Excel Pivot Tables & Dashboards
Turn a giant export into a dashboard your boss can click
About this course
This course teaches anyone who lives in spreadsheets to replace hand-built summary tables and manual chart edits with PivotTables that summarize thousands of rows in seconds and update themselves. You will format source data as an Excel Table so new rows flow in automatically, drag fields into Rows, Columns, Values, and Filters, change summary functions and Show Values As to get counts, averages, running totals, and percent of total, group dates into months and quarters and numbers into ranges, add calculated fields for margin and average order value, and wire PivotCharts, slicers, and timelines into a dashboard with one Refresh All. Each lesson works from a concrete orders export and explains the gotchas, blanks, GETPIVOTDATA, and refresh traps so your reports stay trustworthy.
Curriculum
Module 1: From Raw Export to Your First PivotTable
- Shaping Data So a PivotTable Will WorkPreview
- Inserting a PivotTable and the Four Drop Zones🔒
- Layout, Sorting, and Number Formatting🔒
Module 2: Summarizing, Grouping, and Percentages
- Changing the Summary: Sum, Count, Average, and More🔒
- Grouping Dates and Numbers into Buckets🔒
- Show Values As: Percentages, Running Totals, and Rank🔒
Module 3: PivotCharts, Slicers, and Timelines
- Building PivotCharts That Move With the Data🔒
- Slicers: Click-to-Filter Buttons🔒
- Timelines and Multi-Control Filtering🔒
Module 4: Assembling and Maintaining a Dashboard
- Laying Out a One-Screen Dashboard🔒
- Refreshing and Keeping Data Current🔒
- Troubleshooting and a Reusable Workflow🔒