In this video, the instructor demonstrates how raw, daily data can be automatically (or manually) grouped in order to summarize values by month, quarter, year, and so on.
- [Instructor] All right, I want to take a minute or two…talk about date grouping, specifically,…'cause it looks a little bit different…from the exercise that we just walked through.…And the reason for that, is that in recent years,…believe 2016 or 2013, Excel started…to integrate some capabilities to automatically detect…date fields and create groupings and hierarchies…behind the scenes without any input from the user,…which can certainly be helpful…but it's also a little bit confusing…if you don't know what's going on.…So let me show you an example.…
We're going to start by just clearing this Title,…our label filter that we put in place.…And I'm going to drag Title out of the pivot table.…And what we're going to do here…is pull in the Release Date fields.…But before we do, I want to dive into…that Movie Database raw data tab…and just get a sense of exactly…what that column's formatted like.…So Release Date here in column B.…I've got data at the daily level, so April 15th, 1935,…January 30th, 1969, and so on.…
- Establishing a layer convention and property filters
- Structuring your source data
- How PivotTables actually work
- Number formatting and conditional formatting
- Sorting and grouping options
- Troubleshooting incorrect sorting
- Value summarization and value calculation modes
- Inserting calculated items
- Visualizing data with PivotCharts
- Designing interactive dashboards
Skill Level Intermediate
Learning Excel Data-Analysis (2015)with Curt Frye2h 24m Beginner
Part 1: Introduction1m 8s
1. Getting Started
Getting to know IMDb2m 21s
2. PivotTable 101
3. PivotTable Formatting
4. Sorting, Filtering, and Grouping
5. Calculated Values, Fields, and Items
6. Visualizing Data with PivotCharts
7. Wrapping Up
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