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Excel 2010: Pivot Tables in Depth

Introducing PivotTables


From:

Excel 2010: Pivot Tables in Depth

with Curt Frye

Video: Introducing PivotTables

Before I get into the details of how to create and manipulate PivotTables, I would like to demonstrate a few of the ways a PivotTable helps you analyze your worksheet data. When you look at your PivotTable, it looks a lot like a regular worksheet with rows and columns of data, labels, subtotals, and grand totals. The difference is that a PivotTable allows you to rearrange your data dynamically within the worksheet. If you click a cell inside of a PivotTable, then you will see that Excel displays the Options and Design tabs on the Ribbon.
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  1. 1m 38s
    1. Welcome
      55s
    2. Using the exercise files
      43s
  2. 38m 8s
    1. Introducing PivotTables
      4m 2s
    2. Formatting data for use in a PivotTable
      4m 31s
    3. Creating a PivotTable
      4m 20s
    4. Pivoting a PivotTable
      3m 47s
    5. Configuring a PivotTable
      3m 23s
    6. Connecting to an external data source
      3m 30s
    7. Connecting to an Access database
      2m 11s
    8. Consolidating data from multiple sources
      4m 37s
    9. Updating and refreshing PivotTable data sources
      4m 21s
    10. Managing PivotTables
      3m 26s
  3. 23m 33s
    1. Adding, removing, and positioning subtotals and grand totals
      3m 27s
    2. Changing the PivotTable data field summary operation
      4m 35s
    3. Summarizing more than one data field
      3m 16s
    4. Creating a calculated field
      2m 27s
    5. Grouping PivotTable fields
      3m 17s
    6. Using PivotTable data in a formula
      4m 47s
    7. Drilling down to the underlying data
      1m 44s
  4. 28m 9s
    1. Sorting PivotTable data
      2m 0s
    2. Creating a custom sort order
      2m 48s
    3. Filtering a PivotTable field by selection
      2m 59s
    4. Filtering a PivotTable by rule
      2m 56s
    5. Filtering a PivotTable using a search filter
      3m 10s
    6. Filtering a PivotTable using slicers
      4m 2s
    7. Formatting slicers
      3m 43s
    8. Filtering a PivotTable with report filter fields
      5m 2s
    9. Clearing and reapplying PivotTable filters
      1m 29s
  5. 15m 2s
    1. Applying a PivotTable style
      5m 5s
    2. Creating a PivotTable style
      4m 37s
    3. Changing the PivotTable layout
      3m 20s
    4. Changing the data field number format
      2m 0s
  6. 24m 33s
    1. Highlighting cells by applying a rule
      2m 54s
    2. Highlighting the top or bottom values in a PivotTable
      3m 30s
    3. Formatting PivotTable cells using data bars
      3m 50s
    4. Formatting PivotTable cells using color scales
      3m 40s
    5. Formatting PivotTable cells using icon sets
      2m 45s
    6. Editing conditional formatting rules
      2m 15s
    7. Controlling how multiple rules are applied
      3m 28s
    8. Deleting a conditional formatting rule
      2m 11s
  7. 24m 0s
    1. Creating a PivotChart
      3m 29s
    2. Pivoting a PivotChart
      3m 5s
    3. Filtering a PivotChart
      3m 45s
    4. Formatting a PivotChart
      3m 35s
    5. Changing a PivotChart's layout
      3m 14s
    6. Changing a PivotChart's chart type
      4m 30s
    7. Adding a trendline to a PivotChart
      2m 22s
  8. 9m 27s
    1. Printing a PivotTable
      4m 2s
    2. Printing each item on its own page
      3m 30s
    3. Printing a PivotChart
      1m 55s
  9. 13m 30s
    1. Recording and reviewing a macro
      4m 10s
    2. Running a macro
      5m 57s
    3. Creating a simple PivotTable presentation kit
      3m 23s
  10. 19m 17s
    1. Introducing PowerPivot
      2m 9s
    2. Downloading and installing PowerPivot
      2m 36s
    3. Importing PowerPivot data
      3m 14s
    4. Managing table columns
      4m 1s
    5. Adding tables to a PowerPivot model
      2m 27s
    6. Creating relationships between tables
      4m 50s
  11. 24m 30s
    1. Introducing the DAX language
      2m 58s
    2. Using DAX operators
      4m 44s
    3. Surveying DAX functions
      2m 40s
    4. Adding calculated columns and measures
      4m 22s
    5. Using aggregate functions
      4m 24s
    6. Using filters in aggregate functions
      5m 22s
  12. 59s
    1. Additional resources
      59s

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Excel 2010: Pivot Tables in Depth
3h 42m Intermediate Apr 19, 2011

Viewers: in countries Watching now:

In Excel 2010: Pivot Tables in Depth, author Curt Frye provides comprehensive, hands-on tutorials on Excel PivotTables, including more advanced techniques such as using macros and the new PowerPivot add-in. The course shows how to connect and consolidate data sources to power PivotTables, sort and filter records, display data in a PivotChart, print tables and charts, and also introduces the DAX language for performing advanced summaries in PowerPivot. Exercise files are included with the course.

Topics include:
  • Formatting data for use in a PivotTable
  • Connecting to an external data source
  • Refreshing a data source
  • Adding, removing, and positioning subtotals and grand totals
  • Creating a calculated field
  • Grouping PivotTable fields
  • Clearing and reapplying PivotTable filters
  • Applying field styles
  • Formatting cells
  • Creating a PivotChart
  • Printing PivotTables and PivotCharts
  • Creating relationships between tables in a PowerPivot model
  • Using the DAX language for advanced summaries in PowerPivot
Subjects:
Business Spreadsheets
Software:
Excel Office
Author:
Curt Frye

Introducing PivotTables

Before I get into the details of how to create and manipulate PivotTables, I would like to demonstrate a few of the ways a PivotTable helps you analyze your worksheet data. When you look at your PivotTable, it looks a lot like a regular worksheet with rows and columns of data, labels, subtotals, and grand totals. The difference is that a PivotTable allows you to rearrange your data dynamically within the worksheet. If you click a cell inside of a PivotTable, then you will see that Excel displays the Options and Design tabs on the Ribbon.

These contextual tabs allow you to manipulate your PivotTable either by changing a style, which you can do on the Design tab, or on the Options tab refreshing its data, changing its data source, and so on. What's really exciting about PivotTables is that you can change the structure of your data to emphasize different aspects of that data. PivotTables are divided into several different areas. First, you have the PivotTable Field List which allows you to manipulate the PivotTable and within the field list, you have the number of fields which are data types that you can use.

So you have the Year in this case, the Quarter, which is not displayed, Month, Company name and Revenue. And you can see those fields reflected in the body of the report. You change the arrangement of the fields within your PivotTable using the field area, which is down here at the bottom of the PivotTable Field List task pane. Say for example, you can have your Company data as the column labels and you can see that reflected here, in the body of the PivotTable with FirmA and FirmB. Then the row labels would be the year, in this case 2009, and then the month, starting with January and going down through December.

If you want to change the PivotTable's layout, you can do that by dragging a field name from one area to another. So for example, let's say that you wanted to lay out your data so that it was Company, Year, and Month and each of the Company, Year, and Month labels were in the row area. To make that pivot, you would drag the Company field name to the top of the Row Labels area and then when you release the mouse button the PivotTable updates the data to reflect your new organization. So now, we have all the results for FirmA in 2009 by month and then below the year 2009 we go to 2010 and again by Month, and lower down in the PivotTable you'll see the same result for FirmB.

So I will scroll down using my mouse wheel and below the grand total for FirmA you see the same data for FirmB. You can also filter the data in your PivotTable to focus your analysis. So let's say, for example, as I scroll back up to the top that I wanted only to display the data for FirmB. To create a filter, I can into the PivotTable Field List and then click the Company fields down arrow and then create the filter. In this case, I only want to show the data for FirmB, so I will clear the check box next to FirmA, and then click OK.

When I do, Excel updates the PivotTable so that only the data for FirmB is displayed. If I want to clear that filter, then I can go to the PivotTable Field List, click the Company fields bar, and then click Clear Filter From "Company". When I do, Excel restores the data. You can also change the look of your PivotTable. You can do that by adding or changing a style. So for example, if I click the Design tab I can select any one of the available PivotTable styles.

So if I click the more button in the gallery then, I can click any of the available styles and I will go down and I'll click one that's a bit darker for contrast. I hope his brief demonstration has given you a feel for PivotTables capabilities. In the remaining movies in this course are going to much more detail on how to create and manipulate PivotTables and the data they contain.

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