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LinkedIn Learning

Excel 2016: Pivot Tables in Depth

via LinkedIn Learning

Overview

Learn how to use PivotTables to summarize, sort, count, and chart your data in Microsoft Excel 2016.

Learn how to use PivotTables to summarize, sort, count, and chart your data in Microsoft Excel 2016. Author Curt Frye 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 create PivotCharts to visualize your data, enhance PivotTables with macros, and use the Data Model feature to build PivotTables from related tables.

Syllabus

Introduction
  • Welcome
  • 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
  • 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
  • Setting PivotTable print options
  • Printing each item on its own page
  • Printing a PivotChart
8. Manipulating PivotTables
  • Recording and reviewing an Excel macro
  • Running an Excel macro
  • Creating a simple PivotTable presentation kit
  • Working with PivotTables using keyboard shortcuts
9. Creating PivotTables Using the Data Model
  • Creating relationships between tables
  • Creating a PivotTable using the data model
  • Editing table relationships
Conclusion
  • Next steps

Taught by

Curt Frye

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