What You Will Learn

By the time you’ve completed this course you’ll be equipped to:

  • Create pivot tables including formatting the data source, appearance, conditional formatting and layout.

  • Use average count, distinct count and calculated fields, and how to group dates and name pivot tables.

  • Build a pivot table-based dashboard that includes basic pivot charts and a dashboard summary panel.

  • Slice and dice data to gain valuable business insights.

Course curriculum

    1. Welcome

    2. Course objectives

    3. Course Resources

    1. Case Study - Pivot Tables & Building a Dashboard Introduction

    2. What are Pivot Tables?

    3. Date Format, YearFrac

    4. Creating basic Pivot Tables

    5. Formatting the Data Source

    6. Appearance, Layout & Conditional Formatting

    7. Average, Count, Distinct Count, Percentage

    8. Calculated Fields - Creating a Basic Budget

    9. Grouping Dates - Pivot Tables by Date, Month or Quarters

    10. Sorting & Filtering

    11. Slicers & Naming Pivot Tables

    12. Case Study - Exercise

    1. Creating Basic Pivot Charts

    2. Pivot Charts - Lesson 2

    3. Building a Dashboard. Step 1: Summary Board

    4. Creating a Dashboard!

    5. Case study - Exercise

    1. Course Survey

    2. Wrap Up Video

    3. Final Assessment

About this course

  • Free
  • 23 lessons
  • 1 hour of video content