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Intro

In lesson 223, we will begin working with pivot tables in Microsoft Excel. We will talk about what a pivot table is, how to build one using the wizard, and how to pivot your data. We will work with a sales log and employee list, learn how to filter and sort pivot table data, and discuss best practices for setting up your sample worksheets for easy use in class.

Transcript

Welcome to Microsoft Excel 223 Data Analysis 4, PivotTables Part 1. Brought to you by excellearningzone.com. I am your instructor, Richard Rost.

In today's class, we are going to begin learning about pivot tables. We will learn what a pivot table is. We will show you how to build a pivot table using the wizard. We will teach you about pivoting your data. We will work with a sales log and employee list. We will filter pivot table data, and we will show you how to sort pivot table data.

Before taking this class, you should have taken Excel 222 Data Analysis Part 3, and all the previous Microsoft Excel courses in this series.

In class, we will be using Microsoft Excel XP 2002. However, this lesson is valid for every version of Microsoft Excel. You will notice some cosmetic differences with different versions of Excel. Some of the features may be slightly different. However, the vast majority of the topics we will cover will be the same for almost every version of Excel.

Normally, for my classes, I recommend that you type in all of the data that I type in during class. However, in order to work with pivot tables, we need some pretty large lists of data. I encourage you to copy the sample worksheet data from the website at excellearningzone.com/excel/223. On the website, you will see links for all the different sheets that we are going to use in today's class.

If you click on them, you can copy this information into your Excel worksheets. I will show you how to do this in class in just a moment. You will also find the sample Excel worksheet file on your computer that has been installed with these videos, in your Program Files, 599CD\\Excel\\Excel223 folder.

Of course, if you have problems or questions while working on this course, you can always contact us at excellearningzone.com/contact.

Quiz

Q1. What is the main topic covered in this Excel 223 lesson?
A. Macros and automation in Excel
B. Conditional formatting techniques
C. Introduction to pivot tables
D. Creating charts and graphs

Q2. Which of the following is NOT mentioned as a concept taught in this class?
A. Building a pivot table using the wizard
B. Creating VBA macros
C. Filtering pivot table data
D. Sorting pivot table data

Q3. Before taking this class, which prerequisite is recommended?
A. Excel 101 Introduction to Excel
B. Excel 112 Data Entry Basics
C. Excel 222 Data Analysis Part 3
D. None, there are no prerequisites

Q4. What data will students primarily work with in this pivot table course?
A. Customer invoice data
B. Employee list and sales log
C. Product inventory sheet
D. Financial budget spreadsheet

Q5. What is said about the validity of this lesson across different Excel versions?
A. The lesson only applies to Excel XP 2002
B. Significant differences make it version-specific
C. The lessons are valid for almost every version of Excel, with mostly cosmetic differences
D. The lesson applies only to the latest version of Excel

Q6. How are students advised to get the large lists of data needed for the class?
A. Enter all data manually during class
B. Download sample data from the course website
C. Purchase a data CD from the instructor
D. Use predefined templates in Excel

Q7. If students have questions or issues during the course, what should they do?
A. Wait for the next class session
B. Contact support through excellearningzone.com
C. Ignore the problem and proceed
D. Post on a public Excel forum

Answers: 1-C; 2-B; 3-C; 4-B; 5-C; 6-B; 7-B

DISCLAIMER: Quiz questions are AI generated. If you find any that are wrong, don't make sense, or aren't related to the video topic at hand, then please post a comment and let me know. Thanks.

Summary

Today's video from Excel Learning Zone is Microsoft Excel 223 Data Analysis 4, focusing on PivotTables, Part 1. I am your instructor, Richard Rost.

In this class, I introduce you to the basics of pivot tables in Excel. We start with an explanation of what a pivot table is and why it is a powerful tool for data analysis. I will guide you through the process of building a pivot table using the built-in wizard. We will explore how to manipulate and pivot your data to gain meaningful insights.

Throughout the lesson, we use a sample sales log and an employee list to demonstrate these features. I will cover how to filter the data within your pivot table to focus on the information most relevant to you, and how to sort pivot table data to better organize your results.

Before tackling this lesson, you should have completed the previous course in the series, Excel 222 Data Analysis Part 3, as well as all earlier Microsoft Excel courses. This background knowledge is important because it builds the foundation needed for working with more advanced Excel features like pivot tables.

Although I will be using Microsoft Excel XP 2002 during the class, the topics covered are applicable to just about every version of Excel. You might notice some visual differences if you are using a newer release, and a few features might look slightly different, but the majority of the material will be the same.

Normally, I encourage students to follow along by typing the data I use in class. However, since pivot tables are most effective with large lists of data, I suggest copying sample data directly from the website at excellearningzone.com under Excel 223. There, you will find links to all the Excel sheets used in today's lesson. You can copy this data into your own worksheets easily. During the course, I will show you how to do this step by step. Additionally, if you have installed the related videos, you can find a sample Excel worksheet file on your computer in the Program Files directory under 599CD\\Excel\\Excel223.

If you run into any problems or have questions as you work through the class, you are always welcome to reach out through the contact page at excellearningzone.com.

You can find a complete video tutorial with step-by-step instructions on everything discussed here on my website at the link below. Live long and prosper, my friends.

Topic List

What a pivot table is

Building a pivot table using the wizard

Pivoting your data in a pivot table

Working with a sales log in a pivot table

Working with an employee list in a pivot table

Filtering data in a pivot table

Sorting data in a pivot table

Copying sample worksheet data to Excel for the lesson