
Presentation and brief description of the course.
Learn to designate data as a formal table in Excel, name the table, enable headers, apply table design options, and add a subtotal row with customizable functions.
Remove duplicates in Excel tables by using the remove duplicates tool and selecting the sales number column. Excel reports three duplicates found and 62 unique values remain.
Explore how to manage automation settings in Excel 2023, turning off or on automatic table range updates and formula replication for new rows, via files, options, proofing, and autocorrect.
Learn how structured referencing in Excel tables replaces cell addresses with field names, creating readable, automatically replicated formulas for totals and profits, and enabling easier filtering and pivot table workflows.
Introduction to Filtering Data with Filter Buttons
Text Filters with Filters Buttons
Number Filters with Filters Button
Date Filters with Filter Buttons
Master pivot tables by learning how to create, reconfigure, and analyze sales data in Excel, using a sample sales listing table to explore time-based and cross-tab analyses, totals, and averages.
Create and customize a pivot table in Excel to analyze data by placing product families and branches in rows and columns, applying currency formatting and value settings.
Explore how pivot tables auto filter fields in columns and rows, using label filters and global filters to display a subset of data by year, product, and branch.
Learn to reconfigure pivot tables by adding levels to rows, columns, and filters with region and branch groupings, apply filters, collapse or expand groups, and switch from sum to average.
Explore how pivot table layouts affect group and item placement, including compact, outline, and tabular forms, and learn when to repeat labels and insert blank rows.
Open and adjust field settings in a pivot table, including rows, columns, and filters, and rename subtotals while applying sum, count, and average across product families.
Create a pivot table with month rows and year columns, include total cost, total sales, profit; add calculated fields for margin over revenue and margin over cost; apply branch filters.
Explore how to group dates in Excel pivot tables, automatically create year, quarter, and month levels, and adjust grouping with days, filters, and the Analyze tab.
Learn how slicers extend pivot table filtering by using any field, not just those in the pivot. Add slicers for year and product family to filter dynamically and combine selections.
Explore how to use the timeline filter for date type fields in pivot tables, select years, quarters, or days, and apply automatic updates and timeline styles.
Explore Power Pivot for blending data from multiple tables by linking sales, branch, clients, and product tables through common IDs, and understand relational databases before using Power Pivot.
Explore how relational databases structure data into tables with fields and records, and how primary keys ensure unique identifiers while foreign keys link tables in a one to many relationship.
Define each data list as a formal table, add them to the data model, and define relationships to build a pivot table from blended data.
Add the sales table to the data model using the Power Pivot tab, then add the branches, clients, and products tables, preparing to create relationships.
Create relationships in the diagram view by linking primary and foreign keys across sales, branch, client, and product tables to form a one-to-many data model for pivot analysis.
Learn to create pivot tables from a data model with multiple related tables, using fields at the second level, filtering by country, and visualizing results with pivot charts.
All organizations need to analyze data on their activity to find out trends, strengths, weaknesses, and other aspects to understand the waters they sail on, and Pivot Tables is an excellent tool for this purpose. A must to learn for any manager.
If your aim is to learn quickly, smoothly, and thoroughly Pivot Tables, going directly to the point, you have come to the right place.
Based on more than 25 years of experience as an Excel trainer and business manager, this course reflects this wide and versatile knowledge, delivered to you in a tray with juicy content.
You’ll acquire proficiency in Excel Pivot Tables by dominating matters such as notions about tables and the advantages of their formal definition, creation, and reconfiguration of Pivot Tables, diverse types of filtering data, defining calculated fields and items, grouping data and subtotals, Pivot Charts and Power Pivot, amongst others.
Course content:
Tables: - Notions and Concepts
Introduction to Tables
Defining as Formal Table
Removing Duplicates
Basic Features of a Formal Table
Automation Settings
Structured Referencing
Tables: Filtering Data
Filtering Data - Introduction
Text Filters
Number Filters
Date Filters
Pivot Tables - Creation and Reconfiguration
Introduction to Pivot Tables
Creating a Pivot Table
Filter Field
Reconfiguring a Pivot Table
Totals and Grand Totals
Layout and Styles
Pivot Tables - Fields Settings and Calculations
Values Fields Settings
Item Fields Settings
Creating Calculated Fields
Creating Calculated Items
Pivot Tables - Grouping
Date Grouping
General Grouping
Columns Grouping
Pivot Tables - Special Filters
Slicer Filter
Timeline Filter
Pivot Charts
Inserting a Pivot Chart
General Tasks with Pivot Charts
Power Pivot - Installation and Introduction
Power Pivot - Add-In Installation
Power Pivot - Database Notions - Introduction
Power Pivot - Database Notions - Relational Database
Power Pivot - Definining Lists as Tables
Power Pivot - Data Model and Pivot Tables
Adding Tables to the Data Model
Creating Relationships
Creating a Pivot Table of a Data Model
Power Pivot - Calculated Fields
Calculated Fields - Introduction
Creating Calculated Fields
Calculated Fields - Using in Pivot Table
Power Pivot - KPIs - Key Performance Indicators
Key Performance Indicators - Introduction
Creating KPIs Metrics
Applying KPIs in a Pivot Table