The Complete Excel Pivot Table: Data Analysis and Reporting

Name: The Complete Excel Pivot Table: Data Analysis and Reporting
Rating: 4.1 (50 reviews)

A Step By Step Guide To Mastering Pivot Tables in Excel—Perfect For Data Analysts and Excel Users at Any Level.

Created byBrighter Futures Hub

Last updated 9/2025

English

English [Auto],

What you'll learn

Overview of Excel as a Data Analysis Tool
Key Excel Features for Analysts
Creating Your First Pivot Table (Step-by-Step)
Understanding Pivot Table Interface
Best Practices for Structuring Raw Data
Removing Duplicates and Handling Blanks
Formatting Data for Analysis
Value Summarization: Sum, Count, Average, etc.
Using the Field List and Pivot Table Settings
Managing Grand Totals and Subtotals
Creating Interactive Dashboards with Slicers and Timelines
Formatting and Customizing Charts for Reports
Using Multiple Pivot Tables from the Same Data Source
Sales Analysis Dashboard
Financial Reporting with Pivot Tables

Course content

8 sections • 22 lectures • 2h 26m total length

Overview of Excel as a Data Analysis Tool4:12
Explore how Excel supports data analysis with user-friendly features like sorting, filtering, and summarizing data, pivot tables, charts, and data cleaning tools to visualize and validate data.
Key Excel Features for Analysts6:16
Explore key Excel features for analysts, including formulas, functions, pivot tables, conditional formatting, data validations, charts, flash fill, sort and filter, Power Query, and slicers for data analysis.

What Is a Pivot Table and Why Use It?5:21
Explore how pivot tables transform raw data into interactive summaries, enabling quick categorization, aggregation (sum, count, average), filtering, and drill-down to compare regions, employees, and trends.
Creating Your First Pivot Table (Step-by-Step)5:07
Create your first pivot table in Excel from a simple data set: convert to a table, insert the pivot, and arrange regions in rows, products in columns, with values.
Understanding Pivot Table Interface: Rows, Columns, Values, Filters6:25
Learn to drag fields to rows, columns, values, and filters in a pivot table to summarize data by product, region, and month, with sums, counts, and averages.

Removing Duplicates and Handling Blanks5:26
Remove duplicates and handle blank cells in Excel to ensure accurate reports and dashboards, and learn basic data cleaning techniques like filtering to clean your dataset.
Using Tables as Dynamic Pivot Data Sources5:47
Discover how to use Excel tables as dynamic pivot data sources, enabling auto-expanding ranges, automatic updates, and refreshed pivot tables that grow with your data.
Formatting Data for Analysis6:34
Format data for analysis in Excel with clean, consistent structure by using descriptive headers and proper data types. Remove blanks, keep headers short, and apply appropriate currency and date formats.

Sorting and Filtering Pivot Data7:28
Sort and filter pivot data to spotlight key trends in your sales dataset, using slicers, timeline filters, and pivot tables.
Value Summarization: Sum, Count, Average, etc5:32
Explore value summarizations in pivot tables by applying sum, count, and average to extract insights from department sales data, and visualize max, min, and multiple summaries for data driven decisions.
Using the Field List and Pivot Table Settings7:05
Explore how to use the pivot table field list and settings to drag and drop fields into rows, columns, filters, and values, enabling dynamic data analysis and reporting.

Adding and Using Calculated Fields5:28
Learn to add and use calculated fields in pivot tables to create new data columns with formulas, such as profit equals sales minus cost, and refresh for dynamic analysis.
Creating Custom Calculations with % of Total, Difference, Running Total6:56
Explore how to create custom calculations in pivot tables using percentage of total, differences, and running totals for dynamic data analysis and reporting.
Using Show Values As for Advanced Comparisons7:07
Explore advanced pivot table analysis with show values as options, such as percent of parent totals, percent of total, differences from previous, and running totals, to compare data without formulas.
Managing Grand Totals and Subtotals8:32
Master managing grand totals and subtotals in pivot tables to tailor regional and product sales views, customize data presentation, and sharpen Excel-based data analysis and reporting.

Introduction to Pivot Charts8:00
Explore pivot charts to visualize pivot table data dynamically, using interactive charts, filters, and slicers to enhance reporting and dashboards.
Creating Interactive Dashboards with Slicers and Timelines7:11
Create interactive dashboards in Excel using pivot tables, slicers, and timelines to analyze data, visualize trends, and deliver dynamic reports.
Linking Pivot Tables to Charts5:22
Link pivot tables to charts in Excel to enable dynamic visual updates with filters, slicers, and timelines. Create interactive dashboards and data reports that empower stakeholders to explore data visually.

Using Multiple Pivot Tables from the Same Data Source4:50
Create and manage multiple pivot tables from the same data source, with synchronized refresh for faster, cleaner dashboards.
Connecting Slicers Across Multiple Tables7:38
Connect a single slicer to multiple pivot tables to enable interactive dashboards where a single filter updates all charts and tables.
Consolidating Multiple Data Ranges7:47
Consolidate multiple ranges from separate worksheets into a single summary to streamline monthly sales reporting and reduce errors, using identical structure and sum across ranges.

Requirements

No prior experience with Pivot Tables required

Description

Pivot Tables are one of the most powerful tools in Microsoft Excel for analyzing, summarizing, and reporting data. Yet many professionals only use a fraction of their potential. This course is designed to give you a complete, hands on mastery of Pivot Tables, helping you transform raw data into clear, actionable insights.

Whether you’re a beginner just learning Excel or an experienced user looking to sharpen your data analysis skills, this course will guide you step by step through building dynamic Pivot Tables and professional reports used in business, finance, marketing, and beyond.

What You Will Learn:

What is Data Analysis?
Overview of Excel as a Data Analysis Tool
Key Excel Features for Analysts
What Is a Pivot Table and Why Use It?
Creating Your First Pivot Table (Step-by-Step)
Understanding Pivot Table Interface: Rows, Columns, Values, Filters
Best Practices for Structuring Raw Data
Cleaning Data Using Excel Tools
Removing Duplicates and Handling Blanks
Using Tables as Dynamic Pivot Data Sources
Formatting Data for Analysis
Sorting and Filtering Pivot Data
Grouping Data by Dates, Numbers, or Text
Value Summarization: Sum, Count, Average, etc.
Using the Field List and Pivot Table Settings
Adding and Using Calculated Fields
Creating Custom Calculations with % of Total, Difference, Running Total
Using Show Values As for Advanced Comparisons
Managing Grand Totals and Subtotals
Introduction to Pivot Charts
Creating Interactive Dashboards with Slicers and Timelines
Linking Pivot Tables to Charts
Formatting and Customizing Charts for Reports
Using Multiple Pivot Tables from the Same Data Source
Connecting Slicers Across Multiple Tables
Consolidating Multiple Data Ranges
Drill-Down and Exploring Underlying Data
Sales Analysis Dashboard
Financial Reporting with Pivot Tables

Why This Course?

Learn by working directly with real datasets
From basics to advanced techniques in Pivot Tables
Skills used by analysts, managers, and consultants worldwide
No prior experience with Pivot Tables required

By the end of this course, you will be able to use Pivot Tables to analyze complex datasets, build interactive reports, and make data driven decisions with confidence.

Who this course is for:

Anyone who wants to quickly and effectively summarize, analyze, and present data
Students and job seekers preparing for data driven roles
Excel users who want to move beyond basic formulas into powerful data analysis
Professionals in finance, accounting, marketing, operations, or HR

The Complete Excel Pivot Table: Data Analysis and Reporting

What you'll learn

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Course content

Introduction to Data Analysis in Excel2 lectures • 10min

Getting Started with Excel Pivot Tables3 lectures • 17min

Preparing Data for Pivot Table Analysis3 lectures • 18min

Core Pivot Table Techniques3 lectures • 20min

Calculations and Formulas in Pivot Tables4 lectures • 28min

Visualizing Data with Pivot Charts3 lectures • 21min

Advanced Pivot Table Features3 lectures • 20min

Real World Projects and Scenarios1 lecture • 12min

Requirements

Description

Who this course is for: