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LinkedIn Learning

Excel: PivotTables in Depth

via LinkedIn Learning

Overview

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

Syllabus

Introduction
  • Apply the power of Excel PivotTables
  • What you should know before starting
  • The changing Excel interface
1. Creating and Pivoting PivotTables
  • Introduction to PivotTables
  • Format data for use in a PivotTable
  • Create a PivotTable
  • Pivot a PivotTable
  • Configure a PivotTable
  • Connect to an external data source
  • Consolidate data from multiple sources
  • Manage PivotTables
  • Define a default PivotTable layout
2. Summarizing PivotTable Data
  • Manage subtotals and grand totals
  • Change the data field summary operation
  • Summarize more than one data field
  • Manage dates in a PivotTable
  • Create a calculated field
  • Use PivotTable data in a formula
  • Drill down to the underlying data
3. Sorting and Filtering PivotTable Data
  • Sort PivotTable data
  • Create a custom sort order
  • Filter a PivotTable field by selection
  • Filter a PivotTable by rule
  • Filter a PivotTable using a search filter
  • Filter a PivotTable using slicers
  • Format slicers
  • Filter a PivotTable with report filter fields
  • Clear and reapply PivotTable filters
  • Filter a PivotTable using a Timeline
4. Formatting PivotTables
  • Apply a PivotTable style
  • Create a PivotTable style
  • Change the PivotTable layout
  • Change the data field number format
5. Applying Conditional Formats to PivotTables
  • Highlight cells by applying a rule
  • Highlight the top or bottom values in a PivotTable
  • Format cells using data bars
  • Format cells using color scales
  • Format cells using icon sets
  • Edit a conditional formatting rule
  • Control how multiple rules are applied
  • Delete a conditional formatting rule
6. Creating and Formatting PivotCharts
  • Create a PivotChart
  • Pivot a PivotChart
  • Filter a PivotChart
  • Format a PivotChart
  • Change a PivotChart’s layout
  • Change a PivotChart’s chart type
  • Add a trendline to a PivotChart
7. Printing PivotTables
  • Print a PivotTable
  • Set PivotTable print options
  • Print each item on its own page
  • Print a PivotChart
8. Manipulating PivotTables
  • Record and review an Excel macro
  • Run an Excel macro
  • Create a simple PivotTable presentation kit
  • Change PivotTables using keyboard shortcuts
9. Enabling and Adding Tables to the Data Model
  • Create relationships between tables
  • Create a PivotTable using the data model
  • Edit table relationships
  • Deactivate and delete table relationships
  • Define sets using the Data Model
Conclusion
  • Additional resources

Taught by

Curt Frye

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