Excel Pivot Tables Course

Pivot tables are a powerful feature in Excel that enable you to manipulate data with simple dragging and dropping. Pivot tables allow you to sort, filter, group, count, summate, and format data easily and efficiently. Unlike our other Excel courses, this class focuses specifically on Pivot Tables. Students will work heavily on hands-on activities with an instructor to explore the variety of features within Pivot Tables and tackle different scenarios for when to use them.

Our pivot table training builds off of topics contained in our Excel Intro and Intermediate courses. Although not required, we do highly recommend that students take Excel Advanced beforehand to receive a general overview before delving deep into pivot tables.

PivotTables - The Basics

  • What is an Excel PivotTable?
  • How do I create a simple and easy to use PivotTable?
  • What are the rules for setting up source data for a PivotTable?
  • How do you "pivot" in a PivotTable?
  • How do you change the value calculation?
  • How do you change the number formatting?
    • Drilling Down

      • What does it mean to drill down?
      • How do you drill down on a summary value?
      • How do you drill down on a row label?
      • How do you drill down on a column label?
      • How do you remove the details?
        • PivotTable Tricks

          • How do you show items with no data?
          • How do you show 0 instead of blank?
          • How do you select different parts of the PivotTable?
          • How do you move a PivotTable?
          • How do you duplicate a PivotTable?
          • How do you rename a PivotTable?
          • How do you change the data source of a PivotTable?
          • How do you create a PivotChart?
            • Refreshing Pivot Data

              • Why do you need to refresh a PivotTable?
              • How do you refresh a PivotTable?
              • How do you refresh all the PivotTables in the workbook?
                • Sorting PivotTables

                  • How do you sort PivotTable data by row labels?
                  • How do you manually move row labels?
                  • How do you sort PivotTable data by column label?
                  • How do you manually move column labels?
                    • Grouping PivotTables

                      • How can you group different labels together?
                      • How do you group numbers together?
                      • How do you group dates by year, quarter, or month?
                      • How do you ungroup a grouped field?
                        • Filtering PivotTables

                          • How do you filter by selecting row labels?
                          • How do you filter by selecting column labels?
                          • How do you filter by using comparison operators?
                          • How do you filter by values?
                          • How do you filter when there are multiple rows/columns?
                          • How do you create and use a report filter?
                          • What are Report Filter Pages and how do you create them?
                            • Using Slicers

                              • What is a slicer?
                              • How do you insert a slicer?
                              • How do you move the slicer?
                              • How do you resize the slicer?
                              • How do you change the slicer caption?
                              • How do you delete a slicer?
                              • How do you connect a slicer to multiple PivotTables?
                                • Subtotals and Grand Totals

                                  • How do you add / remove Grand Totals?
                                  • How do you turn on /off subtotals?
                                  • How do you change the location of the subtotals?
                                    • Layouts and Styles

                                      • What are the three layout options?
                                      • How do you repeat item labels?
                                      • How do you not repeat item labels?
                                      • How do you use styles?
                                      • What are the style options, and how do you use them?
                                      • How do you show/hide field headers?
                                      • How do you show/hide the expand and collapse buttons?
                                      • How do you hide the field list?