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LinkedIn Learning

Excel 2013: Pivot Tables

via LinkedIn Learning

Overview

Learn to summarize, sort, count, and chart your data with PivotTables in these Excel tutorials.

Join Curt Frye as he explains how to leverage PivotTables to summarize, sort, count, and chart your data in Microsoft Excel. Curt shows you how to navigate the complexity of PivotTables while taking advantage of their power. This course shows how to build PivotTables from single or multiple data sources, add calculated fields, filter your results, and format your layout to make it more readable. Plus, learn how to enhance PivotTable with macros, DAX expressions, and the PowerPivot add-in for analyzing millions of rows of data.

Syllabus

Introduction
  • Welcome
  • What you should know before watching this course
  • Using the exercise files
1. Creating and Pivoting PivotTables
  • Introducing PivotTables
  • Formatting data for use in a PivotTable
  • Creating a PivotTable
  • Creating a Recommended PivotTable
  • Pivoting a PivotTable
  • Configuring a PivotTable
  • Connecting to an external data source
  • Consolidating data from multiple sources
  • Managing PivotTables
2. Summarizing PivotTable Data
  • Managing subtotals and grand totals
  • Changing the 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 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 Formats to PivotTables
  • Highlighting cells by applying a rule
  • Highlighting the top or bottom values in a PivotTable
  • Formatting cells using data bars
  • Formatting cells using color scales
  • Formatting cells using icon sets
  • Editing a conditional formatting rule
  • 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's layout
  • Changing a PivotChart's chart type
  • Adding a trendline to a PivotChart
7. Printing PivotTables
  • Printing a PivotTable
  • Printing headers at the top of each printed page
  • Printing each item on its own page
  • Printing a PivotChart
8. Manipulating PivotTables Using Macros
  • Recording and reviewing an Excel macro
  • Running an Excel macro
  • Creating a simple PivotTable presentation kit
9. Starting with PowerPivot and the Data Model
  • Enabling PowerPivot in Office 2013 Professional Plus
  • Introducing PowerPivot
  • Importing PowerPivot data
  • Adding tables to the data model
  • Managing table columns
  • Creating relationships between tables
  • Creating a PowerPivot PivotTable
  • Filtering data using a timeline
10. Introducing Data Analysis Expressions (DAX)
  • Introducing the DAX language
  • Using DAX operators
  • Surveying DAX functions
  • Adding calculated columns
  • Adding calculated fields
  • Creating aggregate calculations
  • Creating filtered calculations
11. Visualizing Power View Data Using Matrices, Cards, and Tiles
  • Starting out with Power View
  • Installing Microsoft Silverlight
  • Creating a table or matrix
  • Creating a card
  • Creating a tile
  • Filtering Power View objects
  • Formatting Power View objects
12. Visualizing Power View Data Using Charts and Maps
  • Creating a column or bar chart
  • Creating a pie chart
  • Creating a line chart
  • Creating a map
  • Creating maps with multivalue series
  • Creating chart multiples
Conclusion
  • Next steps

Taught by

Curt Frye

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