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Excel 2010 Expert Level 7
Microsoft Excel Expert Tutorial - 1 Hour, 5 Minutes

 
 
This is the seventh class in our Excel 2010 Expert Series. It picks up where Expert Level 6 left off. The focus of this course is on PivotTables and PivotCharts. Topics covered include:
 
 - What is a PivotTable? Why use them?
 - Creating a PivotTable
 - Set Values, Row & Column Labels
 - Editing a PivotTable
 - Sort, Filter, Expand, Collapse, Pivot Data
 - PivotTable Layout, Slicers, Multiple Values
 - Subtotals, Styles, Data Subsets
 - Creating & Editing PivotCharts
 - Grouping Data by Month, Value Ranges

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If you would like a preview of what's covered in this class,
click here to watch the first lesson of this course (free of charge), or scroll down for more information.




 

Excel 2010 Expert Level 7
Description: Excel 2010 Expert Level 7
Versions: Microsoft Office Excel 2010
Pre-Requisites: Excel 2010 Expert Level 6
Running Time: 1 Hour, 5 Minutes
Cost: $19.99


This course is for the expert user who has good experience with Microsoft Excel or has completed the five courses in our Beginner Series plus Expert Level 1, 2, 3, 4, 5 and 6 classes. This course will teach you how to work with PivotTables and PivotCharts in Excel.

We will begin by learning about PivotTables, what they are, why they're useful, and what you can do with them.

 

Next you'll build your first PivotTable. We'll start with a list of sales data that looks like this (don't worry, you can download the sample data sheet from my web site instead of having to type it all in).

 

You'll then turn it into a PivotTable report that shows a breakdown of each store (city) for each year, along with totals for each. This demonstrates the power of a PivotTable. You'll learn how to set row and column labels, assign your data values, and change the total function from COUNT to SUM, AVERAGE, MAX, and several others.

 

In the next lesson, we'll learn how to edit the PivotTable. You'll learn how to change the data fields in the PivotTable, set multiple fields per axis, expand and collapse levels, and filter & sort your data. You'll learn the difference between label filters, value filters, and report filters. You'll see what o "pivoting" your data means.

 

Next we'll learn about various PivotTable options. You'll learn how to work with multiple sets of values, change the PivotTable Pane Layout options, and defer the layout update. You'll explore several of the PivotTable Options, including setting a value for empty cells. You'll see how to create Slicers (a new feature in Excel 2010). You'll create Slicers for multiple values, and see how to select multiple items per Slicer.

 

Next we'll focus on PivotTable layout and design. You'll see how to show/hide subtotals and grand totals. You will see options for adding blank rows after groups of data, row and column headers, banded rows/columns, and PivotTable styles. You'll also learn a neat trick for creating a separate sheet showing a subset of your PivotTable data.

 

You will next learn how to create PivotCharts, which are essentially PivotTables in chart format. You'll learn many different formatting and layout options for PivotCharts, and how to move them to a separate sheet for easy printing.

 

Next you'll learn how to group data. Given a list of dates, for example, you'll see how to group them together by month (or year/month) in your PivotTable. You'll see how to create a custom date range, such as grouping by calendar week. You'll also see how to create a custom numeric grouping, such as age groups (15 to 24, 25 to 34, etc.)

 

Again, this is the perfect class for anyone who wants to learn how to work effectively with PivotTables and PivotCharts in Microsoft Excel 2010. Of course, if you have any questions about whether or not this class is for you, please contact me.
 

 

Complete Outline - Excel 2010 Expert Level 7

00. Intro (5:55)

01. What is a PivotTable (4:58)
Why are they useful?
What you can do with them.

02. Our First PivotTable (6:07)
Create Data Table
Optional download from web site
Create PivotTable
Set Row Labels, Column Labels
Set Values
Change from Count to Sum

03. Editing Your PivotTable (8:28)
Changing Fields
Multiple Fields per Axis
Expanding / Collapsing Levels
Filter & Sort Data
Label Filter, Value Filter
Report Filter
"Pivoting" Your Table

04. PivotTable Options (12:42)
Multiple Sets of Values
PivotTable Pane Layout Mode
Defer Layout Update
PivotTable Options Menu
For Empty Cells Show
Group / Ungroup
Slicers
Select Multiple Items
Slicer Settings
Multiple Slicers
05. PivotTable Design (5:14)
Layout
Show Subtotals
Grand Totals
Report Layout
Blank Rows
Row & Column Headers
Banded Rows / Columns
PivotTable Styles
Double-Click to Create Data Subset

06. PivotCharts (4:51)
Creating a PivotChart
PivotChart Options

07. Grouping Data (11:47)
Group by Month
Table Better Than Range
Refresh
Change Data Source
Group by Year/Month
Subtotal Row
Custom Weekly Grouping
Group Ranges of Numbers
Group on Age Distribution

08. Review (4:37)

 


 
Keywords: microsoft excel tutorial, microsoft excel 2010 tutorial, microsoft office excel 2010 tutorial, microsoft excel 2010 training, pivottable, pivot table, filter, sort, pivoting, slicer, slicers, pivotchart, pivot chart
 
 

Student Interaction: Excel 2010 Expert 7

Richard on 6/14/2011:  The focus of this course is working with PivotTables and PivotCharts in Excel. Topics covered include:   - What is a PivotTable? Why use them? - Creating a PivotTable - Set Values, Row & Column Labels - Editing a PivotTable - Sort, Filter, Expand, Collapse, Pivot Data - PivotTable Layout, Slicers, Multiple Values - Subtotals, Styles, Data Subsets - Creating & Editing PivotCharts - Grouping Data by Month, Value Ranges  - Lots More!
Mubeezi Micah on 6/15/2011: Dear Richard,

I wonder why i have been afraid to use Pivot tables. You make it look so simple. Thank you for developing this tutorial!

MICAH

Reply from Richard Rost:

You're very welcome. Glad you enjoyed.

Mubeezi Micah on 6/15/2011: Time index: 12:05
The slicer is really a cool feature. Wow!

Bernhard Schmitt on 10/18/2011: Excel 2010 Expert 7
Why does the vedio player not show a vedio? It just shows a picture.

Reply from Richard Rost:

There's nothing wrong with the video. Try switching to the FLASH player (option in the bottom left corner).

Terry Stevens on 11/11/2011: Excellent Tutorial!

Reply from Richard Rost:

Thank you.

Becky Young on 1/13/2012: Do you have self tests for the different levels?

Reply from Richard Rost:

I have tests for SOME of the classes, but we haven't made any new ones in quite some time... it's one of the things on my TO DO list for 2012.

Lois  on 2/13/2012: I too cannot see the video once I get to Lesson 7. I can only hear the lesson. I cannot find the option in the bottom left corner to switch

Reply from Richard Rost:

Try downloading the course again. This usually happens if a video didn't completely download 100% successfully. If that doesn't work, try watching the course in the Theater online.

steve jordan on 12/15/2012: hello, can you install a search option for your lessons. i am looking for the lesson that shows how to do sticky notes.i have bought alot of lessons but find it difficult to remember in which lessons certain tips are found. a search would help me locate itmes i need rather than trying to hunt through all the lessons i bought trying to find some small item.

Reply from Richard Rost:

Yep. See that SEARCH BOX in the upper-right corner of every page on my site? You can use that to search for lesson topics. You do have to know what you're searching for, however. In this case, you're looking for COMMENTS.

You can also drop down that "MORE..." box and go straight to the full outline for all of my Excel class topics. You can use CTRL-F in your browser to search once you're on that page.

Jennifer Hull on 4/1/2013: Hi Am using access. I need to look at data with a 3rd dimension.
1. Can you enter data into a pivot table
2. Can you use a pivot table as part of access.

I need to look at 15 fields ( blood results) for each week,for each patient over a 25 week period.

Reply from Richard Rost:

1. No you cannot enter data directly into a PivotTable
2. PivotTables have been DISCONTINUED in Access 2013. I never liked using them in Access anyway. They were always much better in Excel.

If you explain to me more about what you're trying to do, perhaps I could help you come up with a better solution.

Laurie J. on 5/2/2013: Is it possible to create a workbook that includes several PivotTables on their own sheet that calculate different data? I would like to create a workbook where I can plug in the data and have the information automatically populate. Thank you.

Reply from Richard Rost:

Sure. When creating the PivotTable you can choose to insert it in a new sheet or in a location in an existing sheet. You can in Excel 2013. I'm pretty sure you can in 2010 as well.

Anonymous on 4/30/2014: Hi Richard,
For Pivot Tables, in the Options Menu's Totals & Filters Tab, what does "Allow multiple filters per field" mean? Wouldn't 1 be enough?

 

You may want to read these articles from the 599CD News:

 

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