Excel Pivot Tables Course Part 3/3
- I recorded the course in 2019 in Office 365, but the PivotTable has been working the same for years.
- You can easily follow the course in Excel 2007, 2010, 2013, 2016, 2019 and 365.
- In older versions, you may encounter different nomenclature or missing certain functions (e.g. slicer, timeline, + - icons next to the chart).
With a pivot table, or colloquially "pivot". It is a mechanism with which you can quickly create automated, interactive, functional reports in Excel and design them graphically in a dashboard. Since there are millions of "pivots" in the world every day since 1994, I believe pivot table is the most important functionality of Excel and the best data analysis tool ever.
7 benefits of pivot tables
It will take you a few seconds to insert and analyze the data in a PivotTable
Changing the layout of a PivotTable is just a few clicks away
Ease of use
every user understands the mechanism of action
a pivot table is the easiest way to get automatic reports
Thanks to slicers, you can easily add data filtering to the report
the pivot chart is your new friend
Binding to Power Query and Power Pivot
You can insert the report directly on the data, but you will achieve even better results by inserting a PivotTable on a Power Query query or a data model designed in Power Pivot.
To make it easier for you to learn about this functionality, I have prepared a free course in which I describe the pivot table mechanism from A to Z. The course consists only of practical exercises in which I share my many years of experience in working with a pivot table and show various tricks. Thanks to it, you will quickly learn to work with a pivot table and learn about the possibilities of creating dashboards with their use.
Who this course is for:
- The course is aimed at both beginners and advanced users of Excel.
- I hope everyone will find something interesting in it.
- There are no prerequisites for the course as the pivot table is a standalone functionality.
- Few formulas appear in the course, and all options are discussed in detail.
- Usually, a pivot table is taken by users who have a basic understanding of Excel and formulas.
My name is Bartosz Czapiewski.
I come from Poland and live in Warsaw. I teach Excel every day, namely:
- Data visualization and dashboard design
- Power Query, Power Pivot, Power BI
Since 2010 I run trainings in Polish and English, many of which are Fortune 500 companies, like Coca-Cola, 3M, BMW, Danone. At Excel BI Academy I gathered all my knowledge and expierence from +100 live trainings on:
- Power Query for Excel & Power BI
- Power Pivot aka Data model & DAX language
- Power BI
- Data Visualization & Dashboard design
From 2020, my courses are available online.
What's my motto?
Effective Reports = Automation + Visualization and Analysis + Good Decision
English term Effective Reports (SkuteczneRaporty in Polish) has become my company name.
Where did my interest in dashboards come from?
It was 2009 when, while working as an analyst in an international company from the financial industry, I was asked by my supervisor to prepare a “dashboard”. The word sounded strange to me, so I checked it thoroughly in a search engine, where I found car dashboards and analogous dashboards showing business results. Both forms had two important features – they fit on one screen within the sight of the recipient and present numbers in a graphic and visual form. It was a completely different approach than the one I had known before. Traditional reports, most common in companies and organizations, contain thousands of columns of numbers spread over multiple sheets. While looking for the best dashboard building practices, I came across the principles of data visualization, i.e. an approach that starts with how the human brain works in the context of data analysis. Only by combining these two elements – correct data visualization and dashboards, we make working with reports much easier.
Why do I think this is important?
Every day, millions of people around the world create reports in the form of text, tables, charts and graphics, the purpose of which is to convey information and share knowledge to the recipient. Reports are both a compilation of business data, a financial report or a press article. We are an information society where the ability to collect, process, analyze and present information is extremely valuable. Especially in business, reports are worth their weight in gold as they are the basis for making everyday decisions. Their accuracy largely depends on the effectiveness of the report. Here are my insights on data visualization:
Most of the people who create charts cannot handle them properly.
The most popular charts (e.g. pie charts) are among the least effective.
It is fashionable to “colorize” reports that is contrary to the work of the brain.
The most popular computer programs that are used to visualize data, including Microsoft Excel, mislead the user and violate the basic principles of data visualization.
The charts that appear in the press and reports also mislead the public.
The concept of dashboards was reflected only in Excel 2013, in a way so camouflaged that few users will discover it.
Data visualization is not a subject that is taught at any economic university in Poland, nor is it included in MBA programs.