Wouldn't it be great to learn how to effectively use all the advanced Excel pivot table features? In this practical and information-packed course, you will learn how to maximize this program's functions and capabilities.
Most organizations rely heavily on Microsoft Excel pivot tables to analyze and report financial information. Your company is probably no exception. By learning these advanced techniques, you can become more valuable to your organization.
This course will teach you how to utilize the numerous pivot tables to develop useful analysis models and reports within your company. Impress your coworkers by learning how to create functional and eye-catching interactive dashboards using a combination of pivot tables, Pivot Charts, and Slicers. You will discover advanced techniques for pivot tables, like creating Timelines, calculated fields, and calculated items. You will learn how to use Excel's Table function to efficiently manage changes to the pivot table's source data in order to avoid making mistakes when data is added or deleted.
Chad Wambolt has spent his entire professional career in the finance field, working for both private and publicly-held companies with sales ranging from $500 million to $3 billion. He is a graduate of Boise State University, where he obtained his bachelor's degree in accounting. Through the course of his career, Wambolt became an expert user of Microsoft Excel. Since 1997, he has taught Excel to students of varying skill levels and helped organizations streamline internal processes.
The instructional materials required for this course are included in enrollment and will be available online.
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Lesson 1
Pivot Table Concepts
In your first lesson, you will develop a solid understanding of the requirements to use pivot tables. This lesson introduces the foundational elements needed to understand and get the most out of pivot tables.
Creating a Pivot Table
Not all data is created equal. In this lesson, you will learn what's required to make sure your data is organized well enough to be used in a pivot table. You will discover a very common issue that occurs when the source data changes and you how to easily eliminate that issue.
Pivot Table Analyze and Design Tabs
Working efficiently with pivot tables requires knowing where to find the proper pivot table feature without searching high and low for it. Most pivot table features reside on one of the two pivot table Ribbon tabs. This lesson introduces the different features that are grouped and what each one provides.
Pivot Table Formatting Inside and Out
Learn to group ordinary pivot table fields, which will create new fields that you can use within the pivot table or as a Slicer. In addition, you'll learn how to expand and collapse fields to help in summarizing the pivot table data. Then learn how to locate data anomalies in large data sets and the proper use of report filters which can assist in any data investigation as well as a great tool for creating multiple reports from a single pivot table report.
Pivot Table Options and Field Settings
Most users may not know that there are certain options and settings that provide little-known but extremely useful features. Most of these features are accessed through the pivot table Ribbon tabs, but some are not. In this lesson, you will learn how to use some of the more obscure settings in the Pivot Table Options and Field Settings dialog boxes.
Value Field Settings
Similar to the Field Settings, the Values section of a pivot table report has unique settings and summarization options. For most people, simply summing or counting the data within the Values section is enough. But once you learn how to use these lesser-known settings, you will go from an average pivot table user to an expert.
Grouping Pivot Table Fields
A pivot table is ideal for analyzing and summarizing data. By default, the table does an excellent job at summarizing the data within the various fields, but there is a way to summarize the data even further. This lesson will show you how to group ordinary pivot table fields, which will create new fields that you can use within the pivot table or as a Slicer. In addition, you will learn how to expand and collapse fields to help in summarizing the pivot table data.
Data-Integrity Checks and Report Filters
A pivot table is a great way to locate data anomalies in large data sets that would otherwise be hard to find scanning through the source table. In addition, the proper use of report filters can assist in any data investigation, as well as providing a great tool to create multiple reports from a single pivot table report. You will learn all about these tools in this lesson.
Cloning a Pivot Table and the Wonderful World of Slicers
Pivot tables are extremely useful and flexible for data analysis and reporting. It's easy to add, remove, or simply move fields to create different-looking reports from the same source data. This lesson focuses on creating different versions of reports and the different techniques needed to do so.
Calculated Fields and Items
Pivot tables are great for analyzing and reporting information, but they're limited in their functionality when your source data is missing needed information. Or, perhaps the information isn't needed in the source data and is only needed for analysis for a short time. This lesson will demonstrate how to use Excel's Calculated Items and Fields feature to create items that are missing from the source data.
Working With Slicers and Pivot Charts
Your pivot table isn't complete without a Slicer and pivot chart. In order to create an effective dashboard, you'll need a pivot table and a pivot chart controlled by multiple Slicers. This lesson focuses on creating and managing Slicers and Pivot Charts.
Timelines and Dashboard Development
In the final lesson, you will learn about the many interactive tools and techniques available to make pivot tables and pivot charts fun to use. Similar to a Slicer, Excel offers a tool called Timelines. Timelines are available when a field available in your pivot table or chart is a date. Within a dashboard, using the Timeline feature can be useful and eye catching to the users.
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