Advanced Excel · Beginner level

Beginner level · Module 4 of 5 · 11 guided hours

PivotTables and PivotCharts

Summarise thousands of rows in seconds with PivotTables, group and calculate within them, and present them with slicers and PivotCharts.

Learning objectives

  • Build PivotTables from Excel tables
  • Group, calculate and show values in different ways
  • Filter interactively with slicers and visualise with PivotCharts

Topics

  • PivotTable fields: rows, columns, values, filters
  • refreshing
  • grouping dates and numbers
  • calculated fields
  • show values as
  • slicers and PivotCharts

Lessons

  1. Lesson 1 Building PivotTables

    Create PivotTables from tables and arrange fields to answer business questions.

    PivotTablefield areasvalue summarisationrefresh

  2. Lesson 2 Grouping and Calculations in PivotTables

    Group dates and numbers, add calculated fields and show values as percentages or running totals.

    groupingcalculated field% of totalrunning total

  3. Lesson 3 Slicers and PivotCharts

    Make summaries interactive with slicers and timelines, and visualise them with PivotCharts.

    slicertimelinereport connectionsPivotChart

Practical activity

Analyse three months of distributor sales with PivotTables: sales by product and branch, monthly trends, share of total and top customers, with slicers.

Expected outcomes

  • Fast, accurate summaries of large data
  • Interactive summaries for managers

Assessment

Practical: answer eight business questions with PivotTables; marked by correct figures and appropriate layouts.

Free taster lesson Summarizing Data with PivotTables Read a free self-study lesson on this topic in the Free Course Library.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.