Self-Paced Course
Excel Pivot Tables & Charts
Explore and analyze your data instantly using Excel Pivot Tables & Pivot Charts, and complete 10 real-world case studies along the way.
Course Description
Pivot Tables are absolutely essential tools for data exploration in Excel, allowing you to instantly sort, filter, and analyze your data while keeping your source tables intact.
Consider this course a master class in Pivot Tables and Pivot Charts. We'll show you when, why, and how to use core tools and techniques, introduce advanced sorting, filtering, and calculation options, and guide you through interactive, hands-on demos and pro tips each step of the way. In the final section, we'll apply our skills to 10 real-world case studies, including burrito ratings, shark attack records, stock quotes, wine tasting scores, and more.
Whether you're looking for a quick primer or hoping to ramp up your analytics skill set, you've come to the right place.
Course Outline
- Welcome to the Course!
- Benchmark Assessment
- Course Structure & Outline
- DOWNLOAD: Course Resources
- Getting to Know the IMDb Movie Database
- Setting Expectations
- Why PivotTables?
- Structuring Your Source Data
- Inserting Your First PivotTable
- IMPORTANT: Add to Data Model
- Navigating the Field List
- Manipulating PivotTable Views
- Analyze & Design Options
- Selecting, Clearing, Moving & Copying Pivots
- Refreshing & Updating Pivots
- PRO TIP: Dealing with Growing Source Data
- Removing & Reviving Data from Cache
- How PivotTables ACTUALLY Work
- QUIZ: PivotTable 101
- HOMEWORK: PivotTable 101
- Number Formatting
- PRO TIP: Automatically Formatting Empty Cells
- Table Layouts & Styles
- PRO TIP: Using Tabular Tables to Create New Source Data
- Customizing Headers & Labels
- Conditional Formatting
- PRO TIP: Data Bars with Invisible Text
- Advanced Conditional Formatting
- QUIZ: PivotTable Formatting
- HOMEWORK: PivotTable Formatting
- Sorting Options
- PRO TIP: Incorrect Alphabetical Sorting
- Label Filters & Manual Selections
- PRO TIP: Label Filters with Wildcards
- Value Filters
- PRO TIP: Enabling Multiple Filters
- Grouping Data
- PRO TIP: Automatic Date Grouping
- Using Slicers & Timelines to Filter Data
- Breaking out Report Filter Pages
- QUIZ: PivotTable Formatting
- HOMEWORK: Sorting, Filtering & Grouping
- Summarize Values By Options
- PRO TIP: Avoiding the 'Count Of' Trap
- Value Calculations
- Show Values As: % of Column/Row
- Show Values As: % of Parent
- Show Values As: Difference From
- Show Values As: Running Total
- Show Values As: Rank
- Show Values As: Index
- Inserting Calculated Fields
- Calculations in Pivots vs. Raw Data
- PRO TIP: Calculating Using Counts
- Calculated Items (Use With Caution!)
- Solve Order & List Formula Tools
- QUIZ: Calculated Values & Fields
- HOMEWORK: Calculated Values & Fields
- Intro to Pivot Charts
- Column Charts
- Pie & Donut Charts
- Clustered Bar Charts
- PRO TIP: Prevent Charts from Resizing with Cells
- Changing Chart Types on the Fly
- Stacked Area Charts
- Pivot Chart Layouts & Styles
- Moving Charts to New Sheets
- Applying Slicers & Timelines to Multiple Charts
- DEMO: Building a Dynamic Dashboard
- QUIZ: Pivot Charts
- SOLUTION: Pivot Charts
- Setting Expectations
- DOWNLOAD: Case Study Resources
- U.S. Voters (2012)
- San Francisco Salaries
- Shark Attack Records
- Stock Market Data
- Baseball Team Stats
- San Diego Burrito Ratings
- Daily Weather Conditions
- Spartan Race Facebook Posts
- Apple App Data
- Wine Tasting Scores
- Final Assessment
- Course Feedback Survey
- Share the love!
- Next Steps
WHO SHOULD TAKE THIS COURSE?
Excel users who want to build a solid foundation for advanced analytics
Analysts or BI professionals looking to extract insight and meaning from raw data, using expert-level PivotTable techniques
Anyone seeking to improve productivity and work more efficiently with data
WHAT ARE THE COURSE REQUIREMENTS?
Microsoft Excel 2010+ or Office 365, ideally for PC/Windows
Mac users are welcome to join, but may have challenges following along
Start learning for FREE, no credit card required!
Every subscription includes access to the following course materials
- Interactive Project files
- Downloadable e-books
- Graded quizzes and assessments
- 1-on-1 Expert support
- 100% satisfaction guarantee
- Verified credentials & accredited badges
Ready to become a
data rockstar?
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