Microsoft Data Analysis using Excel Pivot Tables & Charts

Explore pivot tables as dynamic reports that summarize large data with no formulas, offering quick, multi-perspective insights and enabling grouped, filtered views and charts in Excel.

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.

Navigate the pivot table field list and its four quadrants—filters, rows, columns, and values—and learn to place fields like country, month, and revenue for analysis.

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.

Master manual and label filters in Excel pivot tables to refine data with options like equal, does not equal, begins with, ends with, and contains; explore value filters and slicers.

Learn to apply value filters in pivot tables: equal to, not equal to, greater than, between, not between, and top or bottom by revenue and quantity, including percent 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.

Group data efficiently in pivot tables by numbers and dates, mastering automatic and manual grouping, and learn to create meaningful cohorts such as weeks, months, quarters, and years.

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 summarize values in Excel pivot tables with difference from and percent difference from. Understand base field and base item selections, using 2015-2016 comparisons in customer age groups.

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.

Learn to calculate pivot table values with rank and index in Excel, using show values as smallest to largest or largest to smallest on revenue data.

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

Learn how pivot table calculated items operate on text data, how to activate them, and create a y y a group for young and young adults to analyze revenue.

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.

Explore pivot table options to adjust layout and formatting, including merge and center, compact form, display fields in the report filter area, and handling empty cells via right-click dialogs.

Explore display options, totals, and filters in pivot tables, including expand/collapse buttons, field captions, classic layouts, a to z sorting, and custom region lists for sorting.

Learn to manage pivot table data in Excel, including data tab options, printing controls, and alt text for accessibility, such as enable show details, refresh data, and set print area.

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.

Use the get pivot table data function to extract revenue values from a pivot table by month and region. Compare pivot and normal charts and apply slicers for dynamic insights.

Create a pivot table from sales data and insert a cluster column chart in Excel to visualize region revenue.

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.

Learn how pivot table charts stay synchronized with their pivot tables and how to move a pivot table chart to a new sheet or as an object, beyond simple copy-paste.

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.

Discover how to create a pivot table from a normal table by formatting as a table and naming it sales_data, then double-click to inspect category data such as accessories and bikes.

Discover how a pivot table works after deleting the source data thanks to cache memory, then refresh and reconfigure fields like subcategory, country, and region.

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.

Relocate the pivot table field list in Excel using the four arrow buttons to center, bottom, left, or right. Adjust width to fit your screen for a broader, customizable view.