Introduction
Getting started with Excel PivotTables
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1. Basic PivotTable Concepts
PivotTables: Key concepts and benefits
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Prepare your data for analysis using Power Query
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Prepare your data for analysis using Copilot
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Challenge: Clean and structure a raw dataset
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Solution: Clean and structure a raw dataset
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2. Building a Basic PivotTable
Create a PivotTable and pivot the fields
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PivotTable aggregation: Sum, Count, Average, and more
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Format PivotTable values: Currency, percentage, and more
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Customize the PivotTable report layout
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Add slicers to filter PivotTable data
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Group dates in a PivotTable (days, months, quarters, years)
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Refresh a PivotTable after data changes
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Use Copilot to generate and analyze PivotTables
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Challenge: Build a sales summary PivotTable
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Solution: Build a sales summary PivotTable
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Conclusion
PivotTables: Next steps and further learning
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Ex_Files_Excel_PivotTables_Beginners.zip
(4.3 MB)