Excel Pivot Mastery: From Essentials to Advanced Analytics

Pivot tables are arguably Excel's most powerful feature, and most likely to impress your boss. At first glance, pivot tables seem quite mysterious: with a quick drag-and-drop, your data somehow reorganizes itself into interesting groupings and useful totals. There are more than a few organizations whose critical business decisions rely on carefully designed pivot tables. Unfortunately, because they accomplish so much behind the scenes" it's hard to figure out how pivot tables actually work — and scary to try to modify existing ones. That's where our trainers come in: they love nothing more than demystifying tricky features like pivot tables. After this class, you'll be the one creating pivot tables to capture insights about your company's data. Here's what you'll learn:

• Cleanup. The data in your spreadsheet needs to meet certain criteria before it can be turned into a pivot table. We'll show you how to clean the data, designate the cells you want to become a pivot table, place it exactly where you want, and format it nicely in color.
• Manipulation. The advantage of a pivot table is being able to entirely rearrange your view of the data with nothing more than a few mouse clicks. For example, which is more useful: orders by city, revenue by customer, or orders by salesperson? Being able to easily switch these parameters — within the same worksheet — is what makes pivot tables so useful.
• Aggregate Functions. Seeing different views of the data is only useful if you can summarize (aggregate) information about that data: what were the totals, averages, medians and counts for each different view of the data? We'll show you how to apply these functions and filter the results to find the true insights.
• Pivot Charts. As with normal tables of data, it's helpful to create charts that illustrate the pivoted views of the data. We'll show you how to present the data from pivot tables in colorful visualizations (unless you prefer black and white).
• Big Data and "Power" Features. Excel has a limit of only one million rows, and if you've ever tried using them all, your computer probably slowed to a crawl. Enter the family of "Power" features: Power Query, Power Pivot, Power View, Power Map, and Power BI. These features allow you to import hundreds of millions of rows of data — even from multiple databases simultaneously — and use them in a spreadsheet. We'll show you how to get this so-called "big data" using Power Query and then apply calculations using Power Pivot. Ultimately, you'll be able to turn them into pivot tables, pivot charts and other data visualizations.

Building Strong Foundations with Pivot Tables

·      Intro to Data Mining Techniques

·      Flash Fill

·      Adding Related Data with XLOOKUP

·      Managing Your Pivot Tables

·      Naming Conventions for Easy Reference

·      Refreshing and Updating Data Sources

·      Layering Fields for Dynamic Views

·      Formatting with Functions & Number Styles

·      Revealing Details Behind the Summary

·      Visualizing with Pivot Charts

·      Chart Formatting Basics

·      Advanced Filtering & Slicing for Pivot Charts

Advanced Strategies & Power Pivot Essentials

·      Customizing Report Layouts

·      Designing and Applying Table Styles

·      Working with Subtotals & Grand Totals

·      Exploring Pivot Table Options

·      Creating Calculated Fields & Items

·      Introduction to Power Pivot & Data Modeling

·      Adding Data to the Model

·      Building Relationships Across Tables

·      Designing Custom Measures

·      Creating Custom Columns

·      Getting Started with DAX Expressions

·      Building Advanced Power Pivot Tables

·      From Pivot Tables to Power Pivot: The Next Step

·      Sneak Peek: Power Query & Power BI