Excel Pivot Table Basics
What’s this course about
Pivot Tables are one of the most powerful features in Excel. Once you learn how to use Pivot Tables, they’ll change the way you use Excel.
If you’re not familiar with Pivot Tables, they’re a tool that allow you to summarize large sets of information quickly and easily. You can analyze thousands of rows in a matter of seconds that could otherwise take hours trying to figure out using complex formulas.
This is an introductory Pivot Table course and gives the information you’ll need to start using Pivot Tables.
Who will benefit from this course
If you’re somebody that uses Excel on a regular basis to track or maintain information, you will definitely benefit from learning Pivot Tables.
You don’t have to be a master of Excel formulas to take this course, but you should have a sound understanding of how to navigate around Excel before you take this course.
This would be considered an intermediate Excel course and students should understand basic mathematical calculations (e.g. addition, subtraction, multiplication and division) and formulas in Excel.
What you’ll learn in this course
- How to create a Pivot Table
- How to summarize information in different ways using Pivot Tables
By the end of this course, you’ll be able to take your own information and leverage Pivot Tables to answer questions with ease!
Preparing Your Data
Most people try to analyse information using formulas, but this can be quite complex and difficult to manage. In this lesson, we look at a common way that people summarise information in Excel using formulas and compare the process with using Pivot Tables.
Download the workbook for this video to follow along in the next lesson.
Creating Pivot Tables
In this lesson, we start getting familiar with the data that we'll be using in the course. We create a simple Pivot Table to put some context around what we'll be learning.
Download the workbook for this course to follow along and build your Pivot Tables.
You can use any field that you have in your data set to analyze your data. Pivot Tables even allow you to place more than one field in any of the areas. This gives you tremendous flexibility when it comes to answering questions in different ways.
When you place values into your Pivot Table, they won't always be formatted how you want. In this lesson, we explain how to format values in a Pivot Table. It's a little bit different than what you might be used to.
Whoops, where's my stuff? A question I've asked myself many times. It's easy to close your field list and it can be a bit tricky to get it back. Once you know how it works, it's easy.
Ok, now for the power! In just a few simple clicks, you can totally change the way your data is summarized. You can use the same piece of data to answer different questions using Pivot Tables.
Lock In Your Knowledge
In this video, we go through our challenge questions to see how you did.
Download the practice workbook for this lesson to answer the questions within. We'll then walk through the data sets and answer a few questions together.
Download the workbook in this lesson to follow along and complete the practice questions.