Excel Pivot Tables

Module 1: Creating and Managing Pivot Tables

Topics:

• Organizing Data
• Inserting Pivot Tables
• Data Categories
• List Design Guidelines
• Data Normalizing Strategies
• Common Data Mining Techniques
• Standardizing Data
• Adding Related Data with VLOOKUP Function
• Managing Pivot Tables
• Naming Pivot Tables
• Refreshing and Changing Pivot Table Data
• Layering Fields of Data
• Filtering and Slicing Pivot Table Data
• Functions and Number Formats
• Show Details of Specific Pivot Table Results
• Creating Pivot Charts
• Pivoting Data Fields
• Basic Chart Formatting
• Filtering and Slicing Pivot Chart Data

Module 2: Advanced Pivot Table Strategies Custom Pivot Table Design

Topics:

• Analysis Tables vs. Data Lists
• Choosing Report Layouts
• Using and Creating Table Styles
• Subtotals and Grand Totals
• Pivot Table Options
• Calculated Fields and Items
• Power Pivot
• Data Modeling Basics
• Adding Data to Model
• Creating Relationships
• Designing Measures
• Adding Custom Columns
• Using Basic DAX Expressions
• Power Pivot Tables
• Creating Power Pivot Tables
• Preview of Power Query & Power BI

What We'll Explore:

1. Organize and clean data in spreadsheets for pivot table analysis

2. Manage and update pivot table source data to display new values

3. Edit pivot table report formats and settings

4. Use Power Pivot to connect data sources

5. Format default layouts for pivot table reports

6. Create a data model and pull data in from various tables for pivot table analysis