Pivot Table Fundamentals
- What is a Pivot Table?
- When and Why to use a Pivot Table
- Pivot Table anatomy
Row area
Data area
Column area
Page area
Pivot Table cache
- The PivotTable Toolbar
- Pivot Table limitations
Creating a Pivot Table
- Preparing Data
Guidelines for Good Data Source Design
- Tabular layout
- Headings
- Practices to avoid
- Formatting fields
- Cleaning up messy source data
- Introduction to the Pivot Table Wizard
Pivot Table location considerations
- New worksheet
- Existing worksheet
Existing worksheetPivot Table Layout Dialog Box
- Adding Fields to the Pivot Table
- Rearranging the Pivot Table
- Managing Changes and Additions to Source Data
Changes to Cells only
New Rows or Columns
- Copying and Deleting Pivot Tables
Customizing Fields in a Pivot Table
- Using the Pivot Table Field Dialog Box
For Row and Column Fieldss
For Page Fields
For Data Fields
- Customizing Field Names
- Formatting Data Fields
- Count, Sum and Other Summary Calculations
- Adding and Removing Subtotals
- Using Running Totals
Formatting a Pivot Table
- Using AutoFormat
- Custom Formatting
- Setting Table Options
Grand Totals
Merged Labels
Preserve Formatting
Repeat Item Labels
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Controlling What’s Viewed in a Pivot Table
- Using the Show and Hide Options
Row Fields
Column Fields
Items without Data
Page Fields
Data Fields
- Sorting in a Pivot Table
AutoSort and AutoShow
Manual Sort
Standard Toolbar Sort
- Grouping Data
Grouping Date Fields
Grouping Numeric Fields
Grouping Text Fields
Ungrouping
- Using Drill-down to View Detail Data
- Using Pages to View Data Subsets
Using Calculations in a Pivot Table
- Distinguish Calculation Fields and Calculation Items
- Using Multiple Methods to Create Calculation Fields and Items
- Rules for Pivot Table Calculations
- Managing Pivot Table Calculations
Using Disparate Data Sources in a Pivot Table
- Working with Multiple Ranges of Data
Anatomy of a Multiple Consolidation Range Pivot Table
Creating a Pivot Table from another Pivot Table
- Working with External Data Sources
Using the Pivot Table Wizard to get External Data
Getting External Data without the Pivot Table Wizard
Creating Dynamic Pivot Tables
Creating and Using Pivot Charts
- What is a Pivot Chart?
- Creating a Pivot Chart
- Rules and Limitations of Pivot Charts
- Alternatives to Pivot Charts
Class Wrap-up
- Quick Highlights
- Recap Questions and Answers
- Additional Resources
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