Inserting PivotTables in Excel Microsoft 365 for Windows

Excel Microsoft 365 (Windows)    |    Intermediate
  • 11 videos | 34m 5s
  • Includes Assessment
  • Earns a Badge
Rating 4.7 of 3 users Rating 4.7 of 3 users (3)
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

  • 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

  • 4m 33s
    A 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
  • 3m 31s
    Excel'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 Windows
    2m 46s
    If 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 Windows
    3m 22s
    Once 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 Windows
    2m 22s
    Excel'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 Windows
    3m 2s
    The 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 Windows
    3m 26s
    When 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 Windows
    3m 6s
    Another 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 Windows
    2m 21s
    A 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 Windows
    3m 9s
    If 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 Windows
    2m 28s
    The 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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