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LinkedIn Learning

Excel PivotTables: Mastering PivotTables and PivotCharts

via LinkedIn Learning

Overview

Take an in-depth look at PivotTables and PivotCharts, two powerful data analysis tools in Excel. Learn how to more efficiently evaluate your data, by using them together.

Syllabus

Introduction
  • Part 1: Introduction
1. Getting Started
  • Getting to know IMDb
  • Setting expectations
2. PivotTable 101
  • Why PivotTables?
  • Structuring your source data
  • Inserting a PivotTable
  • Navigating the Field List
  • Analyze and design options
  • Selecting, clearing, moving, and copying
  • Refreshing and updating PivotTables
  • Pro tip: Growing source data
  • How PivotTables actually work, part 1
  • How PivotTables actually work, part 2
3. PivotTable Formatting
  • Number formatting
  • Pro tip: Formatting empty cells
  • Table layouts and styles
  • Pro tip: Tabular layouts
  • Customizing headers and labels
  • Conditional formatting
  • Pro tip: Data bars with invisible text
  • Advanced conditional formatting
4. Sorting, Filtering, and Grouping
  • Sorting options
  • Troubleshooting incorrect sorting
  • Label filters and manual selections
  • Pro tip: Filtering with wildcards
  • Value filters
  • Pro tip: Enabling multiple filters
  • Grouping options
  • Automatic date grouping
  • Filtering with slicers and timelines
  • Breaking out report filter pages
5. Calculated Values, Fields, and Items
  • Value summarization modes
  • Pro tip: Avoiding the "count of" trap
  • Value calculation modes
  • Show Values As: % of Column/Row
  • Show Values As: % of Parent
  • Show Values As: Difference From
  • Show Values As: Running Total
  • Show Values As: Rank
  • Show Values As: Index
  • Inserting calculated fields
  • Calculations in PivotTables vs. source data
  • Calculating using counts, part 1
  • Calculating using counts, part 2
  • Inserting calculated items
  • Solve order and list formula tools
6. Visualizing Data with PivotCharts
  • Intro to PivotCharts
  • Bar and column PivotCharts
  • Pie and donut PivotCharts
  • Clustered bar PivotCharts
  • Pro tip: Prevent charts from resizing
  • Changing chart types on the fly
  • Stacked area PivotCharts
  • Chart layouts and styles
  • Moving PivotCharts to new sheets
  • Applying slicers to multiple charts
  • Designing interactive dashboards
7. Wrapping Up
  • Part 1: Conclusion

Taught by

Chris Dutton

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