Inserting PivotTables in Excel Microsoft 365 for Windows
Excel Microsoft 365 (Windows)
| Intermediate
- 11 videos | 34m 5s
- Includes Assessment
- Earns a Badge
This 11-video course provides learners with an in-depth exploration of how to use PivotTables in Excel for Office 365. PivotTables are highly customizable and can be used to extract patterns and trends that you may have initially missed in your data. You will learn how to create a PivotTable, and to modify it to change which fields have been inserted, and change the performing calculations. Next, you will learn to improve the appearance of your PivotTable by changing the style, color settings, and the fonts. This course demonstrates how to use the automatic sorting tools, drag and drop labels, and to sort your data by value. You will examine filters in Excel, and how label filters can be used to show and hide data based on the label associated with data values. You will observe how to use slicers to filter and manipulate data in a PivotTable, which provides a clear visual guide to the table's contents. Finally, you will learn to use the Timeline tool to work with dates in your PivotTable.
WHAT YOU WILL LEARN
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insert a PivotTable
edit the source data and field setup in a PivotTable
use predefined styles and formatting tools to change the appearance of a PivotTable
copy and move a PivotTable within a workbook
use sort tools to change the display of data in a PivotTable
use filter tools to show and hide data in a PivotTable -
use label and value filters to analyze data in a PivotTable
use group tools to sort and analyze related data in a PivotTable
use a Slicer to filter data in a PivotTable
customize the behavior and appearance of a Slicer
customize the behavior and appearance of a Slicer
IN THIS COURSE
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4m 33sA PivotTable can be used to reanalyze data that has been inserted into your table. Excel's PivotTable tool is extremely flexible and can be modified in a variety of different ways to extract previously-unseen patterns and trends in your data. FREE ACCESS
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3m 31sExcel's PivotTables are extremely customizable. You can change the different fields that have been added and change the calculations that are performed. You can also update your PivotTable to ensure that it uses the most recent data from the original table. FREE ACCESS
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3. Formatting your PivotTable in Excel Microsoft 365 for Windows2m 46sIf you want to improve the appearance of your PivotTable, you can change its formatting settings. In Excel, you can change your PivotTable's style, color settings, and even the font that is used for your data values and field names. FREE ACCESS
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4. Copying & reusing your PivotTable in Excel Microsoft 365 for Windows3m 22sOnce you have created your PivotTable, you can move it, copy it, and reuse it. Once you have created a copy of your PivotTable, you can modify it as you see fit. FREE ACCESS
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5. Sorting data in your PivotTable in Excel Microsoft 365 for Windows2m 22sExcel's PivotTables can be used to sort the data values you are analyzing. You can use the automatic sorting tools, drag and drop labels, and sort your data by value. FREE ACCESS
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6. Filtering your table data in Excel Microsoft 365 for Windows3m 2sThe values in your PivotTable can be filtered in many different ways, depending on the data that you are working with. You can use the standard filter tools to show or hide particular values, select and hide groups of values, and even define a field that will serve as the table's filter when setting up your PivotTable. FREE ACCESS
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7. Using label & value filters in Excel Microsoft 365 for Windows3m 26sWhen filtering data, 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, while value filters can be used to analyze the actual values associated with your table's entries. FREE ACCESS
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8. Grouping data in your PivotTable in Excel Microsoft 365 for Windows3m 6sAnother useful way of sorting and organizing your data in your Excel PivotTable is to create data groups. You can, for example, group your data by month, year or category. You can also choose to temporarily hide data that is not required, helping you to concentrate on what matters in your table. FREE ACCESS
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9. Inserting a slicer in your PivotTable in Excel Microsoft 365 for Windows2m 21sA slicer is a special filter tool offered by Excel. It can be used to adjust the data that is visible in your PivotTable. It can also allow you to identify quickly the data filters that are currently applied. You can also use multiple slicers to gradually filter out the data that is not required for the task at hand. FREE ACCESS
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10. Customizing your slicer in Excel Microsoft 365 for Windows3m 9sIf you use PivotTables and in particular slicers on a frequent basis, then you may find it useful to know how to customize these tools. In Excel, you can change your slicer's style and appearance using a variety of different formatting tools. FREE ACCESS
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11. Using the Timeline in Excel Microsoft 365 for Windows2m 28sThe Timeline tool is a great way of working with dates in your PivotTable. It's dynamic, and like a slicer, gives you a clear visual of how you are working with your data and what will be displayed. FREE ACCESS
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