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LinkedIn Learning

Excel 2007: Pivot Tables for Data Analysis

via LinkedIn Learning

Overview

Shows how to create PivotTable reports, an amazing tool for data analysis, using internal Excel data and outside data sources.

In Excel 2007: Pivot Tables for Data Analysis, Microsoft Most Valuable Professional Curt Frye helps dispel the common fear of the Pivot Table feature, by demonstrating how to use this powerful tool to discover valuable business intelligence. Curt shows how to create Pivot Table reports from internal Excel data and outside data sources, use filters to focus on the most important data in the sheet, and make visual presentations of data using Pivot Chart reports. Exercise files accompany this course.

Syllabus

Introduction
  • Welcome
  • Using the exercise files
1. Creating and Pivoting PivotTable Reports
  • Introducing PivotTable reports
  • Formatting data for use in a PivotTable report
  • Creating a PivotTable report
  • Pivoting a PivotTable report
  • Configuring a PivotTable report
  • Connecting to an external data source
  • Consolidating data from multiple sources
  • Updating and refreshing PivotTable data sources
  • Managing PivotTables
2. Summarizing PivotTable Data
  • Adding, removing, and positioning subtotals and grand totals
  • Changing the data field summary operation
  • Summarizing more than one data field
  • Creating a calculated field
  • Drilling down to the underlying data
  • Grouping fields
  • Using PivotTable data in a formula
3. Sorting and Filtering PivotTable Data
  • Sorting PivotTable data
  • Creating a custom sort order
  • Filtering by selection
  • Filtering by a rule
  • Filtering with report filter fields
  • Clearing and reapplying filters
4. Formatting PivotTable Reports
  • Applying a style
  • Creating and editing styles
  • Changing the layout
  • Changing the data field number format
5. Emphasizing Data Using Conditional Formatting
  • Highlighting cells by applying a rule
  • Highlighting the top or bottom value in a report
  • Formatting cells using data bars
  • Formatting cells using color scales
  • Formatting cells using icon sets
  • Editing conditional formatting rules
  • Controlling how Excel applies multiple conditional formatting rules
  • Deleting conditional formatting rules
6. Creating and Manipulating PivotChart Reports
  • Creating a PivotChart report
  • Pivoting a PivotChart report
  • Filtering a PivotChart report
  • Formatting a PivotChart report
  • Changing the layout
  • Changing the chart type
  • Adding a trendline
7. Printing PivotTable and PivotChart Reports
  • Printing a PivotTable report
  • Printing each item on its own page
  • Printing a PivotChart report
Conclusion
  • Goodbye

Taught by

Curt Frye

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