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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. Of
course, if you have any questions about whether or not this class is
for you, please contact me.
Complete Outline - Excel 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) |
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