Excel PivotTable Quick Tips

Course details

In this course, expert Jess Stratton shows you how to maximize the analytical power of Microsoft Excel PivotTables. Explore fundamentals of data formatting and basic PivotTable creation, as well as advanced methods for adjusting, rearranging, and grouping data to calculate and summarize values efficiently. Learn effective strategies for filtering and sorting data, applying conditional formatting to highlight key information, and creating interactive PivotCharts and slicers to enhance data visualization. Plus, dive into common troubleshooting techniques for PivotTable error messages, including invalid field names and overlapping reports. These practical tips will significantly reduce the time needed to create robust PivotTables while improving your data analysis capabilities for professional applications.

Learning objectives
Format data appropriately for optimal PivotTable functionality.
Create and customize PivotTables to analyze complex datasets.
Apply effective grouping and calculation techniques to summarize information.
Implement filtering, sorting, and conditional formatting for enhanced analysis.
Design PivotCharts and slicers for interactive data visualization.
Troubleshoot common PivotTable errors and overcome limitations.

Concepts

0. Introduction

01 - Analyze your data quickly with PivotTables

1. Excel PivotTable Basics

02 - Get data ready for an Excel PivotTable
03 - Create a basic Excel PivotTable
04 - Use a recommended PivotTable
05 - Create multiple PivotTables

2. Adjusting Excel PivotTable Data

06 - Rearrange a PivotTable
07 - Calculate values in a PivotTable
08 - Summarize values in a PivotTable
09 - Expand and collapse details in a PivotTable
10 - Format data in a PivotTable
11 - Group data in a PivotTable

3. Filtering and Sorting Data in a PivotTable

12 - Filter data in a PivotTable
13 - Sort data in a PivotTable

4. Conditional Formatting with PivotTables

14 - Apply conditional formatting to a PivotTable
15 - Remove conditional formatting from a PivotTable

5. PivotCharts and Slicers

16 - Create a basic PivotChart
17 - Insert slicers into a PivotTable

6. Data Grouping with Excel Functions

18 - Use GROUPBY to view data like a PivotTable
19 - Use PIVOTBY to view data with more columns

7. Addressing Common Error Messages in PivotTables

20 - PivotTable error messages - Field name not valid
21 - Refresh a PivotTable
22 - PivotTable error messages - Overlapping and make space