Excel PivotTables

by Tom Chandler | Jan 28, 2022

Excel PivotTables Course

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Not Enrolled

Price

$159.95

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Welcome to TechMentor’s Excel PivotTables course

This course is about the basics, tips and tricks, and some advanced features of Excel PivotTables. It includes:

11 online lessons with step-by-step instructions
Multiple video demonstrations in each lesson
Downloadable exercise files
TechMentors’ 133-page PivotTable e-book
A 30-minute one-on-one Q&A sessions with a TechMentor
Additional one-on-one sessions at a discounted price – contact us to learn more

Upon completion of this course, you will be able to:

Describe what a PivotTable is and how it can help you
Create a PivotTable from Excel data
Change PivotTable calculations
Drill down on a summary calculation to see its underlying details
Create a PivotChart from Excel data
Sort, group, and filter your PivotTables and PivotCharts
Create and use slicers to make your PivotTables and PivotCharts more interactive
Add and remove totals and subtotals
Change report layouts
Enhance your report’s appearance with styles

To get an idea of everything covered, see the full course outline.

Materials will be available after you enroll in the course.

Course Content

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1: PivotTables – The Basics 6 Topics | 1 Quiz

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Lesson Content

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A: What is an Excel PivotTable?

B: How do I create a simple and easy to use PivotTable?

C: What are the rules for setting up source data for a PivotTable?

D: How do you “pivot” in a PivotTable?

E: How do you change the value calculation?

F: How do you change the number formatting?

PivotTables Lesson 1 – The Basics – Review your understanding

2: Drilling Down 5 Topics

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Lesson Content

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A: What does it mean to drill down?

B: How do you drill down on a summary value?

C: How do you drill down on a row label?

D: How do you drill down on a column label?

E: How do you remove the details?

3: PivotTable Tricks 8 Topics

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A: How do you show items with no data?

B: How do you show 0 instead of blank?

C: How do you select different parts of the PivotTable?

D: How do you move a PivotTable?

E: How do you duplicate a PivotTable?

F: How do you rename a PivotTable?

G: How do you change the data source of a PivotTable?

H: How do you create a PivotChart?

4: Refreshing Pivot Data 3 Topics

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A: Why do you need to refresh a PivotTable?

B: How do you refresh a PivotTable?

C: How do you refresh all the PivotTables in the workbook?

5: Sorting PivotTables 4 Topics

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A: How do you sort PivotTable data by row labels?

B: How do you manually move row labels?

C: How do you sort PivotTable data by column label?

D: How do you manually move column labels?

6: Grouping PivotTables 4 Topics

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A: How can you group different labels together?

B: How do you group numbers together?

C: How do you group dates by year, quarter, or month?

D: How do you ungroup a grouped field?

7: Filtering PivotTables 7 Topics

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A: How do you filter by selecting row labels?

B: How do you filter by selecting column labels?

C: How do you filter by using comparison operators?

D: How do you filter by values?

E: How do you filter when there are multiple rows/columns?

F: How do you create and use a report filter?

G: What are Report Filter Pages and how do you create them?

8: Using Slicers 7 Topics

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A: What is a slicer?

B: How do you insert a slicer?

C: How do you move the slicer?

D: How do you resize the slicer?

E: How do you change the slicer caption?

F: How do you delete a slicer?

G: How do you connect a slicer to multiple PivotTables?

9: Subtotals and Grand Totals 3 Topics

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A: How do you add / remove Grand Totals?

B: How do you turn on /off subtotals?

C: How do you change the location of the subtotals?

10: Layouts and Styles 8 Topics

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A: What are the three layout options?

B: How do you repeat item labels?

C: How do you not repeat item labels?

D: How do you use styles?

E: What are the style options, and how do you use them?

F: How do you show/hide field headers?

G: How do you show/hide the expand and collapse buttons?

H: How do you hide the field list?

11: Calculated Fields and Items 4 Topics

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A: What is a calculated field?

B: How do you create a calculated field?

C: What is a calculated item?

D: How do you create a calculated item?