Surgent's Microsoft 365: Getting Started with Excel PivotTables and PivotCharts - Download
May 1st, 2024 - April 30th, 2025
| Member Price | $79.00 |
| Non-Member Price | $109.00 |
| If you are a member, please login to activate member pricing. | |
Credits
4Description
This course is a two-lesson advanced level course that guides you through creating, formatting, and modifying PivotTables and PivotCharts in Excel using step-by-step hands-on activities.In Lesson 1, you learn how to create a blank PivotTable; then use the Fields List to manually arrange data in the PivotTable. Next, you learn how to create a PivotTable using three additional methods-the Recommended PivotTables button, the Quick Analysis feature, and the Summarize with PivotTable button and Data Model. You learn how to format a PivotTable by applying Number formatting, changing the PivotTable layout, hiding and showing subtotals and grand totals, and applying a PivotTable style. You also learn how to refresh a PivotTable when the underlying data is changed; how to filter a PivotTable; and how to rearrange the structure of a PivotTable.In Lesson 2, you learn to create a PivotChart from a PivotTable using multiple methods-the PivotChart button, standard Excel charting buttons, and a keyboard shortcut-plus you learn how to create a PivotChart and its underlying PivotTable simultaneously. Next, you learn to format the overall PivotChart by applying a chart style and chart layout; then you learn to format individual chart elements, such as the Chart Area, Axes, and Titles using formatting task panes. Finally, you learn to modify a PivotChart by filtering it, changing its chart type/subtype, adding, removing, and repositioning its fields, and changing the underlying data's row and column orientation.Note that this course emphasizes using the traditional keyboard and mouse actions to perform tasks in Excel.Objectives
- Select different methods to create a PivotTable including the PivotTable button, Recommended PivotTables button, the Quick Analysis feature, and the Summarize with PivotTable button and Data Model
- Recognize multiple ways to format a PivotTable using a shortcut menu and buttons on the PivotTable Design tab
- Identify ways to modify a PivotTable using buttons on the PivotTable Analyze tab, a keyboard shortcut, the filtering arrows, the Fields List, slicers, and a shortcut menu
- Select different methods to create a PivotChart including the PivotChart button, standard Excel charting buttons, a keyboard shortcut, and simultaneously with the PivotTable
- Recognize multiple ways to format a PivotChart using the Chart Elements and Chart Styles buttons, buttons on the PivotChart Design and Format tabs, task panes, a shortcut menu
- Identify ways to modify a PivotChart using Pivot Field buttons, a shortcut menu, the Fields List, and buttons on the PivotChart Design tab
Major Subjects
- PivotTable button
- Recommend PivotTables button
- Quick Analysis feature
- Summarize as PivotTable button with the Data Model
- PivotTable values
- PivotTable Design tab
- Subtotals and grand totals
- PivotTable style
- PivotTable Analyze tab
- Keyboard shortcuts
- Filtering arrows
- PivotTable structure using the Fields List
- PivotTable using Slicers
- A calculated field to a PivotTable using the PivotTable Analyze tab
- Value Field Settings using a shortcut menu
- PivotChart button to create an embedded PivotChart
- Standard Excel charting buttons to create a PivotChart
- Keyboard shortcut to create a PivotChart on its own chart sheet
- PivotChart and linked PivotTable simultaneously
- Chart elements using the Chart Elements button
- Chart style and color scheme using the Chart Styles button
- Chart layout using the PivotChart Design tab
- Individual chart elements using the PivotChart Format tab
- PivotChart using the Pivot Field buttons
- Chart type and subtype using a shortcut menu
- PivotChart fields using the Fields List
- Row/column orientation using the PivotChart Design tab