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Pivot Tables for Beginners

This beginner course is aimed at people who never used Pivot Tables before, and for those who have a rough knowledge of Pivot Tables but would like to expand their Excel skills.

Created bySimon Sez ITworkspace_premiumBest Instructor
BeginnerUpdated Oct 12, 2021
Pivot Tables for Beginners

What You'll Learn

  • check_circleHow to Clean and Prepare your Data
  • check_circleHow to create a Basic Pivot Table
  • check_circleHow to use the Pivot Table Fields pane
  • check_circleHow to Add Fields and Pivoting the Fields
  • check_circleHow to Format Numbers in Pivot Table
  • check_circleWhat are the different ways to Summarize Data
  • check_circleHow to Group Pivot Table Data
  • check_circleHow to use Multiple Fields and Dimension
  • check_circleWhat are the Methods of Aggregation
  • check_circleHow to Choose and Lock the Report Layout
  • check_circleHow to apply Pivot Table Styles
  • check_circleHow to Sort Data and use Filters
  • check_circleHow to create Pivot Charts based on Pivot Table data
  • check_circleHow to Select the right Chart for your data
  • check_circleHow to apply Conditional Formatting
  • check_circleHow to add Slicers and Timelines to your dashboards
  • check_circleHow to Add New Data to the original source dataset
  • check_circleHow to Update Pivot Tables and Charts

About This Course

We all need to analyze data these days since we live in a very data-driven world. Data is so important when it comes to understanding your business, looking for trends, or forecasting future business needs. Because there is a lot of importance placed on data analysis, it is important that you have the relevant skills to analyze data effectively.

Pivot Tables is an essential Excel skill for jobs that involve analyzing and visualizing large amounts of data. Pivot Tables are an interactive way of quickly summarizing large amounts of data by grouping and aggregating sets of data and lets you analyze data in a clear and effective way.

This course will discuss the importance of cleaning your data before you can create your first Pivot Table. You will also learn how to create Pivot Charts and how to format your Pivot Tables and Charts.

This beginner course is aimed at people who never used Pivot Tables before and would like to get started but is also helpful for those who have a rough knowledge of Pivot Tables but would like to expand their Excel skills. This course includes downloadable excel data files that the instructor uses in the tutorial so you can follow along.

Course Content

14 activities • 64 videos • duration: 5h 33m

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Introduction-Part12 videos • 1 quiz • 11 min
  • videocamCourse Introduction
    Duration 5:11
  • videocamWhat are Pivot Tables and why are they useful?
    Duration 6:12
  • quizReview Questions
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Preparing Data for Analysis-Part112 videos • 1 quiz • 1.2 hours
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The Importance of Excel Tables-Part13 videos • 1 quiz • 16 min
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Creating a Basic Pivot Table Report-Part17 videos • 1 quiz • 31 min
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Aggregation and Grouping-Part14 videos • 1 quiz • 22 min
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Formatting Values-Part13 videos • 1 quiz • 11 min
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Layout Options-Part14 videos • 1 quiz • 13 min
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Formatting Pivot Tables-Part14 videos • 1 quiz • 17 min
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Sorting and Filtering-Part14 videos • 1 quiz • 21 min
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Creating Pivot Charts-Part17 videos • 1 quiz • 59 min
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Formatting Pivot Charts-Part15 videos • 1 quiz • 27 min
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Applying Conditional Formatting-Part15 videos • 1 quiz • 19 min
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Updating Pivot Tables and Pivot Charts-Part13 videos • 1 quiz • 5 min
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Course Close and Next Steps-Part11 videos • 1 min

Your Instructor

Simon Sez IT

Since 2008, we've taught 2 million learners in over 190 countries, with 200+ courses

menu_book151 courses
star9,307 reviews

Since its formation in 2008, Simon Sez IT has been educating learners with one goal in mind: to make business and technical software simple to learn. The company extensive library of over 10,000 videos across more than 200 courses delivers comprehensive training for the most popular software applications used by professionals worldwide. Courses include training in everyday IT applications, from Microsoft suite of office productivity tools to more niche applications such as QuickBooks, Power BI and many more. Aimed at every level of proficiency, Simon Sez IT courses are designed to give learners the ability to quickly evolve from beginner to advanced, or to drop in at their relevant level and acquire new skills to continue in their development path. Simon Sez IT subject matter experts bring knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply new knowledge and master learning goals. More than two million learners have relied on Simon Sez IT for its quality and engaging coursework. Student feedback is consistently ranked among the best in the industry, with particular emphasis on the quality, detail and delivery of the course materials. Many indicate that upon completion of a course, they are more confident and proficient in their area of study, and their skills have helped them progress in their careers.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.6 out of 5
Student's Choice
174 reviews
  • RR
    Rodney R.
    starstarstarstarstar

    Excellent - will keep as reference

  • BN
    Brandon N.
    starstarstarstarstar

    Very good course. Deb explain things clearly and easily

  • CE
    Corey E.
    starstarstarstarstar

    Alot of great information in this course!

  • RZ
    Ron Z.
    starstarstarstarstar

    The power unleashed!

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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