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Complete Introduction to Excel Pivot Tables

Name: Complete Introduction to Excel Pivot Tables
Rating: 4.7 (2707 reviews)

Learn to analyze and summarize data in seconds using Excel's most powerful data feature - PivotTables and Pivot Charts!

Role Play

Created byIan Littlejohn

Last updated 3/2026

English

What you'll learn

Learn to use the most POWERFUL tool in Microsoft Excel to easily summarize and create reports from your data
Enjoy CLEAR, CONCISE and LOGICAL step by step instructions from a best selling Excel and Power BI Udemy Instructor
In SECONDS create aggregated and summarized tables of data from VAST quantities of spreadsheet data
LIFETIME access to course materials and practice activities with a 100% MONEY-BACK guarantee
At the click of a mouse, create percentages, running totals, difference from and ranking calculations with no formulas!
Learn to use filters and slicers to display INTERACTIVE views of data with no complex coding or VBA
Get COMPREHENSIVE understanding of trends within data with a few clicks of the mouse
Learn to ANALYZE Human Resource data using grouping and frequency analysis

Course content

10 sections • 69 lectures • 4h 27m total length

Introduction to the Course1:54
Introduction to the course
About the Course1:23
Set video quality to the highest setting for full hd playback, and check your internet if issues arise. Use Udemy support for certificates and adjust playback speed to your pace.
Download the course data files0:05
Correctly Setup Data7:36
Set up your data as a table with named columns and each record. Avoid subtotals and grand totals; maintain consistent data types, trim spaces, and store dates as Excel dates.
Welcome to Udemy Role Play0:35
Discuss the data analysis project for the Sales department

Introduction to Pivot Tables0:33
Introduction to the Pivot Tables section
Create Pivot Table Section1:20
Creating Pivot Tables8:50
In this lesson you will learn how to create Pivot Tables from data in Excel
Working with Multiple Dimensions3:42
In this lesson you will learn how to create pivot tables with multiple dimensions
Working with Multiple Measures4:14
In this lesson you will learn how to add multiple unique measure fields
Practical Activity - Pivot Tables0:20
Practical activity for creating Pivot Tables
Complete Practical Activities - Pivot Tables5:24
Explore pivot tables to answer key business questions, such as identifying the highest sales by manufacturer and the top profit by product category, with sorting, formatting, and conditional formatting.
Discuss using Pivot Tables in the Sales data analysis project with Ada

Introduction to Methods of Aggregation and Grouping1:10
Introduction to the Methods of Aggregation section
Methods of Aggregation and Grouping Section1:50
Methods of Aggregation4:41
Methods of aggregation lesson. Learn how to use Count, Average, Min and Max
Combining Methods of Aggregation4:26
In this lesson you will learn to use multiple methods of aggregation in one table
Grouping Data6:04
In this lesson you will learn how to group data in your pivot tables
Formatting Pivot Tables7:10
In this lesson you will learn to format pivot tables
Comparison Graphs7:46
In this lesson you will learn to create comparison graphs
Practical Activity - Methods of Aggregation0:35
Practical activity for methods of aggregation
Practical Activity Completed - Methods of Aggregation4:53
In this lesson I will show you how to complete the practical activity
Discuss using Different Methods of Aggregation with Ada

Introduction to Trend Analysis1:06
Introduction to Trend Analysis section
Trend and Date Analysis Section1:26
Grouping Date Fields for Trend Analysis5:39
In this lesson you will learn to use grouping to create reports displaying Year, Month, Quarter etc.
Creating Fields for Trend Analysis5:39
In this lesson you will learn how to create your own fields for Trend Analysis
Creating Fields for Trend Analysis Part 26:12
Create new fields for trend analysis in pivot tables by deriving month name, weekday name, and week number using equals text and equals weekday, then refresh data to apply updates.
Trend Charts8:31
In this lesson you will learn how to create trend charts
Practical Activity - Trend Analysis0:24
Practical activity for Trend analysis
Completed Practical Activity - Trend Analysis6:09
The completed activity for trend analysis
Meeting to discuss Trend Analysis with Ada

Introduction to Filtering and Top 10 Analysis1:27
Introduction to filtering and Top 10 analysis section
Filtering and Top 10 Analysis Section2:00
Filtering Pivot Tables8:03
In this lesson you will learn to filter pivot tables
Top 10 Analysis3:04
In this lesson you will learn to create Top 10 analysis with your pivot tables
Report Filters4:22
In this lesson you will learn about report filters
Using Slicers to Filter Data8:47
In this lesson you will learn to use slicers to filter pivot tables
Using Slicers to Filter Multiple Pivot Tables6:08
In this lesson you will learn to filter more than one table with a slicer
Practical Activity Filtering0:26
Practical activity for filtering lesson
Completed Activity Filtering5:19
In this lesson we will run through the answers to the practical activity
Discuss using Filters and Slicers with Ada

Introduction to Analyzing Data and Calculations1:04
Introduction to the Analyzing Data and Calculations section
Analyzing Data and Calculations Section1:58
Percentage Calculations6:14
In this lesson you will learn how to easily create a variety of percentage calculations
Percentage Calculations - Part 25:43
Explore advanced percentage calculations in pivot tables by using hierarchies and show values as options, including percentage of grand total, percentage of parent total, and benchmark calculations.
Pie Charts8:07
In this lesson you will learn to create pie charts using percentage contribution
Difference From and Running Total Calculations5:55
In this lesson you will learn how to do the difference from, running total and ranking calculations
Practical Activity - Contribution Analysis0:29
Practical activity for calculations and show value as
Completed Practical Activity - Analyzing Data10:31
In this lesson we will work through the practical activity for contribution analysis and calculations
Meeting to discuss more advanced calculations with Ada

Introduction to Frequency Analysis0:52
Introduction to the Frequency Analysis section
Frequency Analysis Section1:58
Download the Training Data File0:04
Frequency Analysis7:21
In this lesson you will learn how to create groupings for Employee Master data ages. You will create tables to display the number of employees by age groups
Frequency Analysis and Charts3:11
In this lesson you will learn how to create charts from frequency analysis data
Practical Activity - Frequency Analysis0:31
Practical activity for frequency analysis
Practical Activity Completed - Frequency Analysis5:26
In this lesson i will review how to complete the practical activity
Meeting with Ada to discuss frequency analysis

Introduction to Conditional Formatting1:06
Introduction to the Conditional Formatting section
Conditional Formatting Section2:05
Conditional Formatting using Rules6:03
In this lesson you will learn to apply conditional formatting using rules
Conditional Formatting using Top 10 Analysis3:47
In this lesson you will learn how to apply conditional formatting using Top 10 analysis
Conditional Formatting using Icons, Data Bars and Colour Scales8:49
In this lesson you will learn how to apply conditional formatting using icons, data bars and color scales
Practical Activity - Conditional Formatting0:23
Practical activity for conditional formatting
Completed Practical Activity - Conditional Formatting4:35
The completed practical activity for conditional formatting
Meeting with Ada to discuss conditional formatting in the Sales data project

Introduction to Interactive Dashboards0:38
Introduction to the interactive dashboards
Interactive Dashboards Section2:13
Practical Activity - Human Resource Dashboard0:19
Practical activity to create a Human Resource dashboard
Interactive Human Resource Dashboard Part 19:49
In this lesson you will complete the first part of the interactive dashboard
Interactive Human Resource Dashboard Part 24:38
In this lesson you will complete the second part of the interactive dashboard
Practical Activity Finance Dashboard0:31
Practical activity to create a Finance Dashboard
Interactive Finance Dashboard7:31
In this lesson we will review how to create the financial interactive dashboard
Interactive Finance Dashboard Part 25:23
Conclusion to Interactive dashboards section

Requirements

Excel 2016 or above
You should be able to work with data in Excel and do basic reporting

Description

PivotTables are an incredibly useful tool for analyzing and presenting large datasets. This powerful tool allows you to quickly calculate, summarize and analyze data in a variety of ways, allowing you to see comparisons, patterns and trends that might have otherwise gone unnoticed.

PivotTables are an essential tool for anyone working with data.

COURSE CONTENT AND OUTCOMES

Creating PivotTables
Methods of Aggregation and Grouping
Trend Analysis
Filtering and Slicing PivotTables
Show Value As Calculations
Frequency Analysis
Conditional Formatting
Interactive Dashboards
Excel and Power BI

ABOUT THE TRAINER

I am a Udemy Instructor Partner with more than 20 years' experience in training & management consulting. I specialise in training business users to learn powerful methods and techniques to transform data into useful information and intelligence as well as learning strong data analysis methodology using Microsoft Excel, Microsoft Power BI, Looker Studio (formerly Google Data Studio), Amazon QuickSight and ChatGPT.

WHAT STUDENTS ARE SAYING

Yes, really like Ian's teaching style. Very effective.
The course was exactly what I needed. Amount of information, pacing, and tutorials were all appropriate to the level.
The step by step instructions were very helpful and easy to follow along with.

DATA ANALYSIS COURSES ROADMAP

The tech industry is constantly evolving, there have been significant investments in the field of AI, machine learning and big data and this means there is a growing demand for data analysts. With the right skills and a proactive approach, a data analyst can reach unprecedented heights! I currently offer the following 14 courses on Udemy covering a wide variety of tools and skills that will empower you to confidently explore the dynamic realm of data analysis, gain valuable skills in data interpretation and drive intelligent, data driven decisions.

Microsoft Excel

Introduction to Analyzing Data with Excel PivotTables
Complete Introduction to Excel Power Pivot
Complete Introduction to Excel Power Query
Excel Interactive Dashboards and Data Analysis
Complete Introduction to Business Data Analysis
Tables and Formulas with Excel

Microsoft Power BI

Complete Introduction to Microsoft Power BI
Complete Introduction to Power BI Query Editor
Power BI Master Class-Data Models and DAX Formulas
Power BI Master Class - Dashboards and Power BI Service

Google

Complete Introduction to Google Sheets Pivot Tables
Complete Introduction to Looker Studio (formerly Google Data Studio)

Amazon QuickSight

Complete Introduction to Amazon QuickSight

ChatGPT

Introduction to Analyzing Data with ChatGPT

Who this course is for:

Excel users who want to learn how to create professional reports
Excel users who want to summarize and aggregate data
Excel users who want to learn new methods and techniques to analyze data

Complete Introduction to Excel Pivot Tables

What you'll learn

Explore related topics

Course content

Introduction6 lectures • 12min

Create Pivot Tables8 lectures • 24min

Methods of Aggregation and Grouping10 lectures • 39min

Trend and Date Analysis9 lectures • 35min

Filtering and Top 10 Analysis10 lectures • 40min

Analyzing Data and Calculations9 lectures • 40min

Frequency Analysis8 lectures • 19min

Conditional Fomatting8 lectures • 27min

Interactive Dashboards8 lectures • 31min

Course Conclusion2 lectures • 1min

Requirements

Description

Who this course is for: