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Excel PivotTables Part 1: PivotTables 101

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Self-paced course

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Overview

This class is Part 1 of a three-part series covering data analysis with Excel PivotTables and PivotCharts.

PivotTables are an absolutely essential tool for anyone working with data in Microsoft Excel. Pivots allow you to quickly explore and analyze raw data, reveal powerful insights and trends otherwise buried in the noise, and provide fast, accurate and intuitive solutions to even the most complicated questions.

In Part 1 of this course, I'll show you when, why, and how to use PivotTables, introduce advanced sorting, filtering, and calculation tools, and guide you through interactive, hands-on demos and exercises every step of the way.

We'll cover everything you need to know to get up and running with PivotTables, including:

  • Raw data structure
  • Table layouts & styles
  • Design & formatting options
  • Sorting, filtering, & grouping tools
  • Calculated fields, items & values

From there we'll take what we've learned and move on to Part 2, which introduces PivotCharts, slicers, timelines and custom dashboards. Finally we'll wrap up with Part 3, where we'll tie it all together and explore several advanced, real-world case studies!

Requirements:

  • Microsoft Excel (2010, 2013, 2016), ideally for PC
  • Mac users are welcome, but note that the PivotTable interface varies across platforms
  • Basic experience with Excel functionality (charts & formulas a plus!)

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