Creating PivotTables and PivotCharts in Excel 365

Excel Microsoft 365 (2021)    |    Intermediate
  • 11 videos | 37m 7s
  • Includes Assessment
  • Earns a Badge
  • Certification CPE
Rating 4.4 of 438 users Rating 4.4 of 438 users (438)
Excel 365 includes powerful tools to summarize data. In this course, you will learn how to create, edit, and format PivotTables and PivotCharts; and how to use slicers. Key concepts covered in this course include how to use a PivotTable to find trends in data, and how to add extra levels of detail and multiple value fields in a single table. Because a PivotTable is highly customizable, you will observe how to configure and customize its display and control settings. Next, you will examine how to use label and value filters to analyze data, how to use a slicer to filter data, and how to customize the appearance of a slicer. Finally, you will explore how to use data from a PivotTable to create a PivotChart and then customize and format the PivotChart. In order to practice what you have learned, you will find practice exercises and samples in the Course Contents pane or in the Resources section.

WHAT YOU WILL LEARN

  • Discover the key concepts covered in this creating pivottables and pivotcharts in excel 365 course
    Create a pivottable in excel 365
    Edit a pivottable in excel 365
    Format a pivottable in excel 365
    Insert a slicer into a pivottable in excel 365
    Customize a pivottable slicer in excel 365
  • Copy and reuse a pivottable in excel 365
    Use pivottable label and value filters in excel 365
    Configure a pivottable in excel 365
    Insert a pivotchart in excel 365
    Modify a pivotchart in excel 365

IN THIS COURSE

  • 41s
    This video outlines the key content covered in this Microsoft 365: Creating PivotTables and PivotCharts in Excel 365 course, including how to create and edit a PivotTable, insert and customize PivotTable slicers, and how to insert and modify a PivotChart. FREE ACCESS
  • 4m 30s
    A PivotTable can be used to reanalyze data that has been inserted into a table or worksheet. Excel 365's PivotTable tool is extremely flexible and can be modified in a variety of different ways to extract previously-unseen patterns and trends from the data. In this video, you will explore how to create a PivotTable in Excel 365. This video aligns with MOS MO-201 / Excel Expert Certification exam objective: 4.2.1 Create PivotTables. FREE ACCESS
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    3.  Editing a PivotTable
    4m 10s
    Excel 365's PivotTables are extremely customizable. You can change the different fields that have been added, change the calculations that are performed, or even update your PivotTable to ensure it references the most recent data. In this video, you will explore how to edit a PivotTable in Excel 365. FREE ACCESS
  • Locked
    4.  Formatting a PivotTable
    4m 13s
    If you want to improve the appearance of a PivotTable, you can change its formatting settings. In Excel 365, you can change your PivotTable's style, color settings, and even the font that is used for your data values and field names. In this video, you will explore how to format a PivotTable in Excel 365. This video aligns with MOS MO-201 / Excel Expert Certification exam objective: 4.2.6 Format data. FREE ACCESS
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    5.  Inserting a slicer in a PivotTable
    2m 47s
    A slicer is a special filter tool that is used to adjust the data that is visible in a PivotTable. You can use a slicer to quickly identify the data filters that are currently applied or use multiple slicers to gradually filter out any data that is not required for the task at hand. In this video, you will explore how to insert a slicer in a PivotTable in Excel 365. This video aligns with MOS MO-201 / Excel Expert Certification exam objective: 4.2.3 Create slicers. FREE ACCESS
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    6.  Customizing a PivotTable slicer
    4m 14s
    If you use PivotTables with slicers on a frequent basis, then you may find it useful to know how to modify these tools to meet your needs. In Excel 365, you can change your slicer's style and appearance using a variety of different formatting tools. In this video, you will explore how to customize a PivotTable slicer in Excel 365. FREE ACCESS
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    7.  Copying and reusing a PivotTable
    2m 46s
    It would be time-consuming to create a PivotTable from scratch every time you would like to use one in your workbooks. So to save you the trouble, in Excel 365 you can move, copy, and reuse any PivotTable that you create. In this video, you will explore how to copy and reuse a PivotTable in Excel 365. FREE ACCESS
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    8.  Using label and value filters
    3m 6s
    When filtering PivotTable data in Excel 365, you can choose between label and value filters. Label filters allow you to show and hide data based on the label associated with data values, whereas value filters can be used to analyze the actual values associated with a PivotTable's entries. In this video, you will explore how to use label and value filters in Excel 365. FREE ACCESS
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    9.  Configuring a PivotTable
    3m 16s
    In Excel 365, PivotTables are highly customizable. You can use the PivotTable options to change how null data values and errors are displayed, customize which data controls are active and visible in the table, and even ensure you are working on the most recent information by telling Excel 365 to refresh the data every time you open a workbook. In this video, you will explore how to configure a PivotTable further in Excel 365. This video aligns with the MOS MO-201 / Excel Expert Certification exam objective: 4.2.2 Modify field selections and options. FREE ACCESS
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    10.  Inserting a PivotChart
    3m 59s
    Data that has been organized into a PivotTable can be presented more visually in a PivotChart in Excel 365. You can create a PivotChart from scratch, or convert data already in a PivotTable to a chart format. In this video, you will explore how to insert a PivotChart in Excel 365. This video aligns with the MOS MO-201 / Excel Expert Certification exam objective: 4.3.1 Create PivotCharts. As well as MOS MO-201 / Excel Expert Certification exam objective: 4.3.4 Drill down into PivotChart details. FREE ACCESS
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    11.  Modifying a PivotChart
    3m 26s
    All the standard Excel 365 chart tools can be used to modify and format PivotCharts. You can change the chart type without recreating the PivotTable, apply different chart styles and layouts, and customize individual chart elements using the formatting tools. In this video, you will explore how to modify a PivotChart in Excel 365. This video aligns with the MOS MO-201 / Excel Expert Certification exam objectives: 4.3.3 Apply styles to PivotCharts, and 4.3.2 Manipulate options in existing PivotCharts. FREE ACCESS

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