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PivotTable Calculated Fields and Items: Advanced Excel

PivotTable Calculated Fields and Items: Advanced Excel

Advanced PivotTable Features: Create Fields and Items to Unlock Powerful Data Insights
Created bySimon Sez IT
Last updated 12/2024
English

What you'll learn

  • Identify the purpose of calculated fields and calculated items.
  • Construct a calculated field using an appropriate formula.
  • Create a calculated item to analyze subsets of data.
  • Utilize Solve Order to resolve conflicts between calculated items.

Course content

1 section10 lectures49m total length
  • Course Introduction2:51
  • WATCH ME: Essential Information for a Successful Training Experience2:11
  • DOWNLOAD ME: Exercise Files0:23
  • DOWNLOAD ME: Course Files0:23
  • Creating a Calculated Field8:24
  • Creating a Calculated Item8:10
  • Solve Order and List Formulas10:37
  • GETPIVOTDATA9:24
  • Exercise6:40
  • Course Close0:36
  • Section Quiz

Requirements

  • Basic Excel skills.
  • Intermediate Excel knowledge.
  • Familiarity with creating and modifying PivotTables.
  • Prior Exposure to Excel PivotTables.
  • A working copy of Microsoft Excel (preferably Excel 2016 or later) with access to the PivotTable functionality.
  • Familiarity with basic data analysis concepts.

Description

**This course includes downloadable course instructor files and exercise files to work with and follow along.**


Welcome to Advanced PivotTables in Excel, designed to elevate your data analysis skills.


In this course, you'll learn how to harness the power of calculated fields and items to perform complex calculations directly within your PivotTables. From creating calculated fields to manipulating grand totals and adding calculated items, you'll master the art of deriving meaningful insights from your data without altering the original dataset.


You’ll also explore the solve order feature, which helps manage the calculation sequence when multiple formulas are used, ensuring accurate results. Additionally, you'll be introduced to the GETPIVOTDATA function, allowing you to extract specific data from PivotTables for use in custom reports and summaries.


Each module includes video demonstrations and practical exercises to ensure you master each concept. Whether you're looking to streamline your data analysis or present your findings clearly, this course will provide you with the necessary tools and knowledge.


In this course, you will learn how to:

  • Identify the purpose of calculated fields and calculated items.

  • Construct a calculated field using an appropriate formula.

  • Create a calculated item to analyze subsets of data.

  • Utilize Solve Order to resolve conflicts between calculated items.


This course includes:

  1. 49 minutes of video tutorials

  2. 7 individual video lectures

  3. Course and Exercise Files to follow along

  4. Certificate of completion

Who this course is for:

  • Professionals seeking to improve their ability to analyze complex datasets efficiently within Excel.
  • Those who use Excel for decision-making and require powerful tools to derive actionable insights from large volumes of data.
  • Professionals needing to compute financial metrics, such as profit margins or performance ratios, directly within PivotTables.
  • Anyone who wants to enhance their ability to communicate data insights clearly by mastering PivotTable tools for in-depth analysis and visualization.