Discover how PivotTables can make tasks easier and how they can be useful in analyzing data. In this workshop, you will learn how to create, format, and modify PivotTables, perform various summary techniques when displaying data, and create pivot charts. This workshop will also explore more advanced techniques such as grouping items in PivotTables, creating calculated fields, and using the slicer tools.
- Create, modify, and format PivotTables
- Use summary functions and customized calculations
- Group numbers and dates
- Create filters and slicers
- Search a PivotTable field list
- Link and update PivotTables
- Create pivot charts
- Navigate an Excel spreadsheet
- Create basic formulas
- Sort and filter data
- Work with tables
- Manage named ranges
For a more in-depth look at the content of Excel: Analyzing Data with PivotTables, view the title contents below.
Important note for participants not affiliated with IU
- This course contains training material only.
- Participants who are not affiliated with Indiana University will need your own access to installed and licensed software, according to the training topic. This will allow you to follow along and participate in the hands-on exercises.
- If you do not have access to the needed software, you can still enroll in the online course and read the course content.
More information about this course
This online course is free to everyone and available for enrollment through IU Expand.
This course consists of a series of short lessons, examples, demonstrations, practice quizzes, and hands-on exercises.
To complete the course content, you will need:
- a web browser and internet access to use the course material on IU Expand.
- a copy of the software relevant to the training installed on your computer.
Expand the accordion folds to see a detailed description of the content.
Explore the contents of Excel: Analyzing Data with PivotTables:
Open a file in Excel and begin to learn about PivotTables.
Review how to create an Excel table.
Explore how to create and work with a PivotTable.
Explore how to filter and format a PivotTable, view the hidden details behind data, and work with built-in calculations.
Use a PivotTable to create a frequency distribution and then group the values.
Create and filter a PivotChart.
Use Excel's search feature to add fields to the PivotTable.
Explore ways to make your PivotTable more understandable, including renaming and rearranging fields and pivoting rows and columns.
See how to add a total field and an average field to a PivotTable.
Continue building the PivotTable by adding the Max and Min fields.
Use filters to view specific data in the PivotTable.
Explore how to use the Slicer tool to filter data.
See various ways to sort and group data, including by date, across PivotTables, and over multiple levels.
Use conditional formatting to highlight values that meet specific criteria.
Utilize the Recommended PivotTable feature to create a PivotTable. Then format and copy the PivotTable and use the Difference From calculation to compare data.
Create and format a PivotTable.
Create a calculated field.
Create a dynamic link between worksheets and explore what happens when the source data is changed.