Excel PivotTable Course Syllabus

Session 1.1 ARRANGING YOUR DATA SET

1.11 Tabular Format 02:17 Beginner – Intermediate
1.12 No gaps 02:14 Beginner – Intermediate
1.13 Formatting 01:17 Beginner – Intermediate
1.14 Tables 02:36 Beginner – Intermediate
1.15 Clean Your Data Set 02:08 Beginner – Intermediate

Session 1.2 CREATING A PIVOT TABLE

1.21 Inserting a Pivot Table 03:12 Beginner – Intermediate
1.22 Field List – Activate, move, resize & layout 01:30 Beginner – Intermediate
1.23 Field List & Areas 05:33 Beginner – Intermediate
1.24 Drill down to audit 01:33 Beginner – Intermediate
1.25 Sort Field List from A to Z 00:35 Beginner – Intermediate
1.26 Double click on any labels to show more Fields 00:43 Beginner – Intermediate
1.27 Defer Layout Update 00:45 Beginner – Intermediate

Session 1.3 OPTIONS > DATA

1.31 Pivot Cache explained 00:54 Beginner – Intermediate
1.32 Refresh 01:11 Beginner – Intermediate
1.33 Refresh All 02:11 Beginner – Intermediate
1.34 Refresh External Data 06:00 Intermediate – Advanced
1.35 Import from Access database 02:18 Intermediate – Advanced
1.36 Change Data Source 03:31 Beginner – Intermediate

Session 1.4 OPTIONS > ACTIONS

1.41 Clear Filters & Clear Pivot 01:08 Beginner – Intermediate
1.42 Select & format 03:26 Beginner – Intermediate
1.43 Move pivot table 00:50 Beginner – Intermediate

Session 1.5 DESIGN > STYLES

1.51 Pivot Table Styles 03:44 Beginner – Intermediate
1.52 Customising a Pivot Table Style 04:14 Intermediate – Advanced
1.53 Use customised style in another workbook 01:17 Beginner – Intermediate

Session 1.6 DESIGN > LAYOUT

1.61 Subtotals 01:00 Beginner – Intermediate
1.62 Grand Totals 00:53 Beginner – Intermediate
1.63 Report Layout 02:43 Beginner – Intermediate
1.64 Blank Row 00:33 Beginner – Intermediate
1.65 Show the Classic Pivot Table Layout 00:58 Beginner – Intermediate

Session 1.7 OPTIONS > SHOW

1.71 Expand & Collapse Buttons 04:48 Beginner – Intermediate
1.72 Move & Remove Fields 02:37 Beginner – Intermediate
1.73 Show/Hide Field List 00:17 Beginner – Intermediate
1.74 Show/Hide Field Headers 00:17 Beginner – Intermediate

Session 1.8 CUSTOMISATION

1.81 Change Count of to Sum of 01:08 Beginner – Intermediate
1.82 Number formatting 01:04 Beginner – Intermediate
1.83 Field name formatting 02:15 Beginner – Intermediate
1.84 Predetermined number formatting 01:21 Beginner – Intermediate
1.85 Change Sum views in label areas 00:42 Beginner – Intermediate

Session 1.9 PIVOTTABLE OPTIONS > LAYOUT & FORMAT

1.91 Indent rows in compact layout 00:05 Beginner – Intermediate
1.92 Change the layout of a report filter 01:18 Beginner – Intermediate
1.93 Format error values 00:54 Beginner – Intermediate
1.94 Format empty cells 01:18 Beginner – Intermediate
1.95 Keep column widths upon refresh 00:47 Beginner – Intermediate
1.96 Automatic Refresh a pivot table 00:46 Beginner – Intermediate
1.97 Printing a pivot table on two pages 01:11 Beginner – Intermediate
1.98 Show report filter on multiple pages 02:13 Beginner – Intermediate

Session 2 VALUE FIELD SETTINGS > SUMMARIZE VALUES BY

2.1 Create multiple subtotals 01:35 Beginner – Intermediate
2.2 Count 02:27 Beginner – Intermediate
2.3 Average 02:04 Beginner – Intermediate
2.4 Maximum 02:00 Beginner – Intermediate
2.5 Minimum 01:22 Beginner – Intermediate
2.6 Product 03:33 Beginner – Intermediate
2.7 Count Numbers 02:04 Beginner – Intermediate
2.8 Std Dev 07:05 Intermediate – Advanced
2.9 Varp 03:57 Intermediate – Advanced
2.10 Show various Grand Totals 02:26 Beginner – Intermediate
2.11 Shortcuts to Field & Value Field Settings 02:01 Beginner – Intermediate
2.12 See all pivot Items 06:00 Intermediate – Advanced
2.13 Show a unique count 02:26 Beginner – Intermediate

Session 3 VALUE FIELD SETTINGS > SHOW VALUES AS

3.1 % of Grand Total 02:11 Beginner – Intermediate
3.2 % of Column Total 02:11 Beginner – Intermediate
3.3 % of Row Total 01:05 Beginner – Intermediate
3.4 % Of 04:01 Beginner – Intermediate
3.5 % of Parent Row Total (NEW IN EXCEL 2010) 03:09 Beginner – Intermediate
3.6 % of Parent Column Total (NEW IN EXCEL 2010) 02:22 Beginner – Intermediate
3.7 % of Parent Total (NEW IN EXCEL 2010) 03:20 Beginner – Intermediate
3.8 Difference From 04:44 Beginner – Intermediate
3.9 % Difference From 04:30 Beginner – Intermediate
3.10 Running Total in 02:12 Beginner – Intermediate
3.11 % Running Total in (NEW IN EXCEL 2010) 03:10 Beginner – Intermediate
3.12 Rank Smallest to Largest (NEW IN EXCEL 2010) 02:14 Beginner – Intermediate
3.13 Rank Largest to Smallest (NEW IN EXCEL 2010) 02:15 Beginner – Intermediate
3.14 Index 03:38 Beginner – Intermediate
3.15 Shortcuts to Show Values As 01:07 Beginner – Intermediate
3.16 ACCOUNTING: % of Revenue Margins 02:28 Beginner – Intermediate
3.17 FINANCIAL: Actual v Plan Variance Report 04:33 Beginner – Intermediate

Session 4 GROUPING

4.1 Group by Date 02:45 Beginner – Intermediate
4.2 Group by Month 01:44 Beginner – Intermediate
4.3 Group by Quarters & Years 01:45 Beginner – Intermediate
4.4 Group by Sales ranges 03:12 Beginner – Intermediate
4.5 Group by Text fields 02:14 Beginner – Intermediate
4.6 Group by Time 01:45 Beginner – Intermediate
4.7 Shortcuts to Grouping 01:35 Beginner – Intermediate
4.8 Grouping by Half Years 01:48 Beginner – Intermediate
4.9 Group by a Date that starts on a Monday 01:58 Beginner – Intermediate
4.10 Grouping by a custom date 01:41 Beginner – Intermediate
4.11 Group by fiscal years & quarters 06:44 Intermediate – Advanced
4.12 Errors when grouping by date 02:50 Beginner – Intermediate
4.13 Group two pivot tables independently 03:46 Beginner – Intermediate
4.14 Fixing the problem of counting grouped sales 00:35 Beginner – Intermediate
4.15 Display dates that have no data 00:49 Beginner – Intermediate
4.16 ACCOUNTING: Quarterly Comparative Report 06:35 Intermediate – Advanced
4.17 FINANCIAL: Min & Max Bank Balance 04:32 Beginner – Intermediate

Session 5 SORT

5.1 Sorting by Largest or Smallest 01:57 Beginner – Intermediate
5.2 Sort an Item Row (Left to Right) 01:21 Beginner – Intermediate
5.3 Sort manually (drag, write, right click) 01:55 Beginner – Intermediate
5.4 Sort using a Custom List 03:22 Beginner – Intermediate
5.5 Override a Custom List sort 01:19 Beginner – Intermediate
5.6 Sort row from A-Z and sales from Z-A 01:14 Beginner – Intermediate
5.7 Sort new items added to your data source 01:12 Beginner – Intermediate
5.8 Clear a sort 00:18 Beginner – Intermediate
5.9 Sort Largest to Smallest Grand Totals 00:16 Beginner – Intermediate

Session 6 FILTER

6.1 Filter by Dates 06:45 Beginner – Intermediate
6.2 Filter by Labels – Text 02:35 Beginner – Intermediate
6.3 Filter by Labels – Numerical Text 02:45 Beginner – Intermediate
6.4 Filter by Values 04:37 Beginner – Intermediate
6.5 Filter by Values – Top or Bottom 10 Items 02:04 Beginner – Intermediate
6.6 Filter by Values – Top or Bottom % 01:41 Beginner – Intermediate
6.7 Filter by Values – Top or Bottom Sum 01:39 Beginner – Intermediate
6.8 Filter by Report Filter 04:14 Beginner – Intermediate
6.9 Shortcuts to filters 01:33 Beginner – Intermediate
6.10 Keep or hide selected items 00:48 Beginner – Intermediate
6.11 Filter by Text wildcards * and ? 03:11 Beginner – Intermediate
6.12 Filter by multiple fields 00:57 Beginner – Intermediate
6.13 Apply multiple filters 01:43 Beginner – Intermediate
6.14 Filter by multiple values 01:05 Beginner – Intermediate
6.15 Include new items in manual filter 01:50 Beginner – Intermediate
6.16 Clear filters with one click 01:32 Beginner – Intermediate
6.17 Add a filter for the column items 00:30 Beginner – Intermediate
6.18 ACCOUNTING: Top 5 Expenses report 02:20 Beginner – Intermediate
6.19 FINANCIAL: Top 25% of Channel Partners 02:08 Beginner – Intermediate

Session 7 SLICERS

7.1 Insert a Slicer 04:12 Beginner – Intermediate
7.2 Slicer Styles 02:21 Beginner – Intermediate
7.3 Creating a custom style 06:19 Intermediate – Advanced
7.4 Copy a custom style into a new workbook 01:32 Beginner – Intermediate
7.5 Slicer Settings 04:46 Beginner – Intermediate
7.6 Slicer Size & Properties 03:03 Beginner – Intermediate
7.7 Slicer Connections for multiple pivot tables 03:18 Beginner – Intermediate
7.8 Different ways to filter a Slicer 01:13 Beginner – Intermediate
7.9 Use one slicer for two pivot tables 01:16 Beginner – Intermediate
7.10 Lock the workbook but not the slicer 01:23 Beginner – Intermediate
7.11 Interactive employee photos with Slicers" FUN" 10:16 Intermediate – Advanced
7.12 ACCOUNTING: Select a Monthly P&L report with a Slicer 04:10 Beginner – Intermediate
7.13 FINANCIAL: Base, Best & Worst case Forecast 05:11 Intermediate – Advanced

Session 8 CALCULATED FIELDS & ITEMS

8.1 Creating a Calculated Field 04:39 Beginner – Intermediate
8.2 Use an existing Calculated Field in a new calculation 02:21 Beginner – Intermediate
8.3 Editing a Calculated Field 01:59 Beginner – Intermediate
8.4 Excel formulas & Calculated Fields 03:03 Beginner – Intermediate
8.5 Creating a Calculated Item 04:18 Beginner – Intermediate
8.6 Use an existing Calculated Item in a new calculation 01:37 Beginner – Intermediate
8.7 Editing a Calculated Item 02:20 Beginner – Intermediate
8.8 Excel formulas & Calculated Items 01:48 Beginner – Intermediate
8.9 Calculated Item on Column Labels 02:21 Beginner – Intermediate
8.10 Shortcomings of Calculated Items 01:48 Beginner – Intermediate
8.11 Solve Order for Calculated Items 04:23 Intermediate – Advanced
8.12 List Calculated Field & Item formulas 01:04 Beginner – Intermediate
8.13 Remove a Calculated Field temporarily 00:51 Beginner – Intermediate
8.14 Order of operations 01:48 Beginner – Intermediate
8.15 ACCOUNTING: Creating a P&L Pivot Table Report 08:15 Intermediate – Advanced
8.16 FINANCIAL: Actuals v Plan with Calculated Fields 06:26 Beginner – Intermediate

Session 9 PIVOT CHARTS

9.1 Insert a Pivot Chart 03:18 Beginner – Intermediate
9.2 Insert a Slicer with a Pivot Chart 01:50 Beginner – Intermediate
9.3 Pivot Chart Designs 03:49 Beginner – Intermediate
9.4 Pivot Chart Layouts 04:59 Beginner – Intermediate
9.5 Pivot Chart Formats 05:50 Beginner – Intermediate
9.6 Limitations of Pivot Charts & workarounds 01:54 Beginner – Intermediate
9.7 Saving a pivot chart template 01:26 Beginner – Intermediate
9.8 Shortcuts to formatting a Pivot Chart 01:15 Beginner – Intermediate
9.9 Link chart title to a pivot cell 00:55 Beginner – Intermediate
9.10 Copying a second chart 00:41 Beginner – Intermediate
9.11 Put a chart on a separate page with F11 00:27 Beginner – Intermediate
9.12 Insert Pivot Chart straight from the data source 00:49 Beginner – Intermediate
9.13 Paste Pivot Chart to your email as a picture 01:02 Beginner – Intermediate
9.14 Paste Pivot Chart to PowerPoint & make live updates 01:26 Beginner – Intermediate
9.15 Printing a Pivot Chart 01:18 Beginner – Intermediate
9.16 Include a Sparkline with your pivot table 01:14 Beginner – Intermediate
9.17 Charts Do´s & Don’ts 02:51 Beginner – Intermediate
9.18 Change Chart Type with Slicers" FUN""" 08:28 Intermediate – Advanced
9.19 Workaround to creating an interactive Scatter graph 02:17 Beginner – Intermediate
9.20 ACCOUNTING: P&L Pivot Table report with Graphs 08:18 Intermediate – Advanced
9.21 FINANCIAL: Pivot Table Slicer & Chart Dashboard 15:45 Intermediate – Advanced

Session 10 CONDITIONAL FORMATTING PIVOTTABLES

10.1 Intro to conditional formatting 02:33 Beginner – Intermediate
10.2 Highlight Cell Rules based on values 01:18 Beginner – Intermediate
10.3 Highlight Cell Rules based on text labels 00:44 Beginner – Intermediate
10.4 Highlight Cell Rules based on date labels 01:13 Beginner – Intermediate
10.5 Top & Bottom Rules 03:23 Beginner – Intermediate
10.6 Data Bars, Colour Scales & Icon Sets 05:49 Beginner – Intermediate
10.7 Format only cells that contain – For Bonuses 01:39 Beginner – Intermediate
10.8 Format only Top or Bottom ranked values – Top 3 sales per year 01:30 Beginner – Intermediate
10.9 Format values that are above or below the average – For Promotions 01:36 Beginner – Intermediate
10.10 Use a formula to determine which cells to format 02:33 Beginner – Intermediate
10.11 Use selected cells to format multiple fields 01:30 Beginner – Intermediate
10.12 All cells showing values to format multiple fields 01:30 Beginner – Intermediate
10.13 Control Conditional Formatting with Slicers 02:52 Intermediate – Advanced
10.14 Show text in the Pivot Table Values area 04:42 Intermediate – Advanced
10.15 Cond Format blank cells or cells 01:04 Beginner – Intermediate
10.16 ACCOUNTING: Accounts Receivable Ageing Report Matrix 06:08 Intermediate – Advanced
10.17 FINANCIAL: Conditionally Format your sales results 03:24 Beginner – Intermediate

Session 11 GETPIVOTDATA Function

11.1 Intro to GETPIVOTDATA 04:59 Beginner – Intermediate
11.2 Create a custom report with GETPIVOTDATA 05:15 Intermediate – Advanced
11.3 Reference Dates with GETPIVOTDATA 03:12 Beginner – Intermediate
11.4 Data validation with GETPIVOTDATA 02:45 Beginner – Intermediate
11.5 Shortfalls of GETPIVOTDATA 01:38 Beginner – Intermediate
11.6 Grand Totals to the left of the pivot table 03:11 Intermediate – Advanced
11.7 ACCOUNTING: Live forecasting with GETPIVOTDATA 07:14 Intermediate – Advanced
11.8 FINANCIAL: Channel Analysis with GETPIVOTDATA 05:20 Intermediate – Advanced

Session 12 MACROS

12.1 Adding the Developer tab & disabling macros 02:31 Beginner – Intermediate
12.2 Record a simple macro to Refresh a pivot table 04:18 Intermediate – Advanced
12.3 Date filter macro 04:26 Intermediate – Advanced
12.4 Different pivot table views macro 04:33 Intermediate – Advanced
12.5 Top 10 macro 03:26 Beginner – Intermediate
12.6 Add macro to quick access toolbar 01:10 Beginner – Intermediate

Session 13 DATA MANAGEMENT

13.1 Reducing file memory by copying existing pivot table 00:50 Beginner – Intermediate
13.2 Reducing file memory by deleting the data source 01:36 Beginner – Intermediate
13.3 Reducing file memory by saving file as Excel Binary Workbook 00:47 Beginner – Intermediate
13.4 Reducing file memory by keeping data source in MS Access 02:02 Beginner – Intermediate
13.5 Compatibility Issues with Excel 2007 and Excel 2010 01:05 Beginner – Intermediate
13.6 Sharing a Pivot Table via OneDrive 02:39 Beginner – Intermediate

Session 14 BONUS VIDEOS

14.1 Sales Forecasting with Calculated Fields 04:11 Beginner – Intermediate
14.2 Consolidate with a Pivot Table 03:14 Beginner – Intermediate
14.3 Frequency distribution with a Pivot Table 02:06 Beginner – Intermediate
14.4 Break Even Model 02:55 Beginner – Intermediate
14.5 Several slicer custom styles for you to use 01:53 Beginner – Intermediate
14.6 Interactive Balance Sheet Pivot Table 12:11 Intermediate – Advanced
14.7 Monthly Sales Manager Performance Report 04:25 Intermediate – Advanced
14.8 Reconciling Customer Payments 04:00 Beginner – Intermediate

Session 15 - NEW EXCEL 2013 PIVOT TABLE FEATURES

15.1 Cosmetic Changes in the Pivot Table Tools Ribbon Menu 02:02 Beginner – Intermediate
15.2 Recommended Pivot Tables 01:55 Beginner – Intermediate
15.3 Distinct Count 01:47 Beginner – Intermediate
15.4 Timeline Slicers 04:12 Beginner – Intermediate
15.5 Data Models 06:55 Intermediate - Advanced

Session 16 - NEW EXCEL 2016 PIVOT TABLE FEATURES

16.1 Group Periods 01:43 Beginner – Intermediate
16.2 Multi-Select Slicer Items 00:30 Beginner – Intermediate
16.3 Pivot Chart - Expand and Collapse Fields 01:08 Beginner – Intermediate
16.4 3D Maps 01:42 Beginner – Intermediate

Session 17 - NEW EXCEL 2019 PIVOT TABLE FEATURES

17.1 Which Excel Version 01:49 Beginner – Intermediate
17.2 Personalize the Default PivotTable Layout 05:27 Beginner – Intermediate
17.3 Automatic Relationship Detection 05:35 Intermediate - Advanced
17.4 Automatic Time Grouping 02:50 Beginner – Intermediate
17.5 Search in the PivotTable 01:22 Beginner – Intermediate