This course begins by comparing the formula-based reports we built using SUMIFS in previous courses to reports using PivotTables. We dig into the details between these two report types so that you are comfortable applying them to specific scenarios.
This session is really fun because we create two versions of many reports, one version with formulas and the other with PivotTables so that you are comfortable replacing formula-based reports with PivotTables when appropriate.
Prerequisites
No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.
Learning Objective
- Identify the three PivotTable report layout formats
- Discover the operator that causes Excel to create absolute structured table references
- Recognize the difference between calculated fields and calculated items
Last updated/reviewed: July 11, 2025
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Jeff Lenning
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INTRODUCTION AND OVERVIEW
- Chapter 11: Report Type Comparison Part 1 9:38
- Chapter 11: Report Type Comparison Part 2 12:28
- Chapter 12: Options 8:06
- Chapter 13: Report Layout and Design 11:39
- Chapter 14: Multiple Value Fields 18:47
- Chapter 15: Calculated Fields 15:50
- Chapter 16: Calculated Items 9:31
CONTINUOUS PLAY
SUPPORTING MATERIALS
- Supporting Files:How to Use PivotTables instead of Formula-Based Reports ZIP
- How to Use PivotTables instead of Formula-Based Reports Glossary PDF
REVIEW AND TEST
- REVIEW QUESTIONS quiz
- FINAL EXAM exam
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