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Excel Pivot Tables for the Web: Complete Introduction

Name: Excel Pivot Tables for the Web: Complete Introduction
Rating: 4.5 (2 reviews)

Build sales and finance dashboards with PivotTables in Excel for the web - no install, no formulas, 3 hours

Created byIan Littlejohn

Last updated 10/2026

English

English [Auto],

What you'll learn

Create and customize PivotTables in Excel for the web, in any browser, with nothing to install
Summarize thousands of rows into a report in seconds using Sum, Average, Count, Min and Max
Filter and slice your data with report filters, Top 10 analysis, and slicers linked across several tables
Analyze trends over time by grouping dates and building line and area charts
Calculate percentages, running totals, difference from and ranking, with no formulas
Highlight what matters using conditional formatting rules, data bars, color scales and icon sets
Build a sales dashboard and a finance dashboard end to end, from raw data to a working report
Practice everything with six hands-on activities, each with the data file and a full walkthrough video

Course content

11 sections • 59 lectures • 3h 4m total length

Introduction2:21
Meet your instructor and see what PivotTables in Excel for the web can do: turn thousands of rows into totals, averages and counts, and build interactive dashboards in the browser.
About the Course1:23
How to get the best from the course: setting the video quality to full HD, changing the playback speed to suit you, and where to go for Udemy support and your certificate.
About the optional conversations with Ada0:29
What the two optional conversations with Ada are: one at the start about the data you work with and your goals, and one at the end to review the course.
(Optional) Chat with Ada about the course and what you want to learn
Download the Training Data0:03
Download the sales data workbook used throughout the course so you can build every PivotTable in Excel for the web alongside the lectures.
Review of the Data2:26
Structure your data so PivotTables work properly: one header row, no blank rows or columns and no totals inside the data, using the course training file.

Introduction to Create Pivot Tables0:35
What this section covers: creating a PivotTable in Excel for the web, working with dimensions and values, formatting, sorting and column graphs.
Create Pivot Tables7:13
Create your first PivotTable in Excel for the web from Insert, PivotTable: drag fields into rows and values and set the number format.
Working with Dimensions5:27
Add more than one field to rows and columns to break the totals down by several dimensions, and control the subtotals.
Update on Layouts4:37
An update on the layout options in Excel for the web: changing the report layout, turning subtotals and grand totals on or off, and refreshing the PivotTable.
Working with Values3:10
Add several fields to the values area and format each one, so a single PivotTable shows all the figures you need.
Formatting and Sorting Pivot Tables4:04
Sort a PivotTable by value or by label and format it for reporting, including the subtotal settings.
Column Graphs6:02
Add a column PivotChart in Excel for the web so the figures in the PivotTable are shown as a graph.
Your turn: build pivot tables0:32
Your turn: build PivotTables from the sales data with the dimensions and values the report needs.
Walkthrough: the pivot tables exercise5:03
Walkthrough of the Pivot Tables exercise: laying out the fields, sorting the result, and a first look at conditional formatting and Top 10.

Introduction to Methods of Aggregation0:45
What this section covers: the methods of aggregation - Sum, Average, Count, Max and Min - and combining several of them in one PivotTable.
Methods of Aggregation4:08
Change how a PivotTable summarizes a field - Sum, Average, Count, Max and Min - and control the grand totals.
Combining Methods5:15
Use the same field more than once with a different aggregation each time, so average, count, maximum and minimum sit side by side.
Your turn: use the methods of aggregation0:19
Your turn: summarize the sales data with several methods of aggregation in one PivotTable.
Walkthrough: the methods of aggregation exercise3:46
Walkthrough of the Methods of Aggregation exercise: setting each field's aggregation and checking the totals.

Introduction to Filters and Slicers1:13
What this section covers: filtering PivotTables, Top 10 analysis, report filters, and slicers - including one slicer driving several PivotTables.
Filtering Pivot Tables4:33
Filter a PivotTable with label filters and value filters so it shows only the rows that answer your question.
Top 10 Analysis2:39
Use the Top 10 filter to show the best or worst performers, by value or as a percentage of the total.
Your turn: filter the pivot table0:32
Your turn: filter the sales data with label and value filters and pull out the top 10.
Walkthrough: the filters exercise3:43
Walkthrough of the Filters exercise: applying the label filter, the value filter and the Top 10 filter.
Report Filters2:44
Add a field to the Filters area to filter the whole PivotTable by something that does not appear in the rows or columns.
Slicers to Filter Data4:22
Add a slicer in Excel for the web so the PivotTable filters with buttons rather than dropdowns.
Your turn: add slicers0:28
Your turn: add slicers to your PivotTables and check the report filters as you click.
Walkthrough: the slicers exercise3:43
Walkthrough of the Slicers exercise: inserting the slicers and checking the filtered figures.
Slicers to Filter Multiple Pivot Tables4:20
Connect one slicer to several PivotTables so a single click filters every table on the dashboard.

Introduction to Trend and Date Analysis0:57
What this section covers: trend and date analysis - adding date fields to the source data and charting the trend with line and area graphs.
Creating Fields for Trend Analysis7:33
Add year and month fields to the source data, then refresh the PivotTable so you can report the trend by period.
Line and Area Graphs5:28
Chart a trend with a line or area PivotChart in Excel for the web, and filter it with a slicer.
Your turn: analyze the trend0:17
Your turn: build the date fields and chart the sales trend.
Walkthrough: the trend and date analysis exercise3:41
Walkthrough of the Trend and Date Analysis exercise: building the trend table, sorting the periods and adding the line chart.

Introduction to Sales Dashboard0:41
What this section covers: bringing the PivotTables, charts and slicers together into an interactive sales dashboard in the browser.
Your turn: create the sales dashboard0:26
Your turn: build the sales dashboard - the layout and charts first, then the slicers and formatting.
Walkthrough: the sales dashboard exercise, part 1 - the layout9:05
Walkthrough of the Sales Dashboard exercise, part 1: building the PivotTables and charts, including the Top 10 view, and laying them out on the sheet.
Walkthrough: the sales dashboard exercise, part 2 - the slicers5:57
Walkthrough of the Sales Dashboard exercise, part 2: adding the slicers, connecting them to every table, and formatting the dashboard.

Introduction to Advanced Calculations0:54
What this section covers: the Show Values As calculations - percentage of total, % Of, Difference From, running total and ranking - plus pie charts.
Percentage Calculations5:20
Use Show Values As, % of Grand Total to show each item's share of the total, and format the percentages.
Pie Charts4:03
Build a pie PivotChart to show the split, compare it against a line chart, and filter it with a slicer.
Percentage Of3:05
Use Show Values As, % Of to compare each item against a base item you choose rather than against the total.
Difference From, Running Total and Ranking5:52
Use Show Values As to show the change from the previous period, a running total, and a rank from largest to smallest.
Your turn: use the advanced calculations0:25
Your turn: add percentage, difference from, running total and rank calculations to your PivotTable.
Walkthrough: the advanced calculations exercise4:53
Walkthrough of the Advanced Calculations exercise: choosing each Show Values As option and formatting the result.
Finance Example5:27
A finance worked example: month on month difference, a running total and a ranking in one PivotTable, formatted for reporting.

Introduction to Conditional Formatting0:57
What this section covers: conditional formatting on a PivotTable - rules, Top 10, data bars, color scales and icons.
Conditional Formatting using Rules4:24
Apply a conditional formatting rule to a PivotTable so values above or below your threshold highlight themselves as the data changes.
Top 10 Formatting4:00
Use Top 10 and above average conditional formatting rules to highlight the best and worst performers.
Your turn: apply conditional formatting0:28
Your turn: highlight the sales figures with a cell rule and a Top 10 rule.
Walkthrough: the conditional formatting exercise4:42
Walkthrough of the Conditional Formatting exercise: setting each rule and choosing the cells it applies to.
Data Bars, Color Scales and Icons5:35
Add data bars, color scales and icon sets to a PivotTable so the size and the status of every value show at a glance.

Introduction to Interactive Finance Dashboard0:44
What this section covers: an interactive finance dashboard built on Difference From, running totals, ranking and a line chart.
Your turn: create the finance dashboard0:31
Your turn: build the finance dashboard - the calculations and layout first, then the slicers.
Walkthrough: the finance dashboard exercise, part 1 - the layout5:17
Walkthrough of the Finance Dashboard exercise, part 1: building the PivotTables with Difference From, running total and rank, and formatting them.
Walkthrough: the finance dashboard exercise, part 2 - the slicers4:30
Walkthrough of the Finance Dashboard exercise, part 2: adding the slicers and the line chart and connecting them to every table.

Requirements

A Microsoft 365 account - personal, family or work - with access to Excel for the web. Everything in this course is done in the browser: no desktop Excel, nothing to install, and no difference between Windows and Mac.
Basic Excel. You should be comfortable opening a workbook and recognizing a table of data with headings. No formulas, VBA or macros are needed at any point.
The final section connects an Excel workbook to Power BI data. This section is optional and nothing else depends on it. It requires a separate Power BI license and a work or school account - Power BI does not accept personal Gmail or Outlook addresses.
No Microsoft 365 Copilot license is required. Everything in this course is built with standard Excel features.

Description

This course contains the use of artificial intelligence.

Every lesson in this course is written, created and recorded by me. AI is used only to help produce supporting images and written materials around the lessons.

Your manager wants the numbers by Friday, and all you have is a spreadsheet with twelve thousand rows in it.

You do not need to install anything, and you do not need to write a single formula. If you can open Excel in a browser, you can answer that question in a couple of minutes with a PivotTable - and this course shows you how, start to finish, in three hours.

This is Excel for the web: the version that runs in your browser and comes with any Microsoft 365 account. Everything taught here works there. No desktop install, no version numbers, no "that feature is not available in your edition".

WHAT YOU WILL ACTUALLY DO

You start with a raw sales file and finish with two working dashboards. Along the way you will:

Create PivotTables and reshape them by dragging fields, not by rewriting formulas
Summarize with Sum, Average, Count, Min and Max, and combine them in a single table
Filter with report filters, Top 10 analysis, and slicers that drive several tables at once
Group dates to see trends by month, quarter and year
Calculate percentages, running totals, difference from and rank, straight from the Show Values As menu
Apply conditional formatting, data bars, color scales and icon sets so the answer is visible at a glance
Build a sales dashboard and a finance dashboard end to end

HOW IT IS TAUGHT

Short lessons, mostly four to nine minutes, every one recorded live in the browser so what you see is what you will open. Every topic section ends with a practical activity: a written brief, the data file, and a full walkthrough video so you can check your work. Six activities across the course. The training data is downloadable in the first section, so you are working with real numbers from lesson one.

ABOUT THE TRAINER

I am Ian Littlejohn. I have been training business people to work with data since 2008, and publishing on Udemy since 2013, where more than 400,000 learners have taken my 16 courses and left more than 139,000 reviews at an average rating of 4.6. I teach the analysis, not the software. Every lesson starts with a question a manager actually asks, then answers it with tools you already have.

Ready to start? Open a browser, open your data, and let's build your first PivotTable.

Who this course is for:

People who work in Excel through a browser - on a Chromebook, a locked-down work laptop, or a shared machine where you cannot install software - and need to summarize data without writing formulas
Excel users on Microsoft 365 who have only ever used the desktop app, and want to know what does and does not work in the web version
Finance, sales and operations staff who are asked for a monthly summary or a dashboard, and are currently building it by hand with SUMIF and filters
If you want the full PivotTables course in desktop Excel, with pivot charts and a longer curriculum, take Complete Introduction to Excel Pivot Tables instead. This course is the shorter, browser-only version.

Excel Pivot Tables for the Web: Complete Introduction

What you'll learn

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Course content

Introduction6 lectures • 7min

Create Pivot Tables9 lectures • 37min

Methods of Aggregation5 lectures • 14min

Filters and Slicers10 lectures • 28min

Trend and Date Analysis5 lectures • 18min

Sales Dashboard4 lectures • 16min

Analyzing Data with Advanced Calculations8 lectures • 30min

Conditional Formatting6 lectures • 20min

Finance Dashboard4 lectures • 11min

Working with Power BI Data2 lectures • 3min

Requirements

Description

Who this course is for: