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Excel Pivot Table Essentials - Basics to Mastery
🎯 Pivot Table Success Essentials
How to Succeed with This Course (4:08)
Download Files & Templates
What is a Pivot Table? How Can it Help You? (1:53)
How to Use This Platform for Best Learning Experience
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🗃️ 1. Pivot Table Basics & Must-Knows
How to Create a Pivot Table in Excel (12:17)
Filters, Columns & Hierarchies in Pivot Tables (6:23)
Format Numbers the Right Way (Plus Dynamic Formatting!) (4:03)
Rename Headings, Totals & Items in Pivot Tables (2:52)
How to Drill Down a Pivot Table to Show Detailed Data (2:17)
Show / Hide Totals & Subtotals (5:14)
Pivot Table Layout to Separate Fields into Columns (2:18)
Repeat Labels vs. Merge & Center Labels (3:52)
🤔 Quiz 1
Pivot Table Style to Fit Your Reports (5:35)
Create Multiple Pivot Tables (4:43)
Delete / Move Pivot Tables (3:33)
Auto-Create Pivot Tables for Each Item (2:33)
Print to PDF - Useful Layout Choices (3:02)
Add Slicers to Pivot Tables (8:30)
Connect, Disconnect Slicers from Pivot Tables (5:16)
Stop Pivot Table Columns From Resizing (1:43)
GETPIVOTDATA - Reference Pivot Table with Formulas (12:52)
🤔 Quiz 2
💪 Challenge - Mastering Pivot Tables Must-Knows
✅ Solution - Mastering Pivot Table Must-Knows (6:25)
📝 Key Takeaways
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🔃 2. Refresh Data Without Issues
Intro to Refresh & Best Practices (0:48)
How to Refresh a Pivot Table (Shortcut & Autorefresh) (5:46)
Pivot Table Not Showing All Data (11:52)
Using Tables as Data Source (Best Practice) (8:26)
Slicer or Pivot Table Showing Deleted Items (3:31)
How to Verify Pivot Tables Are Up to Date (5:58)
💪 Challenge - Refresh Not Working
✅ Solution - Refresh Not Working (4:13)
⚠️ Copying Pivot Tables Between Workbooks
🤔 Quiz 3
📝 Key Takeaways
⚙️ 3. Essential Pivot Table Settings
Intro to Essential Pivot Table Settings (0:50)
Helpful Pivot Table Fields Pane Settings (4:01)
Set a Default Pivot Table Layout (3:42)
Format Empty Cells in Pivot Tables (2:23)
Grouping Items (6:54)
🤔 Quiz 4
📝 Key Takeaways
📈 4. Create Pivot Charts to Visualize Data
Intro to Pivot Charts (8:31)
Bar Pivot Charts with Slicers (7:34)
Pie & Doughnut Pivot Charts with Grouping (5:47)
Adding Grand Totals to Pivot Charts (7:25)
💪 Challenge - Stacked Column Pivot Chart
✅ Solution - Stacked Column Pivot Chart (7:38)
🤔 Quiz 5
📝 Key Takeaways
📆 5. Master Working with Dates
Intro to Date Handling in Pivot Tables (1:17)
Group Dates by Months, Quarters or Weeks (8:25)
Add a Timeline to Pivot Report (7:08)
Pivot Tables NOT Recognizing Dates (6:19)
Add Fiscal Years to Pivot Tables (5:19)
Sort by Fiscal Months (Slicers & Pivot Tables) (7:57)
💪 Challenge - Fix the Problem (Dates Not Grouping)
✅ Solution - Fix the Problem (Dates Not Grouping)
🤔 Quiz 6
📝 Key Takeaways
➕ 6. Pivot Table Calculations Made Easy
Formulas in Pivot Tables - Three Types (0:57)
Beware: Numbers Counted Instead of Summed (9:15)
Add Calculated Field (Formula) to Pivot Table (4:16)
Edit / Delete Calculated Fields (3:14)
💪 Challenge: Calculate Profit Margin (2:01)
Remove #DIV/0! Error in Pivot Table (2:20)
Calculate Average for Calculated Field (5:05)
Calculate Percentage of Column / Row / Parent Total (6:34)
Show Values as Running Total (3:29)
Calculate Rank (2:27)
Calculate Change - Difference From (Previous Period) (4:04)
💪 Challenge - Help HR with Calculations
✅ Solution - Help HR with Calculations
🤔 Quiz 7
📝 Key Takeaways
🔍 7. Filter and Sort Data Like a Pro
Sorting Options in Pivot Tables (4:57)
Custom Sorting Slicer Items (4:24)
Filter Options & Multiple Filters (7:04)
Filter Top / Bottom Values (Percent, Sum) (4:42)
Include Filtered Items in Totals (5:21)
💪 Challenge - Filter and Sort
✅ Solution - Filter and Sort
🤔 Quiz 8
📝 Key Takeaways
🎨 8. Advanced Formatting & Custom Design
Conditional Formatting in Pivot Tables (9:46)
Data Bars in Pivot Tables (3:27)
Custom Number Formatting (Cool Tricks) (9:04)
Designing a Professional Pivot Table (Clean & Sleek)
💪 Challenge - Heatmap (Color Scales in Pivot Tables)
✅ Solution - Heatmap (Color Scales in Pivot Tables) (5:11)
🤔 Quiz 9
📝 Key Takeaways
📊 🖥️ 9. Design Interactive Dashboards [Bonus]
Interactive Excel Dashboard - Intro (2:10)
Excel Dashboard with ONE Click Update (25:35)
🧹 10. Clean and Prep Your Data FAST
Intro to Data Cleaning for Pivot Tables (1:38)
Fill in Data Gaps - Repeat First Item (3:59)
Delete Empty Rows Quickly (2:39)
Delete Subtotals and Totals Quickly (2:41)
Power Query to Easily Clean Data (13:47)
Helpful Settings in Power Query
Split Combined Data into Rows (3:19)
Move Data from Columns to Rows (Unpivot) (5:32)
Reorganize Multiple Headers into Columns (11:48)
🔥 Challenge: Solve a Real-World Data Analysis Problem
🤔 Quiz 10
📝 Key Takeaways
🔗 11. Combine Data from Multiple Tables
Combine Multiple Tables to One Pivot Table (Append vs. Merge) (3:17)
Pivot Table from Multiple Tables (Append) (12:13)
Consolidate All Excel Sheets in ONE Pivot Table
Merge Tables for a Pivot Table (Power Query) (9:31)
Create Relationships with Data Model for One Pivot Table (6:28)
Power Query or Power Pivot? How to Use Both Together (5:29)
Add Data to Data Model: Advantages (13:52)
🤔 Quiz 11
📝 Key Takeaways
🤖 12. Use AI & Copilot to Build Pivot Tables
Copilot to Create and Customize Pivot Tables and Charts (10:09)
AI to Create Pivot Tables & Charts (Analyze Data Feature)
⏰ Bonus - Cheat Sheets for ALL your Pivot Table Needs
Pivot Table Cheat Sheets - Complete Set
🥳 Wrap-Up & Next Steps
🙌 Well Done! (2:00)
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My Favorite Resources
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Group Dates by Months, Quarters or Weeks
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