Online Excel Pivot Tables Tutorials

ONLINE EXCEL PIVOTTABLES

PivotTables is one of the most powerful yet intimidating features in Excel, allowing you to quickly and easily summarize and aggregate large volumes of data. Many experienced

Excel users avoid them because they seem complicated, but these 9 tutorials will show you how easy they are and make you a PivotTable pro.

Please note that will need to have the appropriate licensing from Microsoft to use Excel online.

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SalesData.xlxs

Tutorial 1

An introduction to the powerful features of pivot tables in the online version of Microsoft Excel. Whether you're looking to analyze sales data, customer details, or regional performance, this tutorial will equip you with the tools to do so quickly and without any coding or complex formulas.

How to build on basic pivot table designs to create more detailed and dynamic data summaries.
Techniques for reorganizing data fields effectively within pivot tables for clearer insights.
Methods to format and customize your pivot tables, including handling sales data and product categories.
Strategies for expanding and collapsing data fields to better manage large datasets within your pivot tables.

Tutorial 2

Advance your skills in creating sophisticated pivot tables. In this tutorial, I will teach you how to enhance the pivot tables you've built in previous sessions, utilizing more complex data structures and analysis techniques. Whether you're a beginner looking to improve or you need to refine your data manipulation skills, this video will guide you through each step of the process.

Field Manipulation: Learn how to add and rearrange fields like regions and product categories to uncover different perspectives and insights.
Formatting Tips: Discover how to neatly format your tables using simple Excel tools to enhance readability and presentation.
Dynamic Data Interaction: Explore the use of expand/collapse features and context-sensitive menus to make your pivot table more interactive.
Multi-Value Analysis: See how to incorporate multiple value fields such as sales, profits, and quantities to get a multi-dimensional view of your data.

Introduction to Aggregation Methods: Learn how to switch between different aggregation functions like average, max, min, and count without using traditional formulas.
Custom Aggregation Techniques: Understand how to apply these methods to real datasets to derive meaningful insights and how to format these results within your pivot tables.
Dynamic Data Manipulation: Discover how to manipulate and customize pivot tables to display various aggregations simultaneously.

Tutorial 3

Explore the powerful capabilities of Excel's pivot tables to manipulate and present data more effectively. This session focuses on the different aggregation methods available in pivot tables, such as sum, average, max, min, and count. It is designed for users who are comfortable with basic pivot table functions and are looking to enhance their data analysis skills in Excel, using the browser-based version that's accessible across various devices.

Hands-On Examples: Follow step-by-step examples to change aggregation methods, with tips on formatting and optimizing data display.
Customizing Data Views: Learn how to rename pivot table fields and headers for clearer presentations, enhancing readability for yourself and stakeholders.
Versatile Data Interaction: Explore techniques for expanding pivot table functionality using various fields to perform complex data analysis tasks effectively.

Basic and Advanced Filtering Techniques: Understand how to apply and manipulate filters to display only the data you need, whether sorting by customer states or sales values.
Dynamic Data Interaction: Learn how to use label and value filters for precise control over which data appears in your pivot table.
Custom Filter Applications: Explore how to utilize complex filters such as top ten, specific value ranges, and conditional filters like "begins with" or "contains".

Tutorial 4

Learn the intricacies of applying filters within pivot tables to streamline your data analysis. This tutorial is designed to build on your existing knowledge of pivot tables, introducing you to the powerful filtering capabilities that resemble, yet extend beyond, the basic Excel table filters. Ideal for users familiar with Excel who wish to leverage filtering to refine and enhance their data presentations.

Introduction to Pivot Table Filters: Begin with an overview of how to access and implement basic filters within a pivot table setup.
Step-by-Step Filtering Guide: Follow detailed examples to sort data by different criteria and learn how to manipulate these options to suit specific analytical needs.
Complex Filtering Scenarios: Dive into advanced filtering, including setting up filters for top/bottom sales performances and utilizing search functionalities to include or exclude specific data points.

Tutorial 5

This video guides you through the process of enhancing your pivot tables with interactive slicers, making data filtering more intuitive and visually appealing. With slicers, filtering a pivot table is as simple as clicking a button. Slicers can be connected to multiple pivot tables and pivot charts and can be moved anywhere.

Customization Options: Discover various customization options for slicers, including changing colors, styles, and layout.
Interactive Filtering: See how slicers provide an interactive way to filter data, allowing for a more dynamic analysis experience.
Advanced Tips: Such as multi-select functionality and combining multiple slicers for more precise filtering.
Removing and Managing Slicers: Get tips on how to remove slicers and manage their settings to keep your pivot tables organized and efficient.

Basics of Graph Creation: Understand the initial steps to convert pivot table data into various types of graphs within Excel.
Graph Customization Techniques: Discover how to customize graphs, including adjusting types, formatting styles, and incorporating multiple data series for deeper analysis.
Interactive Graphs with Slicers: Explore how to enhance your graphs with slicers for interactive data exploration, making your reports more dynamic and user-friendly.

Tutorial 6

Transform your pivot table data into compelling graphical views using Excel. This session is ideal for users who have a basic understanding of pivot tables and wish to extend their skills into visual data presentation. Learn how to seamlessly integrate graphs into your data analysis, enhancing the comprehensibility and impact of your findings.

Step-by-Step Graph Building: Follow detailed instructions on starting with simple column charts and advancing to more complex graphical representations like stacked and percentage column charts.
Customization Options: Learn how to modify chart elements such as titles, axes, legends, and data labels to fit your presentation needs.
Practical Applications: Understand practical uses of these graphs in business and research contexts, enabling you to present your data more effectively.

Dashboard Creation: Learn how to integrate pivot tables and graphs onto a single dashboard for a comprehensive view of your data.
Enhancing Interactivity with Slicers: Discover how to use slicers to dynamically control the data displayed in both your pivot tables and graphs.
Advanced Customization: Explore techniques for customizing your dashboard components, including sorting, formatting, and connecting data points for more insightful analyses.

Tutorial 7

Create an interactive dashboard that combines pivot tables, graphs, and slicers. This tutorial is perfect for those who have a basic understanding of pivot tables and wish to leverage Excel’s capabilities to create more dynamic and interactive reports. It is designed to provide you with the skills needed to transform static Excel sheets into dynamic data exploration tools that are both informative and visually engaging.

Step-by-Step Dashboard Setup: Build an interactive dashboard from scratch, starting with pivot tables to display sales data.
Graph Integration: Learn how to create and integrate graphs that visually represent your data, enhancing the interpretability and appeal of your dashboard.
Dynamic Control with Slicers: See how slicers can control multiple elements on a dashboard, allowing for real-time data exploration and analysis.

Advanced Calculations: Understand how to implement complex calculations like difference from, running totals, and rankings directly within your pivot tables.
Utilizing Excel Functions: Learn about the "Show Values As" option in pivot tables to easily change how data is calculated and displayed, including percentages and comparative analyses.
Dynamic Data Manipulation: Discover how to dynamically adjust your data presentations with quick formatting changes and pivot adjustments.

Tutorial 8

Dive deeper into the capabilities of Excel's pivot tables by exploring advanced calculations that enhance your data analysis without any need for coding or complex formulas. This session is designed for users who are already comfortable with the basics of pivot tables, graphs, and slicers, and are ready to tackle more sophisticated analytical tasks.

Step-by-Step Calculation Guide: How to set up each calculation, ensuring you know when and how to use each function effectively.
Practical Examples: Follow along with practical examples that illustrate the impact of these calculations on real-world data sets.
Customization Techniques: Learn how to fine-tune the presentation of your pivot tables to best reflect the insights from these calculations.
Interactive Learning: Gain insights into modifying pivot table data sources and structures to better suit your analysis needs.

Understanding Conditional Formatting: Learn the basics of conditional formatting within pivot tables to visually enhance your data insights.
Applying Diverse Formatting Rules: Explore how to use various conditional formatting rules including cell color scales, data bars, icon sets, and rules for top/bottom values to make your data stand out.
Customizing Visual Displays: Discover how to customize the appearance of your data through conditional formatting to quickly convey information about data trends and outliers.

Tutorial 9

This tutorial is designed for users familiar with basic pivot table operations who wish to learn how to effectively highlight and differentiate data based on specific criteria.

Step-by-Step Formatting Application: Setting up conditional formatting rules that automatically adjust based on the data's value.
Interactive Examples: How to adjust formatting based on specific thresholds, such as sales figures, to enhance readability and presentation.
Advanced Formatting Techniques: Get insights into more complex conditional formatting options like data bars and color scales that provide a gradient visual effect based on data magnitude.