Excel Pivot Tables | A Quick Start Guide

Learn Excel Pivot Tables in a easy to understand course...

4.75 (411 reviews)
Udemy
platform
English
language
Microsoft
category
instructor
5,064
students
2 hours
content
Jun 2022
last update
FREE
regular price

What you will learn

This course is designed as a launching pad for students who want to grasp the fundamentals of Excel Pivot Tables.

Learn how to use many of the features Pivot Tables have to offer.

How to analyze large lists of data quickly and easily with Pivot Tables.

Description

Pivot Tables are an extremely powerful tool in Excel and a skill that employers crave!  If you are brand new to Pivot Tables than this course is for you. And by chance you've been working with them for awhile you may benefit as well.  :)

This course starts by giving you the fundamentals of pivot tables and presents the topics in short, fun, easy to follow videos. From there we move into working with calculations/ formulas, the ever cool slicer, charting and conclude the class with some fun miscellaneous topics.

Please note: this course has been designed to provide as much information about Excel Pivot tables as the time constraints allow.  Granted many topics can be explained much more in-depth, yet that is not how this course was designed.  Rather the goal was to be as comprehensive, and to cover as much ground as possible.  :)

By the way did you know that only 5% of excel users know how to make Pivot Tables?*  So you are about to join an exclusive club! :)


Who will benefit from this course?

If you use large lists of data and are interested in learning the story behind the data then Pivot Tables are the way to go! Excel Pivot Tables provide quick, accurate and intuitive insight into your data and can provide answers to the even the most complicated of analytics tasks.


Do you need previous experience with Excel to take this course?

Not really.  Even though Pivot Tables are often promoted as an intermediate/ advanced topic in Excel, the key is to recognize everything in the Excel curriculum is topical, not progressive- so the order in which you learn things is up to you. Therefore if you have experience great, if not as long as you...

  1. Can select cells on a spreadsheet

  2. Have a basic understanding of formulas in Excel

  3. Able to navigate between sheets

  4. Somewhat familiar with sorts and filters (if not, that's okay since we give a brief explanation)

All things considered... you'll be just fine.  :)


Technical Requirements

  • This course was created using Excel 2019. Yet can be used with Excel 2016/ 2019 or Office 365 (primarily for PC/Windows)

  • Mac users are welcome, but be aware your screen will be somewhat different


Course Progression

  • Overview of source data and basic Pivot Table fundamentals

  • Learning simple then advanced formulas used within Pivot Tables

  • What are slicers and how to use them, including how to connect slicers to multiple Pivot Tables (yep... you read that right.)
    Pivot charts

  • Concluding with some miscellaneous topics including filter reports and the GETPIVOTDATA function


Conclusion

Let’s face it being able to read and analyze data in today’s word is a highly sought after skills and being competent with Pivot Tables will help move you to the front of the proverbial line.

So if you're looking for a Pivot Table fundamental class, wanting to broaden your existing skills in Excel, or have a need to develop your analytical skills- this class has something for you because knowing Pivot Tables can give you the extra advantage in developing your career.


* Source:  Power Pivot and Power BI: The Excel User's Guide to DAX, Power Query, Power BI & Power Pivot in Excel 2010-2016; Collie, Singh 2016

Content

Course Intro and Format | Important! :)

Course Format and Structure

Pivot Tables | The Fundamentals

PLEASE DOWNLOAD THE PRACTICE FILE
First... Let's get familiar with our data
So... What exactly are excel pivot tables?
Building our first pivot table
Ooops!! My field list!!!
Ok...Let's build another pivot table :)
Pivot table design considerations
Multi-field pivot tables
Sorting pivot tables
Filtering pivot tables
Adding date fields to pivot tables
Basic formatting
Refreshing data
Report totals and layouts

Working with calculations in pivot tables

It all starts with the SUM...
Average, MIN and MAX
Multifield calculations
Calculated Fields
List formulas
Calculated Items
% of grand total
% of column total
% of parent total
Rank Function
Running totals

Intro to slicers

Meet the slicer
Using multiple slicers
Timeline filters
Slicer options
Connecting multiple slicers

Pivot Table Charts

Creating basic pivot table charts
Formatting charts

Miscellaneous, yet relevant topics :)

Clearing Pivot Table Fields
Missing field list?
Error handling
Drill down into data
GETPIVOTDATA Function

The 4 Minute Dashboard

The 4 Minute Dashboard

Homework?? And thank you so very much!

Homework and class wrap-up
SUPPLEMENTAL MATERIAL

Screenshots

Excel Pivot Tables | A Quick Start Guide - Screenshot_01Excel Pivot Tables | A Quick Start Guide - Screenshot_02Excel Pivot Tables | A Quick Start Guide - Screenshot_03Excel Pivot Tables | A Quick Start Guide - Screenshot_04

Reviews

Farhad
May 15, 2023
I started with some other course, but in a mid way got board, and my brain was not picking up any thing, then I enrolled for this course, followed along not just only with given practice data but by making my own data tables as well. now i have a good grip on pivot tables. Thank you Dave Mc
Jerry
March 15, 2023
Learning so much (i.e. on pivot tables ;-). The teacher is very easy to follow. The examples are very good.
Diana
December 10, 2022
perfect match for me. im new in the HR field, and pivot tables is a function i need to know for benefits and compensation work .Thank you !
Sonia
October 28, 2022
I am so grateful to have stumbled upon this FANTASTIC course. It is structured in a way that is easy to get through, easy to apply and fun. I went from being terrified of pivot tables to being super excited to use them. Dave is an excellent teacher and I am so appreciative of him sharing his hard work and expertise.
Αρετή
October 23, 2022
This is an excellent course covering all the important tips for pivot tables. So intresting and very well explained information.
Navid
October 21, 2022
To quote one of my favorite movies, "I'm gonna go get the papers, get the papers." That encapsulates this course, but in all seriousness its a great free course that covers the most useful parts of pivottables.
Chris
September 24, 2022
A fantastic course. I came to this as a complete Pivot Table notive and leave with an applicable working knowledge - understanding how they work, the results they can give (and how it that can be manipulated) and knowing how to 'jazz them up' from the standard templates they are raised in. It's all presented in a clear, relatable way with the Excel sheet that is provided allowing you to follow along in real time (and practise/play with) Thank you very much for all this.
Walter
August 8, 2022
For me, it is a solid review of what I have done in the past with Pivot Tables, but not recently. I need a refresher.
Rebecca
May 26, 2022
I had very little understanding of Pivot tables. This course helped me gain a better understanding on how to manipulate the data to show key details
Tisa
May 23, 2022
The instructor is very easy to understand and working alongside of him makes it a hands-on experience which is so much better than just watching an instructor perform the pivot tables by himself.
Lisa
April 16, 2022
Very down to earth with a broad overview of basics. Thus far (section 2 of 8, part 6 of 15), the course has provided a good introduction for beginners. 5 stars for a free course!
Barbara
July 24, 2021
Was very easy to understand. A lot of information in a fairly short course. As a frequent self-taught user, I already knew a lot but learned a lot too.

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3775870
udemy ID
1/15/2021
course created date
1/22/2021
course indexed date
Angelcrc Seven
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