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LinkedIn Learning

Excel 2016: Pivot Tables in Depth

via LinkedIn Learning

Overview

Learn how to use PivotTables to summarize, sort, count, and chart your data in Microsoft Excel 2016.

Syllabus

Introduction
  • Welcome
  • Using the exercise files
1. Creating and Pivoting PivotTables
  • Introducing PivotTables
  • Formatting data for use in a PivotTable
  • Creating a PivotTable
  • Creating a recommended PivotTable
  • Pivoting a PivotTable
  • Configuring a PivotTable
  • Connecting to an external data source
  • Consolidating data from multiple sources
  • Managing PivotTables
2. Summarizing PivotTable Data
  • Managing subtotals and grand totals
  • Changing the data field summary operation
  • Summarizing more than one data field
  • Creating a calculated field
  • Using PivotTable data in a formula
  • Drilling down to the underlying data
3. Sorting and Filtering PivotTable Data
  • Sorting PivotTable data
  • Creating a custom sort order
  • Filtering a PivotTable field by selection
  • Filtering a PivotTable by rule
  • Filtering a PivotTable using a search filter
  • Filtering a PivotTable using slicers
  • Formatting slicers
  • Filtering with report filter fields
  • Clearing and reapplying PivotTable filters
4. Formatting PivotTables
  • Applying a PivotTable style
  • Creating a PivotTable style
  • Changing the PivotTable layout
  • Changing the data field number format
5. Applying Conditional Formats to PivotTables
  • Highlighting cells by applying a rule
  • Highlighting the top or bottom values in a PivotTable
  • Formatting cells using data bars
  • Formatting cells using color scales
  • Formatting cells using icon sets
  • Editing a conditional formatting rule
  • Controlling how multiple rules are applied
  • Deleting a conditional formatting rule
6. Creating and Manipulating PivotCharts
  • Creating a PivotChart
  • Pivoting a PivotChart
  • Filtering a PivotChart
  • Formatting a PivotChart
  • Changing a PivotChart's layout
  • Changing a PivotChart's chart type
  • Adding a trendline to a PivotChart
7. Printing PivotTables
  • Printing a PivotTable
  • Setting PivotTable print options
  • Printing each item on its own page
  • Printing a PivotChart
8. Manipulating PivotTables
  • Recording and reviewing an Excel macro
  • Running an Excel macro
  • Creating a simple PivotTable presentation kit
  • Working with PivotTables using keyboard shortcuts
9. Creating PivotTables Using the Data Model
  • Creating relationships between tables
  • Creating a PivotTable using the data model
  • Editing table relationships
Conclusion
  • Next steps

Taught by

Curt Frye

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