Microsoft Excel - Excel Pivot Tables & Data Analysis Bootcamp!

John Michaloudis MyExcelOnline.com, Stand Out From The Crowd

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230 Lessons (10h 42m)
    • 1. Course Introduction

      2:40
    • 2. 1.11 - Tabular Format

      2:25
    • 3. 1.12 - No Gaps

      2:30
    • 4. 1.13 - Formatting

      1:27
    • 5. 1.14 - Tables

      2:45
    • 6. 1.15 - Clean Your Data Set

      2:18
    • 7. 1.21 - Inserting a Pivot Table

      3:22
    • 8. 1.22 - Field List - Activate, move, resize & layout

      1:40
    • 9. 1.23 - Field List & Areas

      5:25
    • 10. 1.24 - Drill down to audit

      1:42
    • 11. 1.25 - Sort Field List from A to Z

      0:45
    • 12. 1.26 - Double click on any labels to show more Fields

      0:53
    • 13. 1.27 - Defer Layout Update

      0:55
    • 14. 1.31 - Pivot Cache explained

      1:00
    • 15. 1.32 - Refresh

      1:20
    • 16. 1.33 - Refresh All

      2:17
    • 17. 1.34 - Refresh External Data

      4:59
    • 18. 1.35 - Import from Access database

      2:27
    • 19. 1.36 - Change Data Source

      3:10
    • 20. 1.41 - Clear Filters & Clear Pivot

      1:17
    • 21. 1.42 - Select & Format

      3:15
    • 22. 1.43 - Move a Pivot Table

      1:00
    • 23. 1.51 - Pivot Table Styles

      3:43
    • 24. 1.52 - Customising a Pivot Table Style

      4:13
    • 25. 1.53 - Use a customised style in another workbook

      1:27
    • 26. 1.61 - Subtotals

      0:55
    • 27. 1.62 - Grand Totals

      1:01
    • 28. 1.63 - Report Layouts

      2:48
    • 29. 1.64 - Blank Rows

      0:40
    • 30. 1.65 - Show the Classic Pivot Table Layout

      1:08
    • 31. 1.71 - Expand & Collapse buttons

      4:26
    • 32. 1.72 - Move & Remove Fields and Items

      2:39
    • 33. 1.73 - Show/Hide Field List

      0:27
    • 34. 1.74 - Show/Hide Field Headers

      0:27
    • 35. 1.81 - Change Count of to Sum of

      1:10
    • 36. 1.82 - Number formatting

      1:42
    • 37. 1.83 - Field name formatting

      2:16
    • 38. 1.84 - Predetermined number formatting

      1:29
    • 39. 1.85 - Change Sum views in Label areas

      0:52
    • 40. 1.91 - Indent rows in compact layout

      1:00
    • 41. 1.92 - Change the layout of a report filter

      1:25
    • 42. 1.93 - Format error values

      0:49
    • 43. 1.94 - Format empty cells

      1:27
    • 44. 1.95 - Keep column widths upon refresh

      0:53
    • 45. 1.96 - Automatic Refresh a Pivot Table

      0:56
    • 46. 1.97 - Printing a pivot table on two pages

      1:20
    • 47. 1.98 - Show report filter on multiple pages

      2:23
    • 48. 2.1 - Create multiple subtotals

      1:44
    • 49. 2.2 - Count

      2:27
    • 50. 2.3 - Average

      2:43
    • 51. 2.4 - Maximum

      2:03
    • 52. 2.5 - Minimum

      1:26
    • 53. 2.6 - Product

      3:38
    • 54. 2.7 - Count Numbers

      2:26
    • 55. 2.8 - Std Dev

      7:07
    • 56. 2.9 - Varp

      3:36
    • 57. 2.10 - Show various Grand Totals

      2:36
    • 58. 2.11 - Shortcuts to Field & Value Field Settings

      2:19
    • 59. 2.12 - See all pivot Items

      5:59
    • 60. 2.13 - Show a unique count

      2:36
    • 61. 3.1 - % of Grand Total

      2:09
    • 62. 3.2 - % of Column Total

      2:15
    • 63. 3.3 - % of Row Total

      1:55
    • 64. 3.4 - % Of

      4:03
    • 65. 3.5 - % of Parent Row Total (NEW IN EXCEL 2010)

      3:19
    • 66. 3.6 - % of Parent Column Total (NEW IN EXCEL 2010)

      2:23
    • 67. 3.7 - % of Parent Total (NEW IN EXCEL 2010)

      2:52
    • 68. 3.8 - Difference From

      4:54
    • 69. 3.9 - % Difference From

      4:18
    • 70. 3.10 - Running Total in

      2:20
    • 71. 3.11 - % Running Total in (NEW IN EXCEL 2010)

      2:58
    • 72. 3.12 - Rank Smallest to Largest (NEW IN EXCEL 2010)

      2:14
    • 73. 3.13 - Rank Largest to Smallest (NEW IN EXCEL 2010)

      2:21
    • 74. 3.14 - Index

      3:45
    • 75. 3.15 - Shortcuts to Show Values As

      1:16
    • 76. 3.16 - ACCOUNTING: % of Revenue Margins

      2:38
    • 77. 3.17 - FINANCIAL: Actual v Plan Variance Report

      4:43
    • 78. 4.1 - Group by Date

      2:45
    • 79. 4.2 - Group by Months

      1:51
    • 80. 4.3 - Group by Quarters & Years

      1:48
    • 81. 4.4 - Group by Sales ranges

      3:19
    • 82. 4.5 - Group by Text fields

      2:16
    • 83. 4.6 - Group by Time

      1:45
    • 84. 4.7 - Shortcuts to Grouping

      1:39
    • 85. 4.8 - Grouping by Half Years

      1:55
    • 86. 4.9 - Group by a Date that starts on a Monday

      2:00
    • 87. 4.10 - Grouping by a custom date

      1:49
    • 88. 4.11 - Group by fiscal years & quarters

      6:36
    • 89. 4.12 - Errors when grouping by dates

      2:54
    • 90. 4.13 - Group two pivot tables independently

      3:52
    • 91. 4.14 - Fixing the problem of counting grouped sales

      0:45
    • 92. 4.15 - Display dates that have no data

      0:59
    • 93. 4.16 - ACCOUNTING: Quarterly Comparative Report

      6:45
    • 94. 4.17 - FINANCIAL: Min & Max Bank Balance

      4:42
    • 95. 5.1 - Sorting by Largest or Smallest

      1:59
    • 96. 5.2 - Sort an Item Row (Left to Right)

      1:31
    • 97. 5.3 - Sort manually (drag, write, right click)

      2:01
    • 98. 5.4 - Sort using a Custom List

      3:20
    • 99. 5.5 - Override a Custom List sort

      1:27
    • 100. 5.6 - Sort row from A-Z and sales from Z-A

      1:23
    • 101. 5.7 - Sort new items added to your data source

      1:18
    • 102. 5.8 - Clear a sort

      0:28
    • 103. 5.9 - Sort Largest to Smallest Grand Totals

      0:26
    • 104. 6.1 - Filter by Dates

      6:48
    • 105. 6.2 - Filter by Labels - Text

      2:43
    • 106. 6.3 - Filter by Labels - Numerical Text

      2:51
    • 107. 6.4 - Filter by Values

      3:58
    • 108. 6.5 - Filter by Values - Top or Bottom 10 Items

      2:13
    • 109. 6.6 - Filter by Values - Top or Bottom %

      1:46
    • 110. 6.7 - Filter by Values - Top or Bottom Sum

      1:49
    • 111. 6.8 - Filter by Report Filter

      3:38
    • 112. 6.9 - Shortcuts to filters

      1:43
    • 113. 6.10 - Keep or hide selected items

      0:57
    • 114. 6.11 - Filter by Text wildcards * and ?

      3:27
    • 115. 6.12 - Filter by multiple fields

      1:07
    • 116. 6.13 - Apply multiple filters

      1:52
    • 117. 6.14 - Filter by multiple values

      1:14
    • 118. 6.15 - Include new items in manual filter

      1:58
    • 119. 6.16 - Clear filters with one click

      1:37
    • 120. 6.17 - Add a filter for the column items

      0:40
    • 121. 6.18 - ACCOUNTING: Top 5 Expenses report

      2:30
    • 122. 6.19 - FINANCIAL: Top 25% of Channel Partners

      2:18
    • 123. 7.1 - Insert a Slicer

      4:01
    • 124. 7.2 - Slicer Styles

      2:26
    • 125. 7.3 - Creating a custom style

      5:38
    • 126. 7.4 - Copy a custom style into a new workbook

      1:40
    • 127. 7.5 - Slicer Settings

      4:50
    • 128. 7.6 - Slicer Size & Properties

      3:03
    • 129. 7.7 - Slicer Connections for multiple pivot tables

      3:24
    • 130. 7.8 - Different ways to filter a Slicer

      1:22
    • 131. 7.9 - Use one slicer for two pivot tables

      1:26
    • 132. 7.10 - Lock the workbook but not the slicer

      1:33
    • 133. 7.11 - Interactive employee photos with Slicers! FUN!

      9:28
    • 134. 7.12 - ACCOUNTING: Select a Monthly P&L report with a Slicer

      4:20
    • 135. 7.13 - FINANCIAL: Base, Best & Worst case Forecast

      5:10
    • 136. 8.1 - Creating a Calculated Field

      4:06
    • 137. 8.2 - Use an existing Calculated Field in a new calculation

      2:23
    • 138. 8.3 - Editing a Calculated Field

      2:03
    • 139. 8.4 - Excel formulas & Calculated Fields

      3:07
    • 140. 8.5 - Creating a Calculated Item

      4:12
    • 141. 8.6 - Use an existing Calculated Item in a new calculation

      1:43
    • 142. 8.7 - Editing a Calculated Item

      2:26
    • 143. 8.8 - Excel formulas & Calculated Items

      1:58
    • 144. 8.9 - Calculated Item on Column Labels

      2:14
    • 145. 8.10 - Shortcomings of Calculated Items

      2:03
    • 146. 8.11 - Solve Order for Calculated Items

      4:11
    • 147. 8.12 - List Calculated Field & Item formulas

      1:12
    • 148. 8.13 - Remove a Calculated Field temporarily

      1:00
    • 149. 8.14 - Order of operations

      1:56
    • 150. 8.15 - ACCOUNTING: Creating a P&L Pivot Table Report

      8:25
    • 151. 8.16 - FINANCIAL: Actuals v Plan with Calculated Fields

      6:36
    • 152. 9.1 - Insert a Pivot Chart

      3:24
    • 153. 9.2 - Insert a Slicer with a Pivot Chart

      2:00
    • 154. 9.3 - Pivot Chart Designs

      3:55
    • 155. 9.4 - Pivot Chart Layouts

      5:04
    • 156. 9.5 - Pivot Chart Formats

      5:57
    • 157. 9.6 - Limitations of Pivot Charts & workarounds

      2:01
    • 158. 9.7 - Saving a Pivot Chart template

      1:36
    • 159. 9.8 - Shortcuts to formatting a Pivot Chart

      1:23
    • 160. 9.9 - Link chart title to a pivot cell

      1:05
    • 161. 9.10 - Copying a second chart

      0:51
    • 162. 9.11 - Put a chart on a separate page with F11

      0:47
    • 163. 9.12 - Insert Pivot Chart straight from the data source

      0:59
    • 164. 9.13 - Paste Pivot Chart to your email as a picture

      1:12
    • 165. 9.14 - Paste Pivot Chart to PowerPoint & make live updates

      1:34
    • 166. 9.15 - Printing a Pivot Chart

      1:27
    • 167. 9.16 - Include a Sparkline with your pivot table

      1:24
    • 168. 9.17 - Charts Do´s & Don'ts

      2:45
    • 169. 9.18 - Change Chart Type with Slicers! FUN!!!

      8:08
    • 170. 9.19 - Workaround to creating an interactive Scatter graph

      2:27
    • 171. 9.20 - ACCOUNTING: P&L Pivot Table report with Graphs

      8:21
    • 172. 9.21 - FINANCIAL: Pivot Table Slicer & Chart Dashboard

      15:55
    • 173. 10.1 - Intro to Conditional Formatting

      2:43
    • 174. 10.2 - Highlight Cell Rules based on values

      1:27
    • 175. 10.3 - Highlight Cell Rules based on text labels

      0:54
    • 176. 10.4 - Highlight Cell Rules based on date labels

      1:22
    • 177. 10.5 - Top & Bottom Rules

      3:31
    • 178. 10.6 - Data Bars, Color Scales & Icon Sets (NEW IN EXCEL 2010)

      5:49
    • 179. 10.7 - Format only cells that contain - For Bonuses

      1:45
    • 180. 10.8 - Format only Top or Bottom ranked values - Top 3 sales per year

      1:39
    • 181. 10.9 - Format values that are above or below the average - For Promotions

      1:44
    • 182. 10.10 - Use a formula to determine which cells to format

      2:39
    • 183. 10.11 - Use selected cells to format multiple fields

      1:38
    • 184. 10.12 - All cells showing values to format multiple fields

      1:38
    • 185. 10.13 - Control Conditional Formatting with Slicers

      2:54
    • 186. 10.14 - Show text in the Pivot Table Values area

      4:51
    • 187. 10.15 - Cond Format blank cells or cells

      1:14
    • 188. 10.16 - ACCOUNTING: Accounts Receivable Ageing Report Matrix

      6:17
    • 189. 10.17 - FINANCIAL: Conditionally Format your sales results

      3:32
    • 190. 11.1 - Intro to GETPIVOTDATA

      4:59
    • 191. 11.2 - Create a custom report with GETPIVOTDATA

      5:24
    • 192. 11.3 - Reference Dates with GETPIVOTDATA

      3:17
    • 193. 11.4 - Data validation with GETPIVOTDATA

      2:52
    • 194. 11.5 - Shortfalls of GETPIVOTDATA

      1:48
    • 195. 11.7 - ACCOUNTING: Live forecasting with GETPIVOTDATA

      7:24
    • 196. 11.8 - FINANCIAL: Channel Analysis with GETPIVOTDATA

      5:30
    • 197. 12.1 - Adding the Developer tab & disabling macros

      2:29
    • 198. 12.2 - Record a simple macro to Refresh a pivot table

      4:26
    • 199. 12.3 - Date filter macro

      4:27
    • 200. 12.4 - Different pivot table views macro

      4:43
    • 201. 12.5 - Top 10 macro

      3:30
    • 202. 12.6 - Add macro to quick access toolbar

      1:20
    • 203. 13.1 - Reducing file memory by copying existing pivot table

      1:29
    • 204. 13.2 - Reducing file memory by deleting the data source

      1:46
    • 205. 13.3 - Reducing file memory by saving file as Excel Binary Workbook

      0:57
    • 206. 13.4 - Reducing file memory by keeping data source in MS Access

      2:12
    • 207. 13.5 - Compatibility Issues with Excel 2007 and Excel 2010

      1:19
    • 208. 13.6 - Sharing a Pivot Table via OneDrive

      2:49
    • 209. 14.1 - Sales Forecasting with Calculated Fields

      4:18
    • 210. 14.2 - Consolidate with a Pivot Table

      4:46
    • 211. 14.3 - Frequency distribution with a Pivot Table

      2:16
    • 212. 14.4 - Break Even Model

      3:04
    • 213. 14.5 - Several slicer custom styles for you to use

      2:03
    • 214. 14.6 - Interactive Balance Sheet Pivot Table

      12:21
    • 215. 14.7 - Monthly Sales Manager Performance Report

      4:35
    • 216. 14.8 - Reconciling customer payments

      1:42
    • 217. 15.1 - Cosmetic changes in the PivotTable Tools Ribbon Menu

      2:02
    • 218. 15.2 - Recommended Pivot Tables

      1:55
    • 219. 15.3 - Distinct Count

      1:47
    • 220. 15.4 - Timelime Slicers

      4:12
    • 221. 15.5 - Data Models

      6:55
    • 222. 16.1 - Group Periods

      1:43
    • 223. 16.2 - Multi-Select Slicer items

      0:30
    • 224. 16.3 - Pivot Chart - Expand and Collapse fields

      1:08
    • 225. 16.4 - 3D Maps

      1:42
    • 226. 17.1 - Which Excel Version Do You Have?

      1:52
    • 227. 17.2 - Default PivotTable Layout

      5:30
    • 228. 17.3 - Automatic Relationship Detection

      5:38
    • 229. 17.4 - Automatic Time Grouping

      2:50
    • 230. 17. 5 - Search in the PivotTable

      1:25

Project Description

Slicer & Pivot Chart Dashboard

7395606c

ASSIGNMENT:

After going through most of the video tutorials, especially chapters 7-Slicers and 9-Pivot Charts, I would like you to view tutorial number 172:

9.21 - FINANCIAL: Pivot TAble Slicer & Chart Dashboard

In this tutorial I design an Excel Dashboard using Slicers and Pivot Charts.  This is probably the best and most viewed tutorial in this course!  It combines several Pivot Table features and the end result is an informative Dashboard that can be used by management for key business insights.

YOUR GOAL:

I want you to create your own Excel Dahboard using Slicers and Pivot Charts!  You can get as creative as you want and there are no wrong answer here.  I want you to follow these guidelines though:

  1. Include at least 3 Slicers (Slicers are new in Excel 2010 so if you are using Excel 2007 then you can use the Pivot Table Report filter);
  2. Inlcude at least 2 Pivot Charts;
  3. Create at least 2 separate Pivot Tables.

DELIVERABLE:

Upload your final Dashboard to the Project Gallery and I will be on hand to give you valuable feedback.

WORKBOOK:

Please download the attached workbook below which has the data that you will have to work with.  You can add extra Columns if you like and make changes to the data as you see fit.

Best of luck :)

John Michaloudis

Chief Inspirational Officer

www.myexcelonline.com

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