1. Leveraging Pivot Tables To Create Reports Overview

    2. Excel 365 - Detailed Pivot Table Reports

    3. Excel 365 - Creating Filter Reports from a Pivot Table

    4. Excel 365 - How to Add a Pivot Chart

About this course

  • $67.00
  • 32 lessons
  • 0 hours of video content