Using PivotTables and PivotCharts in Excel 365 (2024)
Excel 365 (2024)
| Expert
- 11 videos | 51m 7s
- Includes Assessment
- Earns a Badge
- CPE
PivotTables and PivotCharts are useful tools to enhance Excel 365's data analysis capabilities. In this course, discover the different techniques to manipulate data in a PivotTable and create an insightful PivotChart to visualize data. First, discover how to sort and filter data within PivotTables to concentrate on pertinent information, and to group data to uncover trends and summarize complex datasets. To filter data by time periods, learn how to insert and work with a Timeline. Next, analyze data within PivotTables by comparing values and extracting significant insights. Similarly, learn how to manage PivotTables connected to multiple data sources, enabling the transformation of extensive databases into concise reports. In addition to data analysis, discover how to work with PivotCharts, a dynamic visual tool to represent PivotTable data effectively. For instance, learn how to customize and modify PivotCharts to ensure data visualization aligns with presentation objectives. 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 the using pivottables and pivotcharts in excel 365 (2024) course
Use sort and filter tools to change the display of data in a pivottable
Use group tools to sort and analyze related data in a pivottable
Customize the behavior and appearance of a slicer
Use a pivottable to find trends and drill into data
Use the value tools to summarize data and compare calculations -
Use the data model to work with data from multiple tables
Import existing database tables into the data model and use them in a pivottable
Visualize data from a pivottable in a pivotchart
Manipulate options and drill down data in a pivotchart
Customize and format a pivotchart
IN THIS COURSE
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1mThis video outlines the key content covered in this Using PivotTables and PivotCharts in Excel 365 (2024), including analyzing data, working with multiple tables, and inserting PivotCharts. FREE ACCESS
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5m 2sPivotTables in Excel 365 can be used to sort and filter the data values being analyzed. Discover how to sort and filter data depending on the dataset. For instance, sort data by column and row labels in either ascending or descending order. Regarding filtering, learn how to add fields to the Filter area to further refine the analysis. FREE ACCESS
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3. Grouping data in a PivotTable in Excel 3654m 55sAnother useful way of sorting and organizing your data in your Excel PivotTable is to create data groups. For example, group your data by month, year or category. Also, learn how to choose to temporarily hide data that is not required, helping you to concentrate on what matters in your table. This video aligns with the MO-211 Microsoft Excel Expert Exam objective: Group PivotTable data. FREE ACCESS
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4. Using the Timeline in Excel 3654m 43sThe Timeline tool is a great way of working with dates in a PivotTable. It's dynamic, and like a slicer, gives a clear visual of how you are working with your data and what will be displayed. FREE ACCESS
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5. Analyzing data in a PivotTable in Excel 3655m 38sOnce the creation of a PivotTable and the addition of fields are understood, data analysis and trend identification can begin. Discover how to organize fields appropriately, add levels of detail to drill into data, and insert multiple value fields in a single table. FREE ACCESS
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6. Comparing values in a PivotTable in Excel 3655m 42sIn Excel 365, learn how to adjust the display of the values in a PivotTable by changing the summary calculation or applying a comparison. When comparing values and totals, PivotTables can display data ranked, as a percentage, or as a difference. FREE ACCESS
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7. Working with multiple PivotTable sources in Excel 3655m 17sTo work with data from different tables, it is necessary to add them to the Data Model in the workbook. Once this is done, it is important to know how to create, edit, and manage relationships between fields to ensure the data values work together effectively. FREE ACCESS
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8. Analyzing databases in a PivotTable in Excel 3655m 9sIn Excel 365, data can be pulled in from external sources, such as an Access database, for analysis in a PivotTable. This approach allows for the reuse of data and takes advantage of field relationships that already exist in the database. FREE ACCESS
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9. Inserting a PivotChart in Excel 3654m 32sData that has been organized into a PivotTable can be presented more visually in a PivotChart. You can create a PivotChart from scratch, or convert data already in a PivotTable. Once the PivotChart has been created, you can manipulate data using the PivotChart and PivotTable controls. This video aligns with the MO-211 Microsoft Excel Expert Exam objective: Create PivotCharts. FREE ACCESS
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10. Working with a PivotChart in Excel 3654m 31sA PivotChart allows users to easily manipulate and delve into data, enabling the discovery of detailed trends and insights by adjusting filters and fields within the chart. In this video, learn how to use fields to filter data and show details. This video aligns with the MO-211 Microsoft Excel Expert Exam objectives: Manipulate options in existing PivotCharts and Drill down into PivotChart details. FREE ACCESS
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11. Modifying your PivotChart in Excel 3654m 37sAll the standard Excel chart tools can be used to modify and format your PivotChart. You can change the chart type without recreating the PivotTable, apply different chart styles and layouts, and customize individual chart elements with the formatting tools. This video aligns with the MO-211 Microsoft Excel Expert Exam objective: Apply styles to PivotCharts. FREE ACCESS
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