Excel Pivot Table Online Course

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Course curriculum

1. Xtreme Pivot Table Course Outline
2. Pivot Table Cheat Sheet
3. Downloadable Excel Workbooks
4. Top 20 Excel Shortcuts
5. BONUS MATERIAL: My Top 20 Formulas
1. 50% Discount Coupon
1. Tabular Format
2. No Gaps
3. Formatting
4. Tables
5. Clean Your Data Set
6. Inserting a Pivot Table
7. Field List - Activate, move, resize & layout
8. Field List & Areas
9. Drill down to audit
10. Sort Field List from A to Z
11. Double click on any labels to show more Fields
12. Defer Layout Update
13. Pivot cache explained
14. Refresh
15. Refresh All
16. Refresh External Data
17. Import from Access database
18. Change Data Source
19. Clear Filters & Clear Pivot
20. Select & Format
21. Move a Pivot Table
22. Pivot Table Styles
23. Customizing a Pivot Table Style
24. Use a customised style in another workbook
25. Subtotals
26. Grand Totals
27. Report Layouts
28. Blank Rows
29. Show the Classic Pivot Table Layout
30. Expand & Collapse buttons
31. Move & Remove Fields and Items
32. Show/Hide Field List
33. Show/Hide Field Headers
34. Change Count of to Sum of
35. Number formatting
36. Field name formatting
37. Predetermined number formatting
38. Change Sum views in Label areas
39. Indent rows in compact layout
40. Change the layout of a report filter
41. Format error values
42. Format empty cells
43. Keep column widths upon refresh
44. Automatic Refresh a Pivot Table
45. Printing a pivot table on two pages
46. Show report filter on multiple pages
1. Create multiple subtotals
2. Count
3. Average
4. Maximum
5. Minimum
6. Product
7. Count Numbers
8. Std Dev
9. Varp
10. Show various Grand Totals
11. Shortcuts to Field & Value Field Settings
12. See all pivot items
13. Show a unique count
1. % of Grand Total
2. % of Column Total
3. % of Row Total
4. % Of
5. % of Parent Row Total
6. % of Parent Column Total
7. % of Parent Total
8. Difference From
9. % Difference From
10. Running Total in
11. % Running Total in
12. Rank Smallest to Largest
13. Rank Largest to Smallest
14. Index
15. Shortcuts to Show Values As
16. ACCOUNTING: % of Revenue Margins
17. FINANCIAL: Actual v Plan Variance Report
1. Group by Date
2. Group by Months
3. Group by Quarters & Years
4. Group by Sales ranges
5. Group by Text fields
6. Group by Time
7. Shortcuts to Grouping
8. Grouping by Half Years
9. Group by a Date that starts on a Monday
10. Grouping by a custom date
11. Group by fiscal years & quarters
12. Errors when grouping by dates
13. Group two pivot tables independently
14. Fixing the problem of counting grouped sales
15. Display dates that have no data
16. ACCOUNTING: Quarterly Comparative Report
17. FINANCIAL: Min & Max Bank Balance
1. Sorting by Largest or Smallest
2. Sort an Item Row (Left to Right)
3. Sort manually (drag, write, right click)
4. Sort using a Custom List
5. Override a Custom List sort
6. Sort row from A-Z and sales from Z-A
7. Sort new items added to your data source
8. Clear a sort
9. Sort Largest to Smallest Grand Totals
1. Filter by Dates
2. Filter by Labels - Text
3. Filter by Labels - Numerical Text
4. Filter by Values
5. Filter by Values - Top or Bottom 10 Items
6. Filter by Values - Top or Bottom %
7. Filter by Values - Top or Bottom Sum
8. Filter by Report Filter
9. Shortcuts to filters
10. Keep or hide selected items
11. Filter by Text wildcards * and ?
12. Filter by multiple fields
13. Apply multiple filters
14. Filter by multiple values
15. Include new items in manual filter
16. Clear filters with one click
17. Add a filter for the column items
18. ACCOUNTING: Top 5 Expenses report
19. FINANCIAL: Top 25% of Channel Partners
1. Insert a Slicer
2. Slicer Styles
3. Creating a custom style
4. Copy a custom style into a new workbook
5. Slicer Settings
6. Slicer Size & Properties
7. Slicer Connections for multiple pivot tables
8. Different ways to filter a Slicer
9. Use one slicer for two pivot tables
10. Lock the workbook but not the slicer
11. Interactive employee photos with Slicers! FUN!
12. ACCOUNTING: Select a Monthly P&L report with a Slicer
13. FINANCIAL: Base, Best & Worst case Forecast
1. Creating a Calculated Field
2. Use an existing Calculated Field in a new calculation
3. Editing a Calculated Field
4. Excel formulas & Calculated Fields
5. Creating a Calculated Item
6. Use an existing Calculated Item in a new calculation
7. Editing a Calculated Item
8. Excel formulas & Calculated Items
9. Calculated Item on Column Labels
10. Shortcoming of Calculated Items
11. Solve Order for Calculated Items
12. List Calculated Field & Item formulas
13. Remove a Calculated Field Temporarily
14. Order of operations
15. ACCOUNTING: Creating a P&L Pivot Table Report
16. FINANCIAL: Actuals v Plan with Calculated Fields
1. Insert a Pivot Chart
2. Insert a Slicer with a Pivot Chart
3. Pivot Chart Designs
4. Pivot Chart Layouts
5. Pivot Chart Formats
6. Limitations of Pivot Charts & workarounds
7. Saving a Pivot Chart template
8. Shortcuts to formatting a Pivot Chart
9. Link chart title to a pivot cell
10. Copying a second chart
11. Put a chart on a separate page with F11
12. Insert Pivot Chart straight from the data source
13. Paste Pivot Chart to your email as a picture
14. Paste Pivot Chart to PowerPoint & Make live updates
15. Printing a Pivot Chart
16. Include a Sparkline with your pivot table
17. Charts Do's & Don'ts
18. Change Chart Type with Slicers! FUN!!!
19. Workaround to creating an interactive Scatter graph
20. ACCOUNTING: P&L Pivot Table report with Graphs
21. FINANCIAL: Pivot Table Slicer & Chart Dashboard
1. Intro to Conditional Formatting
2. Highlight Cell Rules based on values
3. Highlight Cell Rules based on text labels
4. Highlight Cell Rules based on date labels
5. Top & Bottom Rules
6. Data Bars, Color Scales & Icon Sets
7. Format only cells that contain - For Bonuses
8. Format only Top or Bottom ranked values - Top 3 sales per year
9. Format values that are above or below the average - For Promotion
10. Use a formula to determine which cells to format
11. Use selected cells to format multiple fields
12. All cells showing values to format multiple fields
13. Control Conditional Formatting with Slicers
14. Show text in the Pivot Table Values area
15. Cond Format blank cells or cells
16. ACCOUNTING: Accounts Receivable Ageing Report Matrix
17. FINANCIAL: Conditionally Format your sales results
1. Intro to GETPIVOTDATA
2. Create a custom report with GETPIVOTDATA
3. Reference Dates with GETPIVOTDATA
4. Data validation with GETPIVOTDATA
5. Shortfalls of GETPIVOTDATA
6. Grand Totals to the left of the pivot table
7. ACCOUNTING: Live forecasting with GETPIVOTDATA
8. FINANCIAL: Channel Analysis with GETPIVOTDATA
1. Adding the Developer tab & disabling macros
2. Record a simple macro to Refresh a pivot table
3. Date filter macro
4. Different pivot table views macro
5. Top 10 macro
6. Add macro to quick access toolbar
1. Reducing file memory by copying existing pivot table
2. Reducing file memory by deleting the data source
3. Reducing file memory by saving file as Excel Binary Workbook
4. Reducing file memory by keeping data source in MS Access
5. Compatibility Issues with Excel 2007 and Excel 2010
6. Sharing a Pivot Table via OneDrive
1. Pivot Table Webinar Replay
2. Sales Forecasting with Calculated Fields
3. Consolidate with a Pivot Table
4. Frequency distribution with a Pivot Table
5. Break Even Model
6. Several slicer custom styles for you to use
7. Interactive Balance Sheet Pivot Table
8. Monthly Sales Manager Performance Report
9. Reconciling customer payments
1. PivotPal Add-In by Jon Acampora
2. PivotPal Add-In LINK
3. Pivot Power Add-In by Debra Dalglish
4. Pivot Power Add-In LINK

About this course

$99.00
227 lessons
11.5 hours of video content

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Course curriculum

INTRODUCTION

50% Discount to Upgrade to the: LIFETIME ONLINE ACCESS XTREME PIVOT TABLE COURSE + EXTRA COURSE BONUSES!

1 - Customizing Your Pivot Table

2 - Value Field Settings > Summarize Values By

3 - Value Field Settings > Show Values As

4 - Grouping

5 - Sort

6 - Filter

7 - Slicers (New in Excel 2010)

8 - Calculated Fields & Items

9 - Pivot Charts

10 - Conditional Formatting Pivot Tables

11 - GETPIVOTDATA Formula

12 - Macros

13 - Data Management

14 - Bonus Videos

Pivot Table Add-Ins

About this course

Pricing options

$99.00

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