Excel Pivot Table Course Syllabus

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Who is this course for?This course is tailored for all levels of Excel users. From someone who has picked up Microsoft Excel for their first time, to someone who uses it around 2-3 hours a day, as well as long time Excel users who want to go deep in to learning all the commands, tricks and visual analytical reports that Pivot Tables have to offer.

What do you get with the Xtreme Pivot Table Course?

Go and make yourself a coffee or tea, because this may take some time :)

1 More than 200 videos (217 to be exact!) which equates to over 9 hours of video tutorials. Online viewing only or Online viewing + Downloadable videos, depending on the plan that you choose;

2 Access to all the Excel workbooks that are shown in the training videos so you can practice the new tricks learned;

3 HD quality short videos viewable from your PC, Laptop, Tablet device or Mobile/Cell phone;

4 Bonus Pivot Table Cheat Sheet to stick on your desk that highlights the most important Pivot Table commands visually;

5 Bonus Excel workbook that shows all the Course content. You can tick off and rate each tutorial once viewed and track your progress;

6 My Top 20 Excel keyboard shortcuts that will save you heaps of time! They are in an animated gif format which lets you sit back and view each shortcut live on your web browser;

7 20% discount on the time saving Pivot Power Add-In from Contextures;

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Personal Email and Skype support during 12 months from purchase to help you whenever you are stuck with a Pivot Table problem or query.You will always receive a 25% discount whenever you purchase new courses from myexcelonline.com

10 If you are not satisfied with the tutorial, then I will return 100% of your money within 30 days without any questions asked. That's my personal guarantee to you!

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Can I view an example of the videos & workbooks? ABSOLUTELY! There is a free video for each chapter, plus two case studies and a bonus dashboard video for you to view at www.myexcelonline.com/courses. So that's a total of 16 videos that you can view for free!

You can also download the respective workbooks so you can keep and practice.

What Excel version is the training compatible with? The training was recorded using Excel 2010 and it is compatible with Excel 2007 and Excel 2013.

Some concepts are not available in Excel 2007 (like Slicers and some Pivot Table Calculations) but this is outlined in the Course Outline in the next page.

What payment methods are accepted?No matter what part of the world you are in, you can pay using your Debit or Credit Card from the following list:Visa, MasterCard, AMEX, Discover, Diners etc. If you want to make an electronic bank transfer then get in contact with us at [email protected]

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More questions?Please get in contact with us at [email protected] or +34 645 899 767 and I will be glad to answer any questions regarding this course that you may have.


Course Outline

04

11.11.11

1.12

1.13

1.14

1.15

1.21.21

1.22

1.23

1.24

1.25

1.26

1.27

1.31.31

1.32

1.33

CUSTOMISE YOUR PIVOT TABLEARRANGING YOUR DATA SETTabular Format

No gaps

Formatting

Tables

TIPSClean Your Data Set

CREATING A PIVOT TABLEInserting a Pivot Table

Field List - Activate, move, resize & layout

Field List & Areas

Drill down to audit

Sort Field List from A to Z

TIPSDouble click on any labels to show more Fields

Defer Layout Update

OPTIONS > DATAPivot Cache explained

Refresh

Refresh All

2:17

2:14

1:17

2:36

2:08

3:12

1:30

5:33

1:33

0:35

0:43

0:45

0:54

1:11

2:11

Beginner - Intermediate















SEQUENCE CONTENTS MINUTES LEVEL

ORDERNOW

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1.34

1.35

1.36

1.41.41

1.42

1.43

1.51.51

1.52

1.53

1.61.61

1.62

1.63

1.64

1.65

1.71.71

1.72

1.73

1.74

1.81.81

1.82

1.83

Refresh External Data

Import from Access database

Change Data Source

OPTIONS > ACTIONSClear Filters & Clear Pivot

Select & format

Move pivot table

DESIGN > STYLESPivot Table Styles

Customising a Pivot Table Style

Use customised style in another workbook

DESIGN > LAYOUTSubtotals

Grand Totals

Report Layout

Blank Row

TIPSShow the Classic Pivot Table Layout

OPTIONS > SHOWExpand & Collapse buttons

Move & Remove Fields

Show/Hide Field List

Show/Hide Field Headers

CUSTOMISATIONChange Count of to Sum of

Number formatting

Field name formatting

6:00

2:18

3:31

1:08

3:26

0:50

3:44

4:14

1:17

1:00

0:53

2:43

0:33

0:58

4:48

2:37

0:17

0:17

1:08

1:04

2:15

Intermediate - Advanced





















05


1.84

1.85

1.91.91

1.92

1.93

1.94

1.95

1.96

1.97

1.98

22.1

2.2

2.3

2.4

2.5

2.6

2.7

2.8

2.9

2.10

2.11

2.12

2.13

TIPSPredetermined number formatting

Change Sum views in label areas

PIVOT TABLE OPTIONS > LAYOUT & FORMATIndent rows in compact layout

Change the layout of a report filter

Format error values

Format empty cells

Keep column widths upon refresh

TIPSAutomatic Refresh a pivot table

Printing a pivot table on two pages

Show report filter on multiple pages

VALUE FIELD SETTINGS > SUMMARIZE VALUES BYCreate multiple subtotals

Count

Average

Maximum

Minimum

Product

Count Numbers

Std Dev

Varp

TIPSShow various Grand Totals

Shortcuts to Field & Value Field Settings

See all pivot Items

Show a unique count

1:21

0:42

0:05

1:18

0:54

1:18

0:47

0:46

1:11

2:13

1:35

2:27

2:04

2:00

1:22

3:33

2:04

7:05

3:57

2:26

2:01

6:00

2:26
























06


33.1

3.2

3.3

3.4

3.5

3.6

3.7

3.8

3.9

3.10

3.11

3.12

3.13

3.14

3.15

3.16

3.17

44.1

4.2

4.3

4.4

4.5

4.6

VALUE FIELD SETTINGS > SHOW VALUES AS% of Grand Total

% of Column Total

% of Row Total

% Of

% of Parent Row Total (NEW FROM EXCEL 2010)

% of Parent Column Total (NEW FROM EXCEL 2010)

% of Parent Total (NEW FROM EXCEL 2010)

Difference From

% Difference From

Running Total in

% Running Total in (NEW FROM EXCEL 2010)

Rank Smallest to Largest (NEW FROM EXCEL 2010)

Rank Largest to Smallest (NEW FROM EXCEL 2010)

Index

TIPSShortcuts to Show Values As

BUSINESS CASEACCOUNTING: % of Revenue Margins

FINANCIAL: Actual v Plan Variance Report

GROUPINGGroup by Date

Group by Month

Group by Quarters & Years

Group by Sales ranges

Group by Text fields

Group by Time

2:11

2:11

1:05

4:01

3:09

2:22

3:20

4:44

4:30

2:12

3:10

2:14

2:15

3:38

1:07

2:28

4:33

2:45

1:44

1:45

3:12

2:14

1:45
























07


4.7

4.8

4.9

4.10

4.11

4.12

4.13

4.14

4.15

4.16

4.17

55.1

5.2

5.3

5.4

5.5

5.6

5.7

5.8

5.9

66.1

TIPSShortcuts to Grouping

Grouping by Half Years

Group by a Date that starts on a Monday

Grouping by a custom date

Group by fiscal years & quarters

Errors when grouping by date

Group two pivot tables independently

Fixing the problem of counting grouped sales

Display dates that have no data

BUSINESS CASEACCOUNTING: Quarterly Comparative Report

FINANCIAL: Min & Max Bank Balance

SORTSorting by Largest or Smallest

Sort an Item Row (Left to Right)

Sort manually (drag, write, right click)

Sort using a Custom List

Override a Custom List sort

Sort row from A-Z and sales from Z-A

TIPSSort new items added to your data source

Clear a sort

Sort Largest to Smallest Grand Totals

FILTERFilter by Dates

1:35

1:48

1:58

1:41

6:44

2:50

3:46

0:35

0:49

6:35

4:32

1:57

1:21

1:55

3:22

1:19

1:14

1:12

0:18

0:16

6:45






















08


6.2

6.3

6.4

6.5

6.6

6.7

6.8

6.9

6.10

6.11

6.12

6.13

6.14

6.15

6.16

6.17

6.18

6.19

77.1

7.2

7.3

7.4

7.5

7.6

7.7

Filter by Labels - Text

Filter by Labels - Numerical Text

Filter by Values

Filter by Values - Top or Bottom 10 Items

Filter by Values - Top or Bottom %

Filter by Values - Top or Bottom Sum

Filter by Report Filter

TIPSShortcuts to filters

Keep or hide selected items

Filter by Text wildcards * and ?

Filter by multiple fields

Apply multiple filters

Filter by multiple values

Include new items in manual filter

Clear filters with one click

Add a filter for the column items

BUSINESS CASEACCOUNTING: Top 5 Expenses report

FINANCIAL: Top 25% of Channel Partners

SLICERS (NEW FROM EXCEL 2010)Insert a Slicer

Slicer Styles

Creating a custom style

Copy a custom style into a new workbook

Slicer Settings

Slicer Size & Properties

Slicer Connections for multiple pivot tables

2:35

2:45

4:37

2:04

1:41

1:39

4:14

1:33

0:48

3:11

0:57

1:43

1:05

1:50

1:32

0:30

2:20

2:08

4:12

2:21

6:19

1:32

4:46

3:03

3:18


























09


7.8

7.9

7.10

7.11

7.12

7.13

88.1

8.2

8.3

8.4

8.5

8.6

8.7

8.8

8.9

8.10

8.11

8.12

8.13

8.14

TIPSDifferent ways to filter a Slicer

Use one slicer for two pivot tables

Lock the workbook but not the slicer

Interactive employee photos with Slicers! FUN!

BUSINESS CASEACCOUNTING: Select a Monthly P&L report with a Slicer

FINANCIAL: Base, Best & Worst case Forecast

CALCULATED FIELDS & ITEMSCreating a Calculated Field

Use an existing Calculated Field in a new calculation

Editing a Calculated Field

Excel formulas & Calculated Fields

Creating a Calculated Item

Use an existing Calculated Item in a new calculation

Editing a Calculated Item

Excel formulas & Calculated Items

Calculated Item on Column Labels

Shortcomings of Calculated Items

TIPSSolve Order for Calculated Items

List Calculated Field & Item formulas

Remove a Calculated Field temporarily

Order of operations

1:13

1:16

1:23

10:16

4:10

5:11

4:39

2:21

1:59

3:03

4:18

1:37

2:20

1:48

2:21

1:48

4:23

1:04

0:51

1:48





















10


8.15

8.16

99.1

9.2

9.3

9.4

9.5

9.6

9.7

9.8

9.9

9.10

9.11

9.12

9.13

9.14

9.15

9.16

9.17

9.18

9.19

9.20

9.21

BUSINESS CASEACCOUNTING: Creating a P&L Pivot Table Report

FINANCIAL: Actuals v Plan with Calculated Fields

PIVOT CHARTSInsert a Pivot Chart

Insert a Slicer with a Pivot Chart

Pivot Chart Designs

Pivot Chart Layouts

Pivot Chart Formats

Limitations of Pivot Charts & workarounds

Saving a pivot chart template

TIPSShortcuts to formatting a Pivot Chart

Link chart title to a pivot cell

Copying a second chart

Put a chart on a separate page with F11

Insert Pivot Chart straight from the data source

Paste Pivot Chart to your email as a picture

Paste Pivot Chart to PowerPoint & make live updates

Printing a Pivot Chart

Include a Sparkline with your pivot table (NEW FROM EXCEL 2010)

Charts Do´s & Don'ts

Change Chart Type with Slicers! FUN!!!

Workaround to creating an interactive Scatter graph

BUSINESS CASEACCOUNTING: P&L Pivot Table report with Graphs

FINANCIAL: Pivot Table Slicer & Chart Dashboard

8:15

6:26

3:18

1:50

3:49

4:59

5:50

1:54

1:26

1:15

0:55

0:41

0:27

0:49

1:02

1:26

1:18

1:14

2:51

8:28

2:17

8:18

15:45
























11


1010.1

10.2

10.3

10.4

10.5

10.6

10.7

10.8

10.9

10.10

10.11

10.12

10.13

10.14

10.15

10.16

10.17

1111.1

11.2

11.3

11.4

11.5

CONDITIONAL FORMATTING PIVOT TABLESIntro to conditional formatting

Highlight Cell Rules based on values

Highlight Cell Rules based on text labels

Highlight Cell Rules based on date labels

Top & Bottom Rules

Data Bars, Colour Scales & Icon Sets (NEW FROM EXCEL 2010)

TIPSFormat only cells that contain - For Bonuses

Format only Top or Bottom ranked values - Top 3 sales per year

Format values that are above or below the average - For Promotions

Use a formula to determine which cells to format

Use selected cells to format multiple fields

All cells showing values to format multiple fields

Control Conditional Formatting with Slicers

Show text in the Pivot Table Values area

Cond Format blank cells or cells

BUSINESS CASEACCOUNTING: Accounts Receivable Ageing Report Matrix

FINANCIAL: Conditionally Format your sales results

GETPIVOTDATA formulaIntro to GETPIVOTDATA

Create a custom report with GETPIVOTDATA

Reference Dates with GETPIVOTDATA

Data validation with GETPIVOTDATA

Shortfalls of GETPIVOTDATA

2:33

1:18

0:44

1:13

3:23

5:49

1:39

1:30

1:36

2:33

1:30

1:30

2:52

4:42

1:04

6:08

3:24

4:59

5:15

3:12

2:45

1:38























12


11.6

11.7

11.8

1212.1

12.2

12.3

12.4

12.5

12.6

1313.1

13.2

13.3

13.4

13.5

13.6

TIPSGrand Totals to the left of the pivot table

BUSINESS CASE

ACCOUNTING: Live forecasting with GETPIVOTDATA

FINANCIAL: Channel Analysis with GETPIVOTDATA

MACROSAdding the Developer tab & disabling macros

Record a simple macro to Refresh a pivot table

Date filter macro

Different pivot table views macro

Top 10 macro

Add macro to quick access toolbar

DATA MANAGEMENTReducing file memory by copying existing pivot table

Reducing file memory by deleting the data source

Reducing file memory by saving file as Excel Binary Workbook

Reducing file memory by keeping data source in MS Access

Compatibility Issues with Excel 2007 and Excel 2010

Sharing a Pivot Table via OneDrive

3:11

7:14

5:20

2:31

4:18

4:26

4:33

3:26

1:10

0:50

1:36

0:47

2:02

1:05

2:39
















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1414.1

14.2

14.3

14.4

14.5

14.6

14.7

14.8

14.9

BONUS VIDEOSSales Forecasting with Calculated Fields

Consolidate with a Pivot Table

Frequency distribution with a Pivot Table

Break Even Model

Several slicer custom styles for you to use

Interactive Balance Sheet Pivot Table

Monthly Sales Manager Performance Report

Reconciling vendor payments

Pivot Power Add-In to make you more efficient

4:11

3:14

2:06

2:55

1:53

12:11

4:25

2:00

4:00










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Excel Pivot Table Course Syllabus

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Transcript of Excel Pivot Table Course Syllabus