Working with Excel Pivot Tables

Explore horizontal and vertical table layouts in Excel, showing that both convey the same sales data while vertical formatting emphasizes subtotals and machine-friendly analysis for pivot tables.

Define a clean, compact Excel database for pivot tables by using a vertical six-column structure (month, year, item, revenue, cogs, expenses), enforcing consistent naming, avoiding duplicates, and minimizing redundancy.

Transform data into a structured table by using format as table, name and resize the table, and leverage headers, totals, filters, and slicers to power pivot tables and formulas.

Create a pivot table from the three-year revenue and expense database, arranging items in rows, years in columns, and actuals in values to summarize totals.

Refresh pivot tables when data changes, using right-click refresh or Alt+F5, and convert the data range to a table (Ctrl+T) to keep the source dynamic.

Explore pivot table formatting options, from renaming fields and sorting to filtering, subtotals, grand totals, and various design presets, to customize and visualize data.

learn to use slicers with Excel pivot tables to filter data and build interactive dashboards. discover linking slicers to months and other dimensions, adjusting styles, and managing filters.

Master multislicers to drive multiple pivot tables, link slicers to each table, and compare revenue, cost of goods sold, and expenses across January to March in a printer company dataset.

Create and format an Excel pivot table from a range, add and customize a slicer, set currency formatting to US dollar, hide grand totals, and align visuals for clear data.

Learn to use get pivot data to retrieve values from a pivot table, creating dynamic reports that respond to slicers and support dashboards and modeling.

Learn to create pivot tables from the database sales, adjust value field settings by sum, count, average, max, and min, and group order dates into years, quarters, and months.

Explore how to use Excel pivot tables to compute running totals, insert slicers, format currency, and create dynamic dashboards with charts that reflect running totals and percentages.

Learn to customize pivot table grouping with automatic year, quarter, and month hierarchies and create your own geographic and time groups, using slicers and manual sorting to tailor reports.

Explore advanced sorting techniques in Excel pivot tables, including ascending and descending orders, sorting by labels and values, formatting numbers, and using slicers to analyze regional and quarterly sales.

Learn to build a sales report from a table named sales using pivot tables, slicers, and report filter pages to analyze by geography and year across multiple tabs.

Learn to create pivot charts that visualize pivot table data, switch rows and columns, and filter by slicers to compare regions like Emilia, Tuscany, and Puglia across years.

Learn to create calculated fields in Excel pivot tables to compute total price from price and accessories, and to build price plus interest calculations without distorting grand totals.

Learn how to create dashboards with pivot tables to present metrics and KPIs via charts, graphs, and tables, planning a layout with a slicer for a one pager.

Build and finalize a dashboard by integrating pivot tables, slicers, and charts, connecting slicers to four pivots, and using get pivot data formulas for stable, tabular results.

Wrap up the course by reviewing how pivot tables let you manage reports and dashboards, automate tasks, and build confidence for ongoing Excel use.