I did not know anything about pivot charts, but have used Excel for years. I really enjoyed the course and will use pivot charts in the future.
I've worked with pivot tables for years, but learned tons of information I hadn't heard of or used before. Thank you!
Course Code: pts
Develop a solid understanding of the requirements to use pivot tables. Cover the foundational elements you need to understand, and take a peek into the sometimes-intimidating Pivot Table Fields task pane and pivot table-specific Ribbon tabs. You’ll also learn what's required to make sure your data is organized well enough to be used in a pivot table.
Understand how the different pivot table features are grouped and what each one provides which is a must if you want to consider yourself a master pivot table user. Learn how to format cells and numbers, as well as how to handle empty cells or errors in your source data. In addition, you'll get some exposure to renaming fields and how to sort and filter data within your pivot table report.
Learn how to use some of the more obscure settings in the Pivot Table Options and Field Settings dialog boxes which can be extremely useful. You’ll also learn the Values section of a pivot table report which has unique settings and summarization options. Once you learn how to use these lesser-known settings, you'll go from an average pivot table user to an expert.
Learn to group ordinary pivot table fields, which will create new fields that you can use within the pivot table or as a Slicer. In addition, you'll learn how to expand and collapse fields to help in summarizing the pivot table data. Then learn how to locate data anomalies in large data sets and the proper use of report filters which can assist in any data investigation as well as a great tool for creating multiple reports from a single pivot table report.
Routinely, it's necessary to create different versions of reports, but the best way to do so isn't as straightforward as you might think and you discover the secrets here. Then learn to use Excel's Calculated Items and Fields feature which provides you with a way to create items that are missing from the source data or that you need for a one-time analysis.
In order to create an effective dashboard, a pivot table and pivot chart controlled by multiple Slicers is a must, and you’ll learn how in this lesson. Finally, you’ll learn about some of the many interactive tools and techniques available to make pivot tables and pivot charts fun to use.
Chad Wambolt is a graduate of Boise State University, where he obtained his bachelor's degree in accounting. He has spent his entire professional career in the finance field, working for both privately and publicly held companies with sales ranging from $500 million to $3 billion. Through the course of his career, Chad has become an expert user of Microsoft Excel. His knowledge of Excel's capabilities has helped organizations streamline processes and save countless hours of labor. Chad has taught Excel to students of varying skill levels since 1997.
There are no prerequisites for this course.
Microsoft Windows 7, Microsoft Windows 8.x, or Microsoft Windows 10
Microsoft Excel 2010, Microsoft Excel 2013, or Microsoft Office 2016
A free 30-day trial of Office 365 Home Premium may be available at Office Online. Then, a subscription can be purchased for as little as $6.99 per month. Please be sure to install the software on your computer before the course begins.
Note: This course is not suitable for Macintosh users who are using the Office Mac Home versions or for users of older versions of Microsoft Excel.
"Starter Version" and "Web App" versions of Microsoft Excel will not work with the full version of Excel taught in this course.
A new session of each course opens each month, allowing you to enroll whenever your busy schedule permits!
Once a session starts, two lessons will be released each week, for the six-week duration of your course. You will have access to all previously released lessons until the course ends.
Keep in mind that the interactive discussion area for each lesson automatically closes 2 weeks after each lesson is released, so you’re encouraged to complete each lesson within two weeks of its release.
The Final Exam will be released on the same day as the last lesson. Once the Final Exam has been released, you will have 2 weeks plus 10 days to complete the Final and finish any remaining lessons in your course. No further extensions can be provided beyond these 10 days.