Creating and Managing PivotTables in Excel 365 (2024)
Excel 365 (2024)
| Expert
- 10 videos | 43m 6s
- Includes Assessment
- Earns a Badge
PivotTables in Excel 365 are vital for organizing, summarizing, and refining large data sets efficiently. In this course, you will learn how to create and customize PivotTables, selecting the appropriate data for analysis and enhancing the table's visual layout for better readability. Next, discover advanced features such as slicers for dynamic data filtering, which enhance the user's ability to explore and present data. Additionally, you will learn how to apply label and value filters to focus on specific data points. The course also covers adding calculations within PivotTables for complex data operations. Lastly, you will learn to address common PivotTable issues, offering troubleshooting strategies that help users solve problems independently and maintain the quality of their data analysis. This course aligns with the objectives of MO-211: Microsoft Excel Expert (Microsoft 365 Apps). Would you like hands-on practice? Go to the Course Contents pane and download the sample files to follow along with select videos.
WHAT YOU WILL LEARN
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Discover the key concepts covered in this creating and managing pivottables in excel 365 (2024) course
Insert a pivottable
Edit the source data and field setup in a pivottable
Use predefined styles and formatting tools to change the appearance of a pivottable
Use label and value filters to analyze data in a pivottable -
Use a slicer to filter data in a pivottable
Add calculated fields to a pivottable
Copy and move a pivottable within a workbook
Configure and customize a pivottable's display and control settings
Fix troubleshooting issues with pivottable
IN THIS COURSE
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1mThis video outlines the key content covered in this Creating and Managing PivotTables in Excel 365 (2024), including creating PivotTables, configuring PivotTables field and labels, and inserting slicers in a PivotTable. FREE ACCESS
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5m 22sA PivotTable can be used to reanalyze data that has been inserted into a table. Excel's PivotTable tool is extremely flexible and can be modified in a variety of different ways to extract previously unseen patterns and trends in your data. This video aligns with the MO-211 Microsoft Excel Expert Exam objective: Create PivotTables. FREE ACCESS
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3. Editing a PivotTable in Excel 3654m 51sExcel's PivotTables are extremely customizable. Learn how to change the different fields that have been added and change the calculations that are performed. Also, discover how to update your PivotTable to ensure that it uses the most recent data from the original table. This video aligns with the MO-211 Microsoft Excel Expert Exam objectives: Modify field selections and options and Configure value field settings. FREE ACCESS
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4. Formatting a PivotTable in Excel 3655m 27sTo improve the appearance of your PivotTable, learn how to change its formatting settings. In Excel, discover how to modify a PivotTable's style, color settings, and even the font that is used for your data values and field names. FREE ACCESS
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5. Using label and value filters in Excel 3654m 7sWhen filtering data, it's possible to choose between label and value filters. Label filters allow you to show and hide data based on the label associated with data values, while value filters can be used to analyze the actual values associated with your table's entries. FREE ACCESS
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6. Inserting a slicer in a PivotTable in Excel 3655m 3sA slicer is a special filter tool offered by Excel. It can be used to adjust the data that is visible in your PivotTable. It can also allow you to quickly identify the data filters that are currently applied. In this video, learn how to work with multiple slicers to gradually filter out the data that is not required for the task at hand. This video aligns with the MO-211 Microsoft Excel Expert Exam objective: Create slicers. FREE ACCESS
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7. Using calculations in a PivotTable in Excel 3653m 53sIn Excel, 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. This video aligns with the MO-211 Microsoft Excel Expert Exam objective: Add calculated fields. FREE ACCESS
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8. Copying and reusing a PivotTable in Excel 3653m 42sIn Excel 365, it's possible to transfer a PivotTable to different locations. In this video, learn how to copy a PivotTable and reuse it elsewhere, apply different fields, summarize and synthesize data. FREE ACCESS
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9. Configuring a PivotTable in Excel 3654m 48sPivotTables are 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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10. Troubleshooting issues with PivotTables in Excel 3654m 55sWhile PivotTables allow creating interactive data analyses to quickly summarize large amounts of data, it won't be able to answer questions about your data effectively if a PivotTable contains errors or problems. In this video, explore how to troubleshoot common PivotTable issues. FREE ACCESS
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