Mastering Excel Pivot Tables and Pivot Charts

Explore date filters in pivot tables, using the row labels dialog and options like is between and is after, with examples from 2010–2012 and all dates in the period.

Mastering Excel pivot tables introduces value filters, guiding you to filter region and country totals by criteria such as sum of total revenue or units sold.

Explore label filters in pivot tables to filter text using begins with and contains, refine regions and countries, and learn how to clear filters.

Get the solution to the review homework for mastering Excel pivot tables and pivot charts. Reinforce data analysis skills through practical pivot table and pivot chart techniques.

Learn to select and clear pivot tables, reset filters, and move pivot tables to new or existing worksheets, enabling quick redesigns and focused data summaries.

Master refreshing and updating pivot tables by changing the data source, inserting new data into the source dataset, and refreshing the pivot report using the analyze tab.

Explore the layout group on the design tab to control subtotals, grand totals, and report layout for pivot tables, including compact, outline, and tabular forms with blank rows.

change the pivot table layout by adjusting the form and how fields, columns, and rows appear, and apply banded rows or conditional formatting for readability.

Apply and combine pivot table style options to format your pivot table, including row headers, column headers, and banded rows or columns, and choose different style designs.

Add a calculated field to a pivot table to compute 15% of total revenue as a tax deduction, using the analyze tab, calculations group, and insert field dialog.

Learn to use calculated items in pivot tables to create India as 45% of China and DRC as 20% of India, illustrating how calculated items differ from calculated fields.

Explore the solution to the review homework on pivot tables and pivot charts in Excel, highlighting practical steps to work with data using these tools.

Discover how conditional formatting in pivot tables highlights trends and key values with bars, colors, and icons, using predefined rules or formulas to analyze data.

Apply conditional formatting to a pivot table by using highlight cells rules to identify low profits. Highlight cells less than 70 million with chosen color and explore other rule options.

Apply top bottom rules with conditional formatting to highlight top or bottom values in a pivot table, including the top three values of the sum of items sold.

Apply data bars, color scales, and icon sets via conditional formatting to pivot table values, such as profits and total revenue, and instantly view the results.

Master conditional formatting in pivot tables by creating new rules and applying color scales to selected cells or columns. Use the rules manager to edit, delete, duplicate, or clear rules.

watch the solution video to the review exercise, mastering pivot tables and pivot charts in excel through practical guidance and examples.

Explore how pivot charts add data visualizations to Excel and make pivot table data summaries clearer by visualizing results and exploring multiple creation methods.

Insert pivot charts from the analyze tab or insert tab, select the pivot table, and choose chart types such as bar or column chart to reflect pivot table summaries.

Create a combo chart to compare revenue and units sold from a pivot table by setting units sold to a line and revenue to a column, using a secondary axis.

Change chart types in pivot charts using the design tab and change type option to swap layouts and styles, such as switching to a pie chart.

Apply basic filters to pivot charts using region and country fields to compare Asia and Europe or Japan and Germany, then clear filters to restore the original view.

Format excel pivot charts by customizing the chart area and plot area with fills, borders, gradients, and effects, plus text options and legend formatting.