Manipulating PivotTable data in Excel 365

Excel Microsoft 365 (2021)    |    Intermediate
  • 11 videos | 39m 1s
  • Includes Assessment
  • Earns a Badge
  • Certification CPE
Rating 4.4 of 330 users Rating 4.4 of 330 users (330)
Once you have created your Excel PivotTables, you will need to know how to manage and work with the data contained in them. In this course, you will learn how to analyze, calculate, compare, and work with Excel PivotTables as well as use the timeline. Key concepts covered in this course include how to edit the source data and field setup in a PivotTable; how to organize data logically by creating data groups within a PivotTable; and how to incorporate data from external sources to analyze in an Excel 365 PivotTable. You will also learn how to use sort tools to change the display of data; use filter tools to show and hide data, and work with values for comparison calculations. Finally, you will discover how to troubleshoot common PivotTable issues in Excel 365. 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 manipulating pivottable data in excel 365 course
    Sort pivottable data in excel 365
    Filter pivottable data in excel 365
    Use the data model to work with data from multiple tables in an excel 365 pivottable
    Analyze pivottable data in excel 365
    Analyze database tables in a pivottable in excel 365
  • Compare values in a pivottable in excel 365
    Use the timeline tool with pivottables in excel 365
    Group pivottable data in excel 365
    Add calculated pivottable items and fields in excel 365
    Troubleshoot issues with pivottables in excel 365

IN THIS COURSE

  • 49s
    This video outlines the key content covered in this Microsoft 365: Manipulating PivotTable data in Excel 365 course, including how to sort and filter your PivotTable data, insert and use a Timeline, and how to add calculated items and fields to your PivotTable. FREE ACCESS
  • 2m 45s
    Excel 365's PivotTables can be sorted to rearrange the order of the data values you are analyzing. You can use the automatic sorting tools, drag and drop labels, and sort data by value. In this video, you will discover how to sort PivotTable data in Excel 365. FREE ACCESS
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    3.  Filtering your PivotTable data
    3m 38s
    The values in an Excel 365 PivotTable can be filtered in many different ways, depending on the data 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 filter when setting up your PivotTable. In this video, you will explore how to filter PivotTable data in Excel 365. FREE ACCESS
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    4.  Working with multiple PivotTable data tables
    5m 11s
    In an Excel 365 PivotTable, if you want to work with data from different sources, you will need to add these to the Data Model in a workbook. Once this is done, you can create, edit, and manage the relationships between fields to get the data values working together. In this video, you will explore how to work with multiple data tables for a PivotTable in Excel 365. FREE ACCESS
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    5.  Analyzing data in a PivotTable
    3m 37s
    Once you know how to create a PivotTable and add fields to it, you can begin analyzing your data to look for trends. This entails knowing how to organize your fields appropriately, add levels of detail to drill into data, and inserting multiple value fields in a single table. In this video, you will explore how to analyze PivotTable data in Excel 365. FREE ACCESS
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    6.  Analyzing your database tables in a PivotTable
    4m 21s
    In Excel 365, you can pull in data from external sources, such as a Microsoft Access database, and analyze it in a PivotTable. This allows you to reuse data and take advantage of field relationships that already exist in the database. In this video, you will explore how to analyze database tables in a PivotTable in Excel 365. FREE ACCESS
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    7.  Comparing values in a PivotTable
    3m 40s
    When using PivotTables, you can adjust how you work with values in Excel 365 by changing the summary calculation or applying a comparison. When comparing PivotTable values and totals, you can visualize data ranked, as a percentage, or as a difference. In this video, you will explore how to compare values in a PivotTable in Excel 365. FREE ACCESS
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    8.  Using the Timeline
    3m 38s
    Within Excel 365, the Timeline tool is a great way to work 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 gets displayed. In this video, you will learn how to use the Timeline tool with PivotTables in Excel 365. FREE ACCESS
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    9.  Grouping data in your PivotTable
    3m 33s
    A useful way of sorting and organizing data in an Excel 365 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. In this video, you will explore how to group PivotTable data in Excel 365. This video aligns with MOS MO-201 / Excel Expert Certification exam objective: 4.2.4 Group PivotTable data. FREE ACCESS
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    10.  Using calculations in a PivotTable
    3m 44s
    Inserting calculated items and fields based on data that's already in a PivotTable is useful if the calculations you wish to perform are not in the source data table. In this video, you will explore how to add calculated PivotTable items and fields in Excel 365. This video aligns with MOS MO-201 / Excel Expert Certification exam objective: 4.2.5 Add calculated fields. FREE ACCESS
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    11.  Troubleshooting issues with PivotTables
    4m 5s
    While you can create interactive data analyses with PivotTables to quickly summarize large amounts of data, you won't be able to answer questions about your data effectively if a PivotTable contains errors or problems. In this video, you will explore how to troubleshoot common PivotTable issues in Excel 365. FREE ACCESS

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