Excel Pivot Table: How to Tame the Excel Beast (Video) (Course Id 1785)

Computer Software & Applications - Computer Software & Applications for Course Id 1785

The course is presented in four parts.

First, the course illustrates where does pivot table stand in the Excel Techniques, and brings up the topic of when to and when NOT to use a pivot table.

Second, we use a business case to compare ways of reporting on huge data – Formulas vs. Pivot Tables, and point out the pros and cons of Pivot Tables:

• No complex formulas needed
• Easy to drag and drop
• Drag away to remove
• Double click to drill down to details

Third, the course illustrates 6 basic and 6 intermediate maneuvers to tame the Pivot Table beast!

Last, the course explores best practices in building a pivot table. They include:

• Do set up Data List as Data Table
• Do put multiple pivot tables in multiple tabs
• Do protect sensitive info such as Salary details
• Do set up “auto refresh” of Pivot Tables

Please Note: This course’s author is working on the providing transcripts, PDFs, and slides where applicable. Unfortunately until then we will not be able to offer them with the course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any question using the support bubble on the bottom right of all pages on our site. 

Video - NASBA QAS - NASBA Registry - 1785

Course Learning Objectives

• Recognize the differences between using formulas and using pivot tables in Excel reporting
• Understand the pros and cons of pivot tables
• Discover 6 basic skills of taming a pivot table
• Explore 6 intermediate skills of taming a pivot table
• Understand 6 best practices in building pivot tables

Chapter 1 - Excel Pivot Table: How to Tame the Excel Beast

Section 1: Introduction

Lecture 1: Introduction

Lecture 2: RECAP of Prior Excel Course: Top 5 Excel Skills

Lecture 3: Hierarchy of Excel Techniques

Lecture 4: Instructor

Lecture 5: How this course is compared with �other similar courses�?

Lecture 6: What you will get from this course?

 Section 2: Pivot Tables (Gen 3) vs. Formulas (Gen 2)

Lecture 7: Excel Reporting Challenges � How to report�

Lecture 8: Pivot Table comes to the rescue�

Section 3: Basic Taming Maneuvers

Lecture 9: How to remove �Row Labels� or �Column Labels�?

Lecture 10: How to sort the Total Revenue columns: select �Row Labels�!

Lecture 11: How to format numbers in 1 go?

Lecture 12: How to show Subtotals at the top or bottom?

Lecture 13: How to fix changing column width?

Lecture 14: How to solve �PivotTable field name already exists�?

Section 4: Intermediate Taming Maneuvers

Lecture 15: How to show % of Grand Total?

Lecture 16: How to insert a blank row?

Lecture 17: How to add customized formulas?

Lecture 18: How to group/ungroup rows or columns?

Lecture 19: How to expand/collapse groups?

Lecture 20: Why does it Count instead of Sum?

Section 5: Best Practices of Pivot Table

Lecture 21: Pivot Table Best Practice (No. 1)

Lecture 22: Pivot Table Best Practice (No. 2)

Lecture 23: Pivot Table Best Practice (No. 3)

Lecture 24: Pivot Table Best Practice (No. 4)

Lecture 25: Pivot Table Best Practice (No. 5)

Lecture 26: Pivot Table Best Practice (No. 6)

Section 6: Conclusion

Lecture 27: Takeaways

Lecture 28: Next Course and Q&A

Chapter 1 Review Questions

Glossary