Microsoft Excel Pivot Tables for Business

Use an Excel pivot table to summarize, analyze & present your data like a pro.
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  • Lectures 23
  • Contents Video: 2 hours
    Other: 1 hour
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 10/2013 English

Course Description

Create and Use Excel Pivot Tables

The Excel pivot table is one of the most powerful tools in the Excel toolbox. A pivot table enables you to turn large amounts of data into concise, interactive summary reports in minutes. Despite its power, the Excel pivot table remains a mystery to most Excel users – even to those with years of experience. In this course, we will demystify the Excel pivot table, and make it accessible to the average Excel user.

No more tedious manual sorting, subtotaling, filtering and complex formulas needed to summarize your data like a pro. With pivot tables it’s a point and click, drag and drop experience.

The core course for which you are paying is the first 3 sections of the course curriculum. This content will provide a solid foundation in pivot tables.

Additional/Free/Bonus sections may be added based on significant user interest and instructor's time.

Notes:

There are a few features that were introduced in Excel 2010. About 90% of the content applies to Excel 2007 and later.

The course covers non-OLAP data sources such as Excel ranges and tables -- not multi-dimensional data sources.

Getting Started

Meet me in Lesson 1 (below), and we can get started.

Best regards,

Bobby Munoz

What are the requirements?

  • Excel 2007, 2010 or above for Windows
  • There are a few features that were introduced in Excel 2010. More than 90% of the content applies to Excel 2007 and later.

What am I going to get from this course?

  • Create Pivot Tables
  • Modify Pivot Tables to Summarize Data in Many Ways
  • Group, Sort & Filter Pivot Table Data
  • Perform Calculations on Pivot Table Data

What is the target audience?

  • Users with a basic understanding of Excel

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction to Pivot Tables
Article

Please download the companion workbook (Intro.xlsx) from Materials >>> Lecture Description >>> Downloadable Materials. Use the workbook to follow along with steps provided in the video (Lecture 3) for this Section 1.

1 page

Lecture 2: Learning Objectives for Section 1

  • Create a pivot table from a Range of data organized as a table
  • Use the Pivot Table Field List (a visual report builder tool) to modify a pivot table to summarize data in various ways
  • Create a cross-tabular presentation by pivoting fields in a pivot table
  • Create and use an interactive Pivot Chart


Section 1 Workbook - You can follow along in Intro.xlsx (the companion workbook) for Section 1. The workbook can be accessed from the Udemy player under Materials. It is located under Downloadable Materials in this Lecture Description.

18:32

Excel Pivot Tables enable you to summarize, analyze and present large quantities of data in the form of a concise, interactive report -- known as a pivot table report.

In this lecture you will:

  • Create a pivot table from a Range of data in an Excel worksheet
  • Use the Pivot Table Field List (report builder tool) to summarize your data in a variety of ways
  • Create and use an interactive Pivot Chart


Section 1 Workbook - Please download the companion workbook (Intro.xlsx) from Materials >>> Lecture Description >>> Downloadable Materials in the Udemy player. Use the workbook to follow along with steps provided in the video for this lecture.

Additional Content, Resources & Next Steps
1 page
Section 2: Core Pivot Table Concepts
Article

Please download the companion workbook (Concepts.xlsx) from Materials >>> Lecture Description >>> Downloadable Materials below. Use the workbook to follow along with the Core Pivot Table Concepts document (.pdf) and with steps provided in the video for this lesson.

Learning Objectives
1 page
Core Pivot Table Concepts
41 pages
Summarizing Data in Excel
06:31
Creating Subtotals in Excel
08:06
Creating Nested Subtotals in Excel
05:06
Creating Cross Tab Reports in Excel
09:06
Grouping Pivot Table Items
08:23
Additional Content, Resources & Next Steps
1 page
Section 3: Data Sources, Creating Pivot Tables & Working with Pivot Tables
Article

Please download the companion workbook (Create.xlsx) from Materials >>> Lecture Description >>> Downloadable Materials below. Use the workbook to follow along with steps provided in the video for this lesson.

Learning Objectives
1 page
Creating Pivot Tables with a Range of Data
10:15
Creating Pivot Tables with an Excel Table
10:01
Working with Pivot Tables - Essential Concepts, Techniques & Options
17:55
Additional Content, Resources & Next Steps
1 page
Section 4: UPCOMING/BONUS/FREE LESSONS (Available around 12/23) - Sorting Pivot Table Data
Sorting Exercises Workbook
Article
Section 4 Objectives
1 page
Intro to Sorting Pivot Table Data
17:34
Section 5: UPCOMING/BONUS/FREE CONTENT Available 12/27 - Filtering/Slicing Pivot Table Data
About this Section
Article
Section 6: Concluding Thoughts

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Instructor Biography

Bobby Munoz, Software Engineer & Architect

I am a software engineer and architect with over 20 years of experience in the technology business.

I have worked as a consultant for many household names, startups and government agencies. In addition I have passed some of the most challenging certification exams in the industry including Sun Certified Enterprise Architect for Java Technologies and Oracle Certified DBA exams.

I first developed commercial software that runs inside of Excel (add-ins) in 1997. I am currently creating new products for Excel. These products utilize pivot tables extensively. The course content I am sharing will be used to train my customers in pivot tables. So, I thought I would share it others.

In addition to software roles, I have worked in investment banking and in corporate finance for a $10+ Billion computer manufacturer (now part of HP). In my corporate finance role I used Excel extensively to analyze and automate worldwide forecasts and analysis of actual results. In addition, I performed a variety of detailed ad hoc analyses for executives related to mergers & acquisitions, divestitures, and a variety of other projects involving heavy use of Excel/VBA and relational databases.

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