Excel Pivot Tables Crash Course

Presented by:Andy Lanning

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Excel 2016 Pivot Tables Crash Course

Today’s Topics1. Pivot Table – Getting Started

• Intro to the Data set• Pivot Tables – 3 ways to get there!

2. Start the Process• Intro to the Pivot Dialog Box• Intro to the Pivot Ribbon and Field List

3. Build the Pivot Table• Drag and Drop fields inside the Field List

4. Format the numbers inside a Pivot Table• Summarize and Format the numbers• Format the Headers and apply color to the Pivot

5. Advanced Features• Calculated Field• Group by Dates• Group by Ranges• Drill down to Details

6. Slicers and Timelines

7. Housekeeping Tips• Pivot Options• Refreshing Data• Source Data

Please view the ClearLaw webinar:

“Excel Productivity Tips and Tricks”For a more thorough explanation of these Super Secrets!

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Pivot Tables1. Getting Started• Intro to the Data set

• Is your data ready for the Pivot Table?

• Insert a Pivot Table – 3 ways to get there!

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Pivot Tables1. Getting Started• Intro to the Data set

• Is your data ready for the Pivot Table?

• Insert a Pivot Table – 3 ways to get there!Clip 2, 1:28

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Today’s Topics1. Pivot Table – Getting Started

• Intro to the Data set• Pivot Tables – 3 ways to get there!

2. Start the Process• Intro to the Pivot Dialog Box• Intro to the Pivot Ribbon and Field List

3. Build the Pivot Table• Drag and Drop fields inside the Field List

4. Format the numbers inside a Pivot Table• Summarize and Format the numbers• Format the Headers and apply color to the Pivot

5. Advanced Features• Calculated Field• Group by Dates• Group by Ranges• Drill down to Details

6. Slicers and Timelines

7. Housekeeping Tips• Pivot Options• Refreshing Data• Source Data

Pivot Tables2. Start the Process• Intro to the

Pivot Dialog Boxnext screen, larger view

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Pivot Tables2. Start the Process• Intro to the Pivot Ribbon and Field List

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Clip 3, 1:49

Today’s Topics1. Pivot Table – Getting Started

• Intro to the Data set• Pivot Tables – 3 ways to get there!

2. Start the Process• Intro to the Pivot Dialog Box• Intro to the Pivot Ribbon and Field List

3. Build the Pivot Table• Drag and Drop fields inside the Field List

4. Format the numbers inside a Pivot Table• Summarize and Format the numbers• Format the Headers and apply color to the Pivot

5. Advanced Features• Calculated Field• Group by Dates• Group by Ranges• Drill down to Details

6. Slicers and Timelines

7. Housekeeping Tips• Pivot Options• Refreshing Data• Source Data

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3. Build the Pivot Table

• Drag and Drop Field Headers into the Field Boxes

• This is where “Pivot” gets its name

• Drag. Drop. Remove. Add multiple fields. Drag again. Etc. etc. etc.

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Clip 4, 2:05

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Today’s Topics1. Pivot Table – Getting Started

• Intro to the Data set• Pivot Tables – 3 ways to get there!

2. Start the Process• Intro to the Pivot Dialog Box• Intro to the Pivot Ribbon and Field List

3. Build the Pivot Table• Drag and Drop fields inside the Field List

4. Format the numbers inside a Pivot Table• Summarize and Format the numbers• Format the Headers and apply color to the Pivot

5. Advanced Features• Calculated Field• Group by Dates• Group by Ranges• Drill down to Details

6. Slicers and Timelines

7. Housekeeping Tips• Pivot Options• Refreshing Data• Source Data

4. Format and Summarize the NumbersBefore: After:

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4. Format the Pivot Headers and LayoutBefore: After:

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Clip 6, 2:47

Today’s Topics1. Pivot Table – Getting Started

• Intro to the Data set• Pivot Tables – 3 ways to get there!

2. Start the Process• Intro to the Pivot Dialog Box• Intro to the Pivot Ribbon and Field List

3. Build the Pivot Table• Drag and Drop fields inside the Field List

4. Format the numbers inside a Pivot Table• Summarize and Format the numbers• Format the Headers and apply color to the Pivot

5. Advanced Features• Calculated Field• Group by Dates• Group by Ranges• Drill down to Details

6. Slicers and Timelines

7. Housekeeping Tips• Pivot Options• Refreshing Data• Source Data

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5. Add a Calculated FieldBefore: After:

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5. Group by DatesBefore: After:

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Clip 8, 2:03

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5. Group by RangesBefore: After:

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5. Drill Down to Details

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Today’s Topics1. Pivot Table – Getting Started

• Intro to the Data set• Pivot Tables – 3 ways to get there!

2. Start the Process• Intro to the Pivot Dialog Box• Intro to the Pivot Ribbon and Field List

3. Build the Pivot Table• Drag and Drop fields inside the Field List

4. Format the numbers inside a Pivot Table• Summarize and Format the numbers• Format the Headers and apply color to the Pivot

5. Advanced Features• Calculated Field• Group by Dates• Group by Ranges• Drill down to Details

6. Slicers and Timelines

7. Housekeeping Tips• Pivot Options• Refreshing Data• Source Data

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6. Slicers and Timelines(clickable filter buttons)

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Clip 11, 4:18

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Slicers (clickable filter buttons)

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Clip 12, 2:45

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Today’s Topics1. Pivot Table – Getting Started

• Intro to the Data set• Pivot Tables – 3 ways to get there!

2. Start the Process• Intro to the Pivot Dialog Box• Intro to the Pivot Ribbon and Field List

3. Build the Pivot Table• Drag and Drop fields inside the Field List

4. Format the numbers inside a Pivot Table• Summarize and Format the numbers• Format the Headers and apply color to the Pivot

5. Advanced Features• Calculated Field• Group by Dates• Group by Ranges• Drill down to Details

6. Slicers and Timelines

7. Housekeeping Tips• Pivot Options• Refreshing Data• Source Data

7. Housekeeping Tips

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Clip 13, 3:03

Coaching Others about Slicers

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Pivot Tables2 more Housekeeping Tips• Refresh Data

• Is your data ready for the Pivot Table?

• Source Data

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Happy Clicking!

by Andy Lanning, Computer Software Training, LLC

www.ComputerSuperSecrets.com www.ClickHappyComputerSkills.com

©2018 All Rights Reserved