Introduction to Pivot Tables in Excel

Chris Dutton, Founder, Excel Maven

Play Speed
  • 0.5x
  • 1x (Normal)
  • 1.25x
  • 1.5x
  • 2x
44 Videos (3h 3m)
    • Class Materials and Outline

      3:26
    • Getting to Know the IMBD Dataset

      2:21
    • Setting Expectations

      1:14
    • Why Pivot Tables?

      4:10
    • Structuring Your Source Data

      2:00
    • Inserting Your First Pivot Table

      3:13
    • Navigating the Field List

      7:43
    • Pivot Table Options: Analyze and Design

      1:33
    • Selecting, Clearing, Moving & Copying Pivots

      5:14
    • Refreshing & Updating Pivots

      7:30
    • PRO TIP: Dealing with Growing Source Data

      6:49
    • How Pivot Tables Actually Work

      3:39
    • Number Formatting

      2:12
    • PRO TIP: Automatically Formatting Empty Cells

      1:41
    • Table Layouts & Styles

      5:30
    • PRO TIP: Using Tabular Tables to Create New Source Data

      2:20
    • Customizing Headers & Labels

      1:16
    • Conditional Formatting

      6:51
    • PRO TIP: Data Bars with Invisible Text

      2:13
    • Sorting Options

      5:01
    • PRO TIP: Why is my Alphabetical Sorting Wrong?

      2:01
    • Label Filters & Manual Selections

      8:15
    • PRO TIP: Using Label Filters with Wildcards

      3:15
    • Value Filters

      3:10
    • PRO Tip: Enabling Multiple Filters

      2:42
    • Grouping Data

      3:23
    • PRO TIP: Automatic Date Grouping

      4:25
    • Using Slicers & Timelines to Filter Data

      4:51
    • Breaking Out Report Filter Pages

      4:13
    • "Summarize Values By" Options

      4:45
    • PRO TIP: Avoiding the "Count Of" Trap

      3:49
    • "Show Value As" Calculations

      3:35
    • Show Values As: % of Column/Row

      3:47
    • Show Values As: % of Parent

      3:02
    • Show Values As: Difference From

      4:42
    • Show Values As: Running Total

      2:44
    • Show Values As: Rank

      2:36
    • Show Values As: Index

      8:06
    • Inserting Calculated Fields

      6:30
    • Calculations in Pivots vs. Raw Data

      4:32
    • PRO TIP: Calculating Using Counts

      7:20
    • PRO TIP: Calculating Using Counts (part 2)

      4:19
    • Inserting a Calculated Item (not recommended!)

      6:11
    • The Solve Order & List Formulas Tools

      4:54

About This Class

This class is Part 1 of a three-part series (Microsoft Excel - Data Analysis with PivotTables) covering data analysis with Excel PivotTables and PivotCharts.

PivotTables are an absolutely essential tool for anyone working with data in Microsoft Excel. Pivots allow you to quickly explore and analyze raw data, reveal powerful insights and trends otherwise buried in the noise, and provide fast, accurate and intuitive solutions to even the most complicated questions.

In Part 1 of this course, I'll show you when, why, and how to use PivotTables, introduce advanced sorting, filtering, and calculation tools, and guide you through interactive, hands-on demos and exercises every step of the way.

We'll cover everything you need to know to get up and running with PivotTables, including:

  • Raw data structure
  • Table layouts & styles
  • Design & formatting options
  • Sorting, filtering, & grouping tools
  • Calculated fields, items & values

From there we'll take what we've learned and move on to Part 2, which introduces PivotCharts, slicers, timelines and custom dashboards. Finally we'll wrap up with Part 3, where we'll tie it all together and explore several advanced, real-world case studies!

Requirements: 

  • Microsoft Excel (2010, 2013, 2016), ideally for PC
  • Mac users are welcome, but note that the PivotTable interface varies across platforms
  • Basic experience with Excel functionality (charts & formulas a plus!)

6 of 6 students recommendSee All

a long class.... but it wrothes every minute of it.
Chris Dutton explains each topic in a way that is easily understood so that a novice Excel user or anyone with limited exposure to Pivot Table would not get lost in the course. What appreciated most about this course was that I was able to utilize what I learned immediately.
Excellent Approach of the Author in every single lecture. Highly Reccommend!
Omar Terrazas

Attitude is Everything !

58

Students

--

Projects

Chris Dutton

Founder, Excel Maven

Chris Dutton is a Certified Microsoft Expert and Analytics Consultant with more than a decade of experience in the B.I and data science fields. His work has been featured by Microsoft, the Society of American Baseball Research (SABR) and the New York Times.

Excel Maven provides high-quality online analytics training, hands-on workshops, and project-based consulting services to clients and students across 130+ countries.

See full profile