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Master Excel Pivot Tables - Excel 2016

Master Microsoft Excel Pivot Tables in an afternoon! Excel 2016, Excel 2013, and Excel 2010 Pivot Tables.
4.8 (218 ratings)
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890 students enrolled
Created by Tom Meservy
Last updated 6/2016
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  • 1.5 hours on-demand video
  • 3 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I Learn?
Create complex Pivot Tables to answer valuable questions and provide useful insights
Understand how to effectively use Excel Pivot Tables
View Curriculum
  • A recent copy of Excel. Course created with Excel 2016 but Excel 2013 or Excel 2010 will work as well.

Do you want to help your company or organization make better decisions? Do you want to advance your career because you bring real value to the organization? Do you want to save hundreds of hours a year in creating reports and charts? Are you ready to make an impact because you understand the patterns and trends in your company’s data? Do you want to master Excel Pivot Tables? This course is for you!

Master Excel Pivot Tables in this Comprehensive Course

This comprehensive course contains concise illustrations yet detailed topic coverage that will benefit both Beginners and Advanced Users of Excel. In just an hour and a half, you will learn to effectively use Excel Pivot Tables including how to:

  • Create and Format Pivot Tables
  • Select, Move, and Clear Pivot Tables
  • Design Pivot Tables
  • Value Field Settings – Summarize Values By
  • Value Field Settings – Show Values As
  • Filter Data
  • Manually and Automatically Group Data
  • Create Calculated Fields and Items
  • Explore Other Useful Pivot Table Concepts

Learn Pivot Tables by Doing

Learn one of the most powerful features of Excel that will allow you to dig deep into your company’s data and answer complex questions with only a few mouse clicks. Learn to analyze vast amounts of data, create useful reports, and impress top management or prospective employers.

Most that say they know Excel Pivot Tables really only have a grasp on the basics. Within the first 10 minutes of this course, you will likely surpass their knowledge and by the end of the course you will master even some of the most complex aspects of Pivot Tables.

Throughout the course, you can follow along with the numerous concise examples that illustrate the power and features of Pivot Tables using the included worksheets. Further, “homework” examples are provided to allow you to apply these same concepts to another data set so that you can know that you have mastered the concepts.

  • Create pivot tables from data in an existing worksheet and answer basic questions from the data.
  • Summarize pivot table values by sum, count, average, max, min, and other types of calculations.
  • Select different parts of the pivot table, move it within and between worksheets, and clear or reset the contents of the pivot table.
  • Adjust the design aspects of the pivot table including totals, layout, and visual aspects of the pivot table.
  • Adjust pivot table calculations to show the results as a percentage of a total, difference from another field, or other value calculation.
  • Filter data out of the pivot table using various techniques including field filters, table filters, slicers, and timelines.
  • Automatically and manually group results within your pivot table using a variety of approaches.
  • Create and utilize new pivot table fields that are calculated using existing data in the pivot table and new items that consist of formulas that refer to other rows.
  • Appropriately reference pivot table data.
  • Create pivot charts and understand the relationship between pivot charts and pivot tables.
  • And More.

We are professional instructors who have helped thousands of students Master Excel Pivot Tables and become even more effective at work. We invite you to join us on a short journey to advance your career.

Who is the target audience?
  • Those with some experience with Excel that want to be able to quickly analyze complex data sets to provide useful information
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Curriculum For This Course
Expand All 47 Lectures Collapse All 47 Lectures 01:30:53
Course Overview and Files
2 Lectures 01:53

This lecture is an introduction to the course files that we will use. These course files are attached to this lecture. We encourage you to download these files and follow along with the examples.

Preview 00:59
Pivot Table Basics
4 Lectures 09:36

A gentle introduction to the basics of pivot tables including how to create them and how to select content for the rows, columns, and the "values" area.

Preview 07:08

Learn how to format summarized data in pivot tables.

Formatting Data

Learn to sum data in pivot tables.

Summing values

Adjust pivot tables by changing row values.

Changing Items
Value Field Settings - Summarize Values By
6 Lectures 09:22

Learn how to summarize values by "count" in pivot tables.

Preview 02:20

Understand how to nest multiple fields in pivot tables.

Nested Fields

Further investigate nested fields. Discover the drill down feature.

Nested Fields and Drill Down

Learn how to summarize values by "average" in pivot tables.

Summarize by Average

Learn how to summarize values by "min" and "max" in pivot tables.

Summarize by Min and Max

Discover other ways to summarize pivot table data.

Other Ways to Summarize
Selecting, Moving, and Clearing Pivot Tables
1 Lecture 01:37

Learn the basics of selecting, moving, and clearing pivot table data.

Selecting, Moving, and Clearing
Pivot Table Design
3 Lectures 04:28

Change the design or your pivot table.

Design Overview

Discover how to add subtotals and grand totals to your pivot tables.

Subtotals and Grand Totals

Explore how to layout your pivot table in different ways.

Report Layout and Blank Rows
Value Field Settings - Show Values As
14 Lectures 20:16

This lecture provides an overview of the Show Values As option. 

Preview 01:03

Learn how to show values as a "percent of another number" in pivot tables.

% of Another Number

Learn how to show values as a "percent of" another field in pivot tables.

% of

Learn how to show values as a "percent of a parent total" in pivot tables.

% of Parent Total

Learn how to show values as a "difference from" another field in pivot tables. Also discover how to rank order pivot table data.

Difference From and Rank Order

Learn to format pivot table data as running totals.

Running Totals

Enjoy learning about the Index function and discover something that hardly anyone knows!


Practice problem 1 for understanding how to summarize data as a percentage of another number.

Preview 01:20

Practice problem 2 for understanding how to summarize data as a percentage of another number.

Practice - % of Another Number - Problem 2

Practice problem 3 for understanding how to summarize data as a percentage of another number.

Practice - % of Another Number - Problem 3

Practice problem 4 for understanding how to summarize data as a percentage of another number.

Practice - % of Another Number - Problem 4

Practice problem for understanding how to summarize data as a difference from another number.

Practice - Difference From

A practice problem to reinforce all of the concepts that you have used up to this point in time.

Practice - Misc 1

A second practice problem to reinforce all of the concepts that you have used up to this point in time.

Practice - Misc 2
7 Lectures 12:00

Learn the basics of filtering data in pivot tables.

Filtering Basics

Learn how to use multiple filters at the same time.

Multiple Filters

Discover the simplicity of slicers.

Preview 01:21

Explore how you can format and adjust slicers.

Slicer Options

Discover how to easily filter using the timeline.


Explore how you can format and adjust timelines.

Timeline Options

Learn a really neat trick for creating multiple tailored reports for each item in your filter.

Report Filter Pages
3 Lectures 11:29

Learn how to manually group items into custom groups that can each have their own subtotals.

Manual Grouping

Discover automatic grouping of data within pivot tables.

Automatic Grouping

Learn how to group data into specific ranges.

Automatic Grouping with Ranges
Calculated Fields & Items
2 Lectures 08:17

Learn how to create calculated fields - a new field created from other fields in the pivot table.

Calculated Fields

Learn about how to create calculated items that use the contents of other items within a pivot table.

Calculated Items
Other Pivot Table Concepts
4 Lectures 11:01

Learn to use pivot table data and results in other parts of your spreadsheet by referencing pivot table cells appropriately.

Referencing Pivot Table Cells

Discover the ease of using sparklines with pivot tables. 


Easily implement pivot charts in your spreadsheets and understand how they are linked to pivot tables.

Pivot Charts

Pivot tables cache data when they are created. If underlying data is updated you need to refresh it. Quickly learn how to refresh data.

Refreshing Pivot Table Data
1 More Section
About the Instructor
4.6 Average rating
563 Reviews
4,130 Students
4 Courses
Professor and Consultant

I'm a professor of Information Systems. I enjoy extracting business value out of technology. Over the years I have been a software developer, database administrator, systems administrator, systems analyst, and more. I've done training/consulting with Fortune 100 companies and the DOD. I’m the founder of Tech Mountain Consulting that provides world-class training, software development, and consulting. I love the outdoors. I've roasted marshmallows over a volcano!

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