The Ultimate Excel Pivot Table Course

Packt via Coursera

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Go to class

Provider

Coursera
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Effort

10 weeks, 1 hour a week
Sessions

Self-Paced
Level

Beginner
Subtitles

English

Found in

Overview

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Dive into the world of Pivot Tables and master Excel's most powerful tool for data analysis. This course covers everything from basic setup and filtering to advanced charting and data visualization. Ideal for professionals looking to boost their analytical capabilities and streamline decision-making. This course is designed to equip professionals with an in-depth understanding of Pivot Tables in Excel, one of the most powerful tools for data analysis. Starting with the basics, learners will gain a strong foundation in creating and organizing Pivot Tables, including sorting, filtering, and aggregating data. As the course progresses, participants will explore more advanced features like calculated fields, custom number formatting, and applying slicers and timelines for dynamic reports. Learners will also master Pivot Chart creation and formatting to visually represent data insights, enhancing their ability to communicate findings effectively. Practical examples throughout the course illustrate how to work with large datasets, link multiple tables, and build custom Pivot Table layouts for professional reports. By the end of the course, learners will be able to create highly sophisticated Pivot Tables, automate data analysis processes, and integrate Pivot Tables with other tools such as Power Query and CoPilot. This comprehensive training will prepare students to use Excel as a powerful data analysis tool in their everyday work, whether for personal use or in a professional setting, unlocking the potential of data-driven decision-making. Business analysts, data analysts, financial professionals, project managers, and anyone who wants to unlock the full potential of Excel for data analysis. Basic understanding of Excel functions and general familiarity with Excel interface. No prior experience with Pivot Tables is required. The course takes a hands-on, step-by-step approach to teach Pivot Tables in Excel. Through video tutorials and exercises, learners will gain practical experience by working with real-world datasets. Each section is designed to build upon the last, helping students progressively master new features and concepts. This course is based on The Ultimate Excel Pivot Table Course, by Assemble You Limited. This course is licensed and distributed by Packt. All rights reserved. Packt is one of the world's most prolific publishers of cutting-edge technical content. For over two decades we've made it our mission to curate and publish the knowledge of only the very best technical experts. We focus on real-world courses that help our customers get the job done, with coverage that extends across a wide range of established and cutting-edge technical topics. If you're an individual or an organisation that embraces learning by doing, Packt is the perfect fit for you.

Syllabus

Introduction to Pivot Tables
- This module introduces learners to the fundamentals of pivot tables, including their purpose, data preparation techniques, and practical application through hands-on exercises. It provides a solid foundation for analyzing and summarizing data efficiently in Excel.
Creating and Customizing Basic Pivot Tables
- This module provides a comprehensive introduction to creating and customizing basic pivot tables. Learners will gain hands-on experience with rearranging fields, managing data summaries, and applying aggregation techniques to enhance data analysis. The content emphasizes practical skills for effective data interpretation and manipulation.
Sorting, Filtering, and Grouping Data
- This module teaches learners how to efficiently sort, filter, and group data in pivot tables, enhancing their ability to analyze and present information effectively in Excel. It covers both basic and advanced techniques, including custom lists, date grouping, and the use of slicers and timelines for dynamic data visualization. Learners will gain practical skills to refine and organize data for better decision-making.
Advanced Formatting and Layouts
- This module teaches advanced techniques for formatting and customizing pivot tables, including number formats, headers, layouts, and styles. Learners will gain skills in improving data presentation, maintaining consistency, and using tools like slicers and conditional formatting for more dynamic and professional reports.
Using Calculated Fields and Items
- This module teaches how to enhance pivot table analysis by using calculated fields and items, manipulating order list items, and applying advanced value display options. Learners will gain practical skills in Excel data manipulation and complex calculation techniques.
Working with Multiple Tables and Power Query
- This module covers techniques for importing, linking, and combining data from multiple tables using Power Query and Excel. Learners will gain skills in creating dynamic data models, appending tables, and connecting to folders for efficient data analysis.
Data Visualization with Pivot Charts
- This module covers the fundamentals of creating and customizing pivot charts in Excel, including formatting, troubleshooting, and using advanced features like filled map charts and slicers. Learners will gain practical skills to effectively visualize and analyze data for better decision-making.
Advanced Pivot Table Functions
- This module covers advanced techniques for working with pivot tables in Excel, including using the GETPIVOTDATA function, highlighting key values, and applying advanced grouping methods like GroupBy and PivotBy. Learners will gain hands-on experience through exercises and knowledge checks to improve their ability to create dynamic and insightful reports.
Quick Analysis and CoPilot Integration
- This module teaches learners how to efficiently analyze data using Quick Analysis tools and leverage CoPilot's AI capabilities to create and format pivot tables. It also includes a hands-on exercise to reinforce these skills and a knowledge check to ensure understanding of key data visualization techniques.
Next Steps: Dashboards and Course Conclusion
- This module guides learners through the process of creating interactive dashboards using pivot tables and concludes with a review of key concepts and next steps for continued Excel development. It emphasizes visual data analysis, best practices, and practical application of dashboard design principles.