Working with Data in PivotTables in Excel Microsoft 365 for Windows

Excel Microsoft 365 (Windows)    |    Intermediate
  • 8 videos | 29m 48s
  • Includes Assessment
  • Earns a Badge
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Explore ways to analyze data for trends by using a PivotTable in Excel for Office 365, in this 8-video course, which demonstrates how to organize fields, add extra levels of detail to data, and to insert multiple value fields in a single table. You will observe how to use a data model to pull data from multiple tables and build a relational data source inside a workbook. This course demonstrates how to pull data from external sources, for example, an Access database, and analyze it in a PivotTable. You will learn to insert calculated fields that use already inserted data in the PivotTable. You will also learn how to change a summary calculation or apply a comparison in a PivotTable, and how to visualize data rank as a percentage or as a difference. You will learn how to create a new PivotChart or convert already inserted data in a PivotTable. Finally, you to use PivotTable options to change how null data values and errors are displayed.


  • use a PivotTable to find trends and drill into data
    use the Data Model to work with data from multiple tables
    import existing database tables into the Data Model and use them in a PivotTable
    add Calculated Items and Calculated Fields to a PivotTable
  • use the Value tools to and summary and comparison calculations
    visualize data from a PivotTable in a PivotChart
    customize and format a PivotChart
    configure and customize a PivotTable's display and control settings


  • 4m 10s
    Once you know how to create a PivotTable and add fields, you can begin analyzing your data and looking for trends. See how to organize your fields appropriately, add levels of detail to drill into data, and insert multiple value fields in a single table. FREE ACCESS
  • 4m 41s
    If you want to work with data from different tables, you will need to add them to the Data Model in your workbook. Once this is done, you will need to know how to create, edit, and manage relationships between fields, in order to get the data values working together. FREE ACCESS
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    3.  Analyzing your database tables in a PivotTable in Excel Microsoft 365 for Windows
    3m 56s
    In Excel, you can pull in data from external sources, such as an 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. FREE ACCESS
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    4.  Using calculations in your PivotTable in Excel Microsoft 365 for Windows
    3m 22s
    In Excel, you can insert calculated items and fields which use data already in the PivotTable. This is useful if the calculations you wish to perform are not in the source data table. FREE ACCESS
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    5.  Comparing values in a PivotTable in Excel Microsoft 365 for Windows
    3m 16s
    You can adjust how you work with values in your PivotTable, by changing the summary calculation or applying a comparison. When comparing values and totals, you can visualize data ranked, as a percentage, or as a difference. FREE ACCESS
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    6.  Inserting a PivotChart in Excel Microsoft 365 for Windows
    4m 5s
    Data that has been organized into a PivotTable can be presented more visually in a PivotChart. You can create a PivotChart from scratch, or convert data already in a PivotTable. Once the PivotChart has been created, you can manipulate data using the PivotChart and PivotTable controls. FREE ACCESS
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    7.  Modifying your PivotChart in Excel Microsoft 365 for Windows
    2m 55s
    All the standard Excel chart tools can be used to modify and format your PivotChart. You can change the chart type without recreating the PivotTable, apply different chart styles and layouts, and customize individual chart elements with the formatting tools. FREE ACCESS
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    8.  Configuring your PivotTable in Excel Microsoft 365 for Windows
    3m 24s
    Your PivotTable is highly customizable. The PivotTable options can be used to change how null data values and errors are displayed, customize which data controls are active and visible in your table, and even ensure that you are working on the most recent information by telling Excel to refresh the data every time you open your workbook. FREE ACCESS


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