SIngle Course

Data Analysis With Excel Pivot Tables


Pivot Tables are an absolutely essential tool for anyone working with data in Excel.

Pivots allow you to quickly explore and analyze raw data, revealing powerful insights and trends otherwise buried in the noise. In other words, they give you answers. Whether you’re exploring product sales, analyzing which marketing tactics drove the strongest conversion rates, or wondering how Boston condo prices have trended over the past 15 years, Excel Pivot Tables provide fastaccurate and intuitive solutions to even the most complicated questions.

This course gives you a deep, 100% comprehensive understanding of Excel Pivot Tables and Pivot Charts. I’ll show you whenwhy, and how to use Pivot Tables, introduce advanced sorting, filtering, and calculation tools, and guide you through interactive, hands-on demos and exercises every step of the way.


We’ll start by covering everything you need to know to get up and running, including:

  • Raw data structure
  • Table layouts & styles
  • Design & formatting options
  • Sorting, filtering, & grouping tools
  • Calculated fields, items & values
  • Pivot Charts, slicers & timelines
  • Custom, Interactive dashboards



  • Anyone who works with data in Excel on a regular basis
  • Excel users who have basic skills but would like to become more proficient in data exploration and analysis
  • Students looking for a comprehensive, engaging, and highly interactive approach to training

Course Curriculum

PivotTable Basics

  • Why PivotTables?
  • Structuring the Source Data
  • Inserting Your First PivotTable
  • Navigating the Field List
  • Analyze & Design Options
  • Selecting, Clearing, Moving & Copying Pivots
  • Refreshing & Updating Pivots
  • PRO TIP: Dealing with Growing Source Data
  • Removing & Reviving Data from Cache
  • How PivotTables ACTUALLY Work
  • QUIZ: PivotTable 101
  • HOMEWORK: PivotTable 101

PivotTable Formatting & Customization

  • Number Formatting
  • PRO TIP: Formatting Empty Cells
  • Table Layouts & Styles
  • PRO TIP: Using Tabular Layouts to Create New Tables
  • Customizing Headers & Labels
  • Adding Conditional Formats
  • PRO TIP: Data Bars with Invisible Text
  • Advanced Conditional Formatting
  • QUIZ: PivotTable Formatting
  • HOMEWORK: PivotTable Formatting

Sorting, Filtering & Grouping

  • Basic Sorting Options
  • PRO TIP: Incorrect Alphabetical Sorting
  • Label Filters & Manual Selections
  • PRO TIP: Label Filters with Wildcards
  • Value Filters
  • PRO TIP: Enabling Multiple Filters
  • Grouping Data
  • Automatic Date Grouping
  • Filtering with Slicers & Timelines
  • Breaking Out Report Filter Pages
  • QUIZ: Sorting, Filtering & Grouping
  • HOMEWORK: Sorting, Filtering & Grouping

Calculated Values & Fields

  • Summarizing Values
  • PRO TIP: Avoiding the Count Of Trap
  • Show Values As Calculations
  • 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 Pivots vs. Raw Data
  • Calculating Using Counts
  • Calculating Using Counts
  • Calculated Items
  • Solve Order & List Formula Tools
  • QUIZ: Calculated Values & Fields
  • HOMEWORK: Calculated Values & Fields

Data Visualization with PivotCharts

  • Intro to PivotCharts
  • Column Chart
  • Pie & Donut Charts
  • Clustered Bar Chart
  • PRO TIP: Prevent Charts from Resizing with Cells
  • Changing Chart Types on the Fly
  • Stacked Area Chart
  • PivotChart Layouts & Styles
  • Moving PivotCharts to New Sheets
  • Applying Slicers & Timelines to Multiple Charts
  • Building a Dynamic Dashboard
  • QUIZ: PivotCharts
  • HOMEWORK: PivotCharts
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