Excel Pivot Tables course PART 2/3

Take control of the pivot table, or pivot

What you will learn

How to efficiently analyze data in Excel

How to prepare data for work with a pivot table

How to filter data

How to create dashboards with the use of pivot tables


With a pivot table, or colloquially “pivot”. It is a mechanism with which you can quickly create automated, interactive, functional reports in Excel and design them graphically in a dashboard. Since there are millions of “pivots” in the world every day since 1994, I believe pivot table is the most important functionality of Excel and the best data analysis tool ever.

7 benefits of pivot tables


It will take you a few seconds to insert and analyze the data in a PivotTable


Changing the layout of a PivotTable is just a few clicks away

Ease of use

every user understands the mechanism of action


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a pivot table is the easiest way to get automatic reports


Thanks to slicers, you can easily add data filtering to the report

Data visualization

the pivot chart is your new friend

Binding to Power Query and Power Pivot

You can insert the report directly on the data, but you will achieve even better results by inserting a PivotTable on a Power Query query or a data model designed in Power Pivot.

To make it easier for you to learn about this functionality, I have prepared a free course in which I describe the pivot table mechanism from A to Z. The course consists only of practical exercises in which I share my many years of experience in working with a pivot table and show various tricks. Thanks to it, you will quickly learn to work with a pivot table and learn about the possibilities of creating dashboards with their use.



Filtering a PivotTable

5.1.Shelf filters
5.2.Row and column filter – text, date, number
5.3.Value filter and TOP N filter
5.4.Generate report pages
5.7.Slicer after weeks – independent exercise


6.1.Column chart
6.2.Line graph
6.3.Combo chart and other charts
6.4.Combo chart – independent exercise

Show values ​​as

7.1.% Share of total
7.2.% Share on the line
7.3.% Share of the parent
7.4.% Change compared to the previous year
7.5.Running sum
7.6.Show values ​​as – independent exercise

Calculated field

8.1.Calculated field – multiplication
8.2.Calculated field – division
8.3.Rounding and list of formulas
8.4.IF formula – Individual exercise

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