This course introduces the PivotTable feature and covers all of the essentials. We start here to ensure that all participants, regardless of previous PivotTable experience, have the skills needed to do fundamental PivotTable activities and to build toward more advanced pivot table capability. We discuss the four report layout areas: rows, columns, values, and filters. We then discuss how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. We explore how to create monthly columns and how to properly format the values in a PivotTable.
Prerequisites
No Advanced Preparation or Prerequisites are needed for this course.
Learning Objective
- Explore the process to create a PivotTable report
- Identify the four PivotTable report layout areas
- Recognize which type of PivotTable field will create report filters
Last updated/reviewed: July 5, 2025
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Jeff Lenning
President
INTRODUCTION AND OVERVIEW
- Chapter 1: Overview 2:16
- Chapter 2: Selected Shortcuts 6:34
- Chapter 3: PivotTable Basics 9:33
- Chapter 4: Row Fields 6:17
- Chapter 5: Value Fields 12:33
- Chapter 6: Column Fields 3:40
- Chapter 7: Filter Fields 4:10
- Chapter 8: Updating Data 11:02
- Chapter 9: Groups and Subtotals 12:47
- Chapter 10: Value Formats 5:28
CONTINUOUS PLAY
- PivotTable Essentials 1:14:18
SUPPORTING MATERIALS
REVIEW AND TEST
- REVIEW QUESTIONS quiz
- FINAL EXAM exam
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