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Excel 2010: Pivot Tables

via LinkedIn Learning

Overview

Provides comprehensive, hands-on Excel tutorials on PivotTables, and more advanced techniques such as using macros and the new PowerPivot add-in.

In Excel 2010: Pivot Tables in Depth, author Curt Frye provides comprehensive, hands-on tutorials on Excel PivotTables, including more advanced techniques such as using macros and the new PowerPivot add-in. The course shows how to connect and consolidate data sources to power PivotTables, sort and filter records, display data in a PivotChart, print tables and charts, and also introduces the DAX language for performing advanced summaries in PowerPivot. Exercise files are included with the course.

Syllabus

Introduction
  • Welcome
  • Using the exercise files
1. Creating and Pivoting PivotTables
  • Introducing PivotTables
  • Formatting data for use in a PivotTable
  • Creating a PivotTable
  • Pivoting a PivotTable
  • Configuring a PivotTable
  • Connecting to an external data source
  • Connecting to an Access database
  • 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 PivotTable data field summary operation
  • Summarizing more than one data field
  • Creating a calculated field
  • Grouping PivotTable fields
  • Using PivotTable data in a formula
  • Drilling down to the underlying data
3. Sorting and Filtering PivotTable Data
  • Sorting PivotTable data
  • Creating a custom sort order
  • Filtering a PivotTable field by selection
  • Filtering a PivotTable by rule
  • Filtering a PivotTable using a search filter
  • Filtering a PivotTable using slicers
  • Formatting slicers
  • Filtering a PivotTable with report filter fields
  • Clearing and reapplying PivotTable filters
4. Formatting PivotTables
  • Applying a PivotTable style
  • Creating a PivotTable style
  • Changing the PivotTable layout
  • Changing the data field number format
5. Applying Conditional Formatting to PivotTables
  • Highlighting cells by applying a rule
  • Highlighting the top or bottom values in a PivotTable
  • Formatting PivotTable cells using data bars
  • Formatting PivotTable cells using color scales
  • Formatting PivotTable cells using icon sets
  • Editing conditional formatting rules
  • Controlling how multiple rules are applied
  • Deleting a conditional formatting rule
6. Creating and Manipulating PivotCharts
  • Creating a PivotChart
  • Pivoting a PivotChart
  • Filtering a PivotChart
  • Formatting a PivotChart
  • Changing a PivotChart layout
  • Changing a PivotChart chart type
  • Adding a trendline to a PivotChart
7. Printing PivotTables and PivotCharts
  • Printing a PivotTable
  • Printing each item on its own page
  • Printing a PivotChart
8. Manipulating PivotTables Using Macros
  • Recording and reviewing a macro
  • Running a macro
  • Creating a simple PivotTable presentation kit
9. Getting Started with PowerPivot
  • Introducing PowerPivot
  • Downloading and installing PowerPivot
  • Importing PowerPivot data
  • Managing table columns
  • Adding tables to a PowerPivot model
  • Creating relationships between tables
10. Working with DAX Expressions
  • Introducing the DAX language
  • Using DAX operators
  • Surveying DAX functions
  • Adding calculated columns and measures
  • Using aggregate functions
  • Using filters in aggregate functions
Conclusion
  • Additional resources

Taught by

Curt Frye

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