Microsoft Data Analysis using Excel Pivot Tables & Charts

Explore the Excel pivot table interface, understanding fields, filters, rows, columns, and values. Learn how to customize layouts and use product category and age group filters to analyze sales data.

Launch your first excel pivot table by converting a fixed data table into a flexible summary; learn pivot table fields, rows, columns, values, filters, and naming the pivot.

Explore the analyze and design tabs in a pivot table, set source data, create groups, manage fields, apply filters, and adjust layout and styles to shape the pivot table.

Learn how to update Excel pivot tables with new data by changing the source data and refreshing the pivot, ensuring values reflect additions in real time.

Learn to select, copy, move, clear, and delete pivot tables in Excel, manage entire pivot tables, toggle labels and values, and clear filters across worksheets.

Explore how to apply and compare number formats in pivot tables, switching between currency, accounting, and date formats using format cells and value field settings.

Configure pivot tables by adjusting layout options—subtotals, grand totals, report layout, and blank rows—and apply style settings for row headers, column headers, banded rows and columns, and color themes.

Customize pivot table headers and labels by renaming fields like total revenue, and apply conditional formatting—data bars, color scales, and icon sets—to highlight top values and patterns.

Explore pivot table conditional formatting across sections, applying highlighted cell rules, top and bottom rules, above or below average, data bars, color scales, and icon sets to visualize data effectively.

Explore advanced conditional formatting in pivot tables, using rule-based and formula-based techniques to highlight values, manage grand totals, and apply dynamic formatting with new rules.

Master pivot table sorting techniques in Excel, including A to Z, Z to A, ascending and descending orders, manual sorting, and grouping options.

Learn how to filter pivot table data by date using the data filters option, including between dates, today, yesterday, last quarter, and year-to-date.

Learn to filter pivot table data with slicers and timelines, create and manage slicers, connect them to multiple pivot tables, and customize colors for clearer reporting.

Explore calculated value fields in pivot tables, using the summarize by value option to compute count, average, maximum, and more, with practical steps on setting revenue fields.

Explore how the summarize value as option in pivot tables recalculates data as percentage of parent row total, revealing the parent-child relationship and how child contributions differ from grand totals.

Learn to display revenue as a running total and as a percentage of running total in Excel pivot tables, using year or customer age group as the base field.

Create custom calculated fields in pivot tables to derive a profit percentage from revenue and cost without altering raw data.

Explore the solver in pivot tables by creating calculated fields and items, adjusting the solve order (including salt water), and generating a comprehensive list of formulas to document all calculations.

Discover how report filter pages save time by generating multiple monthly reports from a single pivot table in seconds, using the analyze tab and show report filter pages.

Place month in the report filter pages to generate twelve month-specific pivot tables and worksheets from January to December, saving time.

Master the get pivot table data function to extract data from a pivot table and create customized reports using the data field, pivot table, and field item pair syntax.

Discover how the get pivot table data function retrieves revenue from a pivot table by selecting data fields, pivot table fields, and items in Excel.

Create pie, 3d pie, and donut pivot table charts with country revenue data, add data labels and a clear chart title, and customize designs for visual clarity.

Demonstrate creating and customizing pivot table charts in Excel, including clustered bar, line, and stacked area charts, adjusting chart types and data fields such as country and month.

Apply slicers and timelines to pivot tables to filter data across multiple charts, and connect slicers to multiple tables with multi-select, clear filters, and styling for usability.

Learn to display items with no data in a pivot table by enabling show items with no data in field settings, then customize blanks as zero or blank.

Apply multiple filters in an Excel pivot table by combining label and value filters, such as begins with B and greater than 30,000, using the multi-filter option.

Turn off get pivot data in Excel pivot tables by using the Analyze tab to disable generate pivot table data, so formulas no longer reveal pivot table data.

Learn to apply multiple subtotals in a pivot table by using design options to display sum, count, average, max, and min for product category and subcategory, enabling detailed subtotal analysis.

Enable automatic refresh of pivot tables when opening a file by configuring the data tab options and pivot table options to refresh on open.

Learn to recover a hidden pivot table field list in Excel by using the Analyze ribbon, Show options, and toggling fields to restore fields in your pivot table.