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LinkedIn Learning

Excel: PivotTables for Beginners

via LinkedIn Learning

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Learn PivotTables from scratch with Excel expert Deb Ashby—covering setup, slicers, formatting, date grouping, data refresh, and AI-powered PivotTables with Microsoft 365 Copilot.

Syllabus

Introduction
  • Getting started with Excel PivotTables
1. Basic PivotTable Concepts
  • PivotTables: Key concepts and benefits
  • Prepare your data for analysis using Power Query
  • Prepare your data for analysis using Copilot
  • Challenge: Clean and structure a raw dataset
  • Solution: Clean and structure a raw dataset
2. Building a Basic PivotTable
  • Create a PivotTable and pivot the fields
  • PivotTable aggregation: Sum, Count, Average, and more
  • Format PivotTable values: Currency, percentage, and more
  • Customize the PivotTable report layout
  • Add slicers to filter PivotTable data
  • Group dates in a PivotTable (days, months, quarters, years)
  • Refresh a PivotTable after data changes
  • Use Copilot to generate and analyze PivotTables
  • Challenge: Build a sales summary PivotTable
  • Solution: Build a sales summary PivotTable
Conclusion
  • PivotTables: Next steps and further learning

Taught by

Dave Ludwig

Reviews

4.8 rating at LinkedIn Learning based on 340 ratings

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