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Excel: PivotTables for Beginners (2018)

Excel: PivotTables for Beginners (2018)

24mBeginner2018-02-16

Authors

Dave Ludwig

Dave Ludwig

Content Strategist for Microsoft Excel

Course details

PivotTables don't have to be scary! This powerful Excel feature cuts the time you spend on formulas in half. In this concise course, Excel trainer Dave Ludwig demystifies PivotTables and shows you how to get started using them to analyze your data. Dave begins by explaining two PivotTable basic building blocks: value fields and row fields. Then he shows you how to adjust a PivotTable by adding fields, filters, and formatting. Finally, Dave shows you how to use special filter buttons which are known as slicers, and he also demonstrates how to use timelines. At the end, he goes over the basics of refreshing and updating a PivotTable.

Topics include:
Describe when you would use a PivotTable.
List the things you need to do prior to creating a PivotTable.
Explain the benefits of creating an Excel table before creating a PivotTable.
Describe a conceptual representation of the value field.
Cite the reason you should periodically refresh a PivotTable.

Skills covered

SpreadsheetsMicrosoft ExcelBusiness Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

  • 01 - Excel PivotTables made easy
  • 02 - Excel versions and exercise files

1. Basic PivotTable Concepts

  • 03 - What is a PivotTable
  • 04 - Prepare your data
  • 05 - A word about fields

2. Building a Basic PivotTable

  • 06 - Start building a PivotTable
  • 07 - Create the value field first
  • 08 - Create row fields
  • 09 - Create column fields
  • 10 - Create filters
  • 11 - Updating a PivotTable

Conclusion

  • 12 - Next steps

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