You will learn to work with a pivot table and learn about the possibilities of creating dashboards with their use.

What you will learn

How to efficiently analyze data in Excel

How to prepare data for work with a pivot table

How to filter data

How to create dashboards with the use of pivot tables

Description

With a pivot table, or colloquially “pivot”. It is a mechanism with which you can quickly create automated, interactive, functional reports in Excel and design them graphically in a dashboard. Since there are millions of “pivots” in the world every day since 1994, I believe pivot table is the most important functionality of Excel and the best data analysis tool ever.

7 benefits of pivot tables

Speed

It will take you a few seconds to insert and analyze the data in a PivotTable

Flexibility

Changing the layout of a PivotTable is just a few clicks away

Ease of use

every user understands the mechanism of action

Automation


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a pivot table is the easiest way to get automatic reports

Interactivity

Thanks to slicers, you can easily add data filtering to the report

Data visualization

the pivot chart is your new friend

Binding to Power Query and Power Pivot

You can insert the report directly on the data, but you will achieve even better results by inserting a PivotTable on a Power Query query or a data model designed in Power Pivot.

To make it easier for you to learn about this functionality, I have prepared a free course in which I describe the pivot table mechanism from A to Z. The course consists only of practical exercises in which I share my many years of experience in working with a pivot table and show various tricks. Thanks to it, you will quickly learn to work with a pivot table and learn about the possibilities of creating dashboards with their use.

English
language

Content

9.Designing a dashboard on a pivot table – Sales vs Plan

9.1.Dashboard part 1 – Sales execution
9.2.Dashboard part 2 – Implementation of the plan as a counter
9.3.Dashboard part 3 – Implementation of the plan after years
9.4.Dashboard part 4 – Deviation from plan
9.5.Dashboard part 5 – Filtering

10.Slicers and filtering

Lekcja 10.1 Text slicer
10.2.Calendar filter From-To
10.3.Slicer Financial year
10.4.Year and month slicer
10.5.Slicer The Last Day
10.6.Slicer The week of the year

11.Advanced calculations in a pivot table

11.1Number of unique items
11.2.Counter in the box computing
11.3.Computing element
11.4.Calculated item on dates
11.5.The formula of GETTING DATA
11.6.Sales vs Purpose as RECEIVED TABLE
11.7.Changing the aggregation of the subtotal
11.8.Product
11.9.Standard Deviation and Variance
11.10.Counting
11.11.Selecting a measure from the list – independent exercise

12. Advanced Pivot Charts

12.1.Histogram in a column-line plot
12.2.Conditional formatting
12.3.Calendar heat map
12.4.Cyclical chart
12.5.Gantt chart
12.6.The reference line remains constant
12.7.TOP 5 vs Others on the pie chart
12.8.Cohort analysis
12.9.Scatter plot
12.10.Maps