Excel PivotTable Quick Tips (2022)

Excel PivotTable Quick Tips (2022)

16mGeneral2022-02-15

Authors

Jess Stratton

Jess Stratton

LinkedIn Learning Staff Author, Tech Consultant

Course details

Excel PivotTables–which allow you to quickly calculate and analyze large amounts of data–are one of the most powerful features of Microsoft’s ubiquitous spreadsheet tool. But many users have only a basic understanding of how PivotTables work. In this course, instructor Jess Stratton offers a plethora of bite-sized tips designed to deepen your understanding of how PivotTables work and how to use them more effectively.

Learn how to properly format data and create a basic PivotTable in Excel. Discover ways to adjust, rearrange, and group data to calculate and summarize values that you can put to use on the job. Get tips on data filtering and sorting, conditional formatting, and using PivotCharts and slicers. Along the way, Jess shows how to deal with common PivotTable error messages, such as invalid field names and overlapping reports. By the end of this course, you’ll be able to create more robust PivotTables in minutes—just in time for that next meeting.

Skills covered

Quick TipsSpreadsheetsMicrosoft ExcelBusiness Software and ToolsMicrosoft

Concepts

Introduction

  • Analyze your data quickly with PivotTables

PivotTable Basics

  • Get data ready for a PivotTable
  • Create a basic PivotTable
  • Use a recommended PivotTable

Adjusting PivotTable Data

  • Rearrange a PivotTable
  • Calculate values in a PivotTable
  • Summarize values in a PivotTable
  • Expand and collapse details in a PivotTable
  • Format data in a PivotTable
  • Group data in a PivotTable

Filtering and Sorting Data

  • Filter data in a PivotTable
  • Sort data in a PivotTable

Conditional Formatting with PivotTables

  • Apply conditional formatting to a PivotTable
  • Remove conditional formatting from a PivotTable

PivotCharts and Slicers

  • Create a basic PivotChart
  • Insert slicers into a PivotTable

Addressing Common Error Messages

  • PivotTable error messages - Field name not valid
  • Refresh a PivotTable
  • PivotTable error messages - Overlapping reports