
Prepare a clean Excel dataset with over 10,000 rows by removing subtotals, ungrouping, and clearing filters; format dates, numbers, and currency to enable pivot table analysis of bookings and sales.
Learn to create a pivot table from a local flat data source in Excel, placing it on a new sheet, and dragging fields to rows, columns, and values for totals.
Build a data model in Excel by turning data into tables, linking them with relationships on agent and destination numbers, and creating a pivot table from multiple sources.
Import data from external sources, including Microsoft Access Database, to build pivot tables in Excel. Combine multiple tables and preserve relationships to analyze regions, agents, and members.
Sort pivot table data by sums and row labels, count bookings, group length of stay and dates, and show percent of row total to reveal regional and city trends.
Filter pivot table data using row label filters, the filters box, and value filters—including slicers and timelines—to show the top five cities in 2014.
Learn to filter pivot tables effectively by clearing filters, using row labels and slicers, and performing quick drill-down to regions, countries, and cities.
Learn to design and format pivot tables by adjusting subtotals and grand totals, choosing report layouts, applying pivot table styles, and formatting the value field as currency for readability.
Refresh pivot tables from raw data by using the analyze tab to update data sources, such as the Jan bookings table, and manage connections for automatic refresh.
Master pivot table options, including formatting, empty cell display, and auto fit columns, and group dates by days or weeks. Learn how double-clicking a cell reveals its source data.
Create a pivot chart from a pivot table, group dates by month, switch to a line chart, and learn how chart and table stay linked and update together.
Modify pivot chart data by reorganizing fields, switching to a column chart, and using date sold and agent name as filters, with slicers to create a dashboard.
Excel - Data Analysis with PivotTables
SubHead: Get actionable insight from your data with Excel’s popular power tool
Get more from Excel using the power of PivotTables
PivotTables are the perfect tool to analyze large amounts of data in Excel. The ability to summarize, visualize, and tabulate your data makes PivotTables an important option for Excel users who need to store and report on data. You will learn how to create, format and manipulate PivotTables and PivotCharts so you can easily get the actionable results you need from your data.
You’ll also learn how to connect to external data and create PivotTables from multiple tables. Custom fields, formatting, and advanced filtering options are also important features covered in this course. Taught by Microsoft certified trainer Kathy Jones, Excel – Data Analysis with PivotTables will help intermediate and advanced users work more effectively with Excel PivotTables and PivotCharts.
Topics covered include:
Preparing data and creating PivotTables
Working with local and external data sources
Creating relationships between tables
Summarizing, organizing, filtering, and formatting PivotTables
Refreshing and changing PivotTable data
Creating PivotCharts
Enjoy award-winning HD content in the “Uniquely Engaging”TM Bigger Brains Teacher-Learner style! Taught by top subject matter experts, Bigger Brains courses are professionally designed around key learning objectives and downloadable handouts.
You will be able to:
Create a PivotTable from a local data source, multiple local data sources, and external sources
Organize data within a PivotTable
Sort and filter data
Change PivotTable formatting
Modify PivotTable options
Create and modify a PivotChart