Introduction to Pivot Tables
Learn Pivot Table Must-Knows in Just 2.5 Hours!
Get Hands-On Practice with Workbooks, Quizzes and Challenges
Learn to create and customize Pivot Tables in Excel. Refresh your data without issues.
Analyze your data quickly and confidently - all with zero stress.
Get started now!
Are you ready to get comfortable with Pivot Tables?
This course is ideal for Pivot Table beginners. It will boost your confidence in using Pivot Tables in Excel.
In just 2.5 hours, you'll be able to create, format, and refresh Pivot Tables without the usual frustrations.
What You’ll Learn:
- Create Pivot Tables from scratch and customize them to fit your needs.
- Format numbers and headers to make your reports look polished.
- Use filters and slicers to drill down.
- Refresh data to work with the latest info.
- Troubleshoot common issues, like missing data and slicers showing deleted items.
Your Instructor
My courses & tutorials are for ambitious beginners and professionals who want to upgrade their data analysis skills. If you hate doing things manually, you’ll love my approach.
I don’t just want to show you solutions to specific problems, but to teach you to find solutions to ALL your future data analysis problems.
On my YouTube channel, I share Office Productivity tips & tricks based on questions I get from our online community & professionals at my training sessions.
I am a Certified Microsoft Excel Expert and was given the Microsoft MVP award in 2017. I have over 15 years of experience implementing and training users on Management Information Systems of different sizes and nature - these include SAP BW and Oracle HFM.
My background is: Masters in Economics, Economist, Consultant, Oracle HFM Accounting Systems Expert & Project Manager. My passion is teaching and solving difficult Excel problems. I am also addicted to learning and enjoy taking online courses on a variety of topics.
I founded my online learning company, XelPlus, in 2015. Our aim is to help you gain the knowledge you need so you can create useful tools, solve problems and get more done.
Let's start now.
Hands-On Learning:
This course lets you practice every step. You’ll get:
- Practice workbooks to follow along and apply what you’re learning.
- Challenges to help you test and solidify your skills.
- Quizzes to make sure you’re on track.
- Key takeaways at the end of each section to summarize what you’ve learned.
By the end of the course, you'll know the must-knows of Pivot Tables.
You'll also be able to refresh your data and update your reports - without the usual headaches.
Here’s a Peek at the Lectures You’ll Cover:
- How to Create a Pivot Table in Excel
- Filters, Columns & Hierarchies in Pivot Tables
- How to Drill Down a Pivot Table to Show Detailed Data
- Pivot Table Layout to Separate Fields into Columns
- Add Slicers to Pivot Tables
- Stop Pivot Table Columns From Resizing
- And much more! (see the full curriculum below👇)
Course Curriculum
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StartHow to Create a Pivot Table in Excel (12:17)
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StartFilters, Columns & Hierarchies in Pivot Tables (6:23)
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StartFormat Numbers the Right Way (Plus Dynamic Formatting!) (4:03)
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StartRename Headings, Totals & Items in Pivot Tables (2:52)
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StartHow to Drill Down a Pivot Table to Show Detailed Data (2:17)
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StartShow / Hide Totals & Subtotals (5:14)
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StartPivot Table Layout to Separate Fields into Columns (2:18)
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StartRepeat Labels vs. Merge & Center Labels (3:52)
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Start🤔 Quiz 1
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StartPivot Table Style to Fit Your Reports (5:35)
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StartCreate Multiple Pivot Tables (4:43)
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StartDelete / Move Pivot Tables (3:33)
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StartAuto-Create Pivot Tables for Each Item (2:33)
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StartPrint to PDF - Useful Layout Choices (3:02)
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StartAdd Slicers to Pivot Tables (8:30)
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StartConnect, Disconnect Slicers from Pivot Tables (5:16)
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StartStop Pivot Table Columns From Resizing (1:43)
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StartGETPIVOTDATA - Reference Pivot Table with Formulas (12:52)
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Start🤔 Quiz 2
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Start💪 Challenge - Mastering Pivot Tables Must-Knows
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Start✅ Solution - Mastering Pivot Table Must-Knows (6:25)
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Start📝 Key Takeaways
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StartIntro to Refresh & Best Practices (0:48)
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StartHow to Refresh a Pivot Table (Shortcut & Autorefresh) (5:46)
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StartPivot Table Not Showing All Data (11:52)
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StartUsing Tables as Data Source (Best Practice) (8:26)
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StartSlicer or Pivot Table Showing Deleted Items (3:31)
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StartHow to Verify Pivot Tables Are Up to Date (5:58)
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Start💪 Challenge - Refresh Not Working
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Start✅ Solution - Refresh Not Working (4:13)
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Start🤔 Quiz 3
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Start📝 Key Takeaways
Who Is This Course For?
- Beginners who want to build a strong foundation with Pivot Tables.
- Excel users who need to learn how to refresh data correctly and troubleshoot common issues.
- Anyone looking to save time and boost their productivity in Excel.
What’s Next?
If you want to learn advanced features, check out our full Pivot Table Essentials course. Besides this intro course, the Pivot Table Essentials course covers dashboards, complex formulas, pivot charts, and more.