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Edward Falzon

This 1-hour, project-based course introduces learners to the powerful pivot table feature of most spreadsheet applications. We’ll be using Excel on the Web in this project, which is the free spreadsheet application offered by Microsoft. However, many of the concepts that you will learn in this project will be applicable to other spreadsheet programs, such as LibreOffice Calc and Google Sheets.

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This 1-hour, project-based course introduces learners to the powerful pivot table feature of most spreadsheet applications. We’ll be using Excel on the Web in this project, which is the free spreadsheet application offered by Microsoft. However, many of the concepts that you will learn in this project will be applicable to other spreadsheet programs, such as LibreOffice Calc and Google Sheets.

We will cover the following concepts in a hands-on manner:

- Introduction to the functionality of pivot tables.

- Application of pivot tables to quickly summarize large amounts of raw data in detail.

- Visualize generated data from pivot tables for accessible information at a glance using charts.

Please Note: If you don't have a free Microsoft account, you will need to create one to be able to complete the content.

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What's inside

Syllabus

Project Overview
Here you will describe what the project is about...give an overview of what the learner will achieve by completing this project. This 1-hour, project-based course introduces learners to the powerful pivot table feature of most spreadsheet applications. We’ll be using Excel on the Web in this project, which is the free spreadsheet application offered by Microsoft. However, many of the concepts that you will learn in this project will be applicable to other spreadsheet programs, such as LibreOffice Calc and Google Sheets.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Appropriate for anyone curious about the pivot table feature with spreadsheet applications
Geared toward learners with little to no experience with pivot tables who want to quickly grasp the basics
Suitable for those interested in visualizing and summarizing data for presentations and reports
Teaches foundational skills in pivot tables, making it a suitable starting point for beginners
May be limiting for advanced users seeking in-depth knowledge of pivot tables
Assumes basic computer and spreadsheet proficiency, but doesn't require extensive prior knowledge of pivot tables

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Excel for Beginners: Pivot Tables with these activities:
Follow Along with Pivot Table Video Tutorials
Supplement your learning by following along with step-by-step video tutorials that demonstrate practical applications of pivot tables.
Browse courses on Pivot Tables
Show steps
  • Search for video tutorials on specific pivot table topics.
  • Follow along with the instructions in the video, pausing to practice and experiment.
  • Take notes or create your own examples to reinforce your understanding.
Practice with Pivot Table Basics
Refresh your memory on the functions of pivot tables in Excel, before moving on to learn how to apply them to real data.
Browse courses on Pivot Tables
Show steps
  • Create a sample data set with different categories and values.
  • Insert a pivot table into a blank worksheet, choosing the appropriate data range.
  • Drag and drop fields into the Rows, Columns, and Values areas to create a basic pivot table.
Work on Excel Pivot Table Exercises
Reinforce your understanding of pivot tables by solving a set of guided exercises that cover various scenarios and techniques.
Browse courses on Pivot Tables
Show steps
  • Find and download practice exercises on creating pivot tables for different types of data.
  • Attempt to solve the exercises independently, using the knowledge gained from the course.
  • Review your answers against provided solutions or consult online forums for assistance.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Solve Pivot Table Challenges
Test and enhance your pivot table skills by solving a set of challenging problems that require critical thinking and problem-solving.
Browse courses on Pivot Tables
Show steps
  • Find online resources or textbooks that provide pivot table challenges.
  • Attempt to solve the challenges independently, using the knowledge and techniques covered in the course.
  • Check your solutions against provided answers or consult online forums for assistance.
Review a Book on Advanced Pivot Table Techniques
Expand your knowledge and learn advanced pivot table techniques by reading and reviewing a book dedicated to the subject.
Show steps
  • Acquire the book, either physically or digitally.
  • Read through the book, taking notes and highlighting key concepts.
  • Apply the techniques you've learned to your own data or practice exercises.
  • Write a review or summary of the book, sharing your insights and takeaways.
Create a Pivot Table Tutorial Video
Solidify your knowledge by creating a video tutorial that explains the concepts and steps involved in using pivot tables effectively.
Browse courses on Pivot Tables
Show steps
  • Choose a specific aspect of pivot tables to focus on, such as creating calculated fields.
  • Plan the structure and content of your video, including a clear introduction, step-by-step instructions, and a conclusion.
  • Record your video using screencasting software, clearly demonstrating the steps and providing explanations as you go.
  • Edit and refine your video, adding annotations, captions, and music if necessary.
  • Share your video on platforms like YouTube or Vimeo, inviting feedback from peers or instructors.
Develop a Pivot Table-Based Data Analysis Project
Apply your pivot table skills to a real-world scenario by developing a data analysis project that utilizes pivot tables to summarize, analyze, and present datainsights.
Browse courses on Pivot Tables
Show steps
  • Identify a dataset or problem that can be addressed using pivot tables.
  • Create a plan for your project, including the data to be used, the pivot table structure, and the key insights to be presented.
  • Develop and refine your pivot table solution, ensuring accuracy and clarity.
  • Prepare a presentation or report that effectively communicates your findings and insights.

Career center

Learners who complete Excel for Beginners: Pivot Tables will develop knowledge and skills that may be useful to these careers:
Management Consultant
A Management Consultant helps businesses improve their performance by providing advice and recommendations. This course would be useful for a Management Consultant because it teaches how to use pivot tables to summarize and visualize business data, which is a valuable skill in this field.
Data Scientist
A Data Scientist uses data to build models and solve problems. This course would be useful for a Data Scientist because it teaches how to use pivot tables to summarize and visualize data, which is a valuable skill in this field.
Business Analyst
A Business Analyst uses data and analysis to identify and solve business problems. This course would be useful for a Business Analyst because it teaches how to use pivot tables to summarize and visualize business data, which is a valuable skill in this field.
Statistician
A Statistician collects, analyzes, and interprets data to help businesses make better decisions. This course would be useful for a Statistician because it teaches how to use pivot tables to summarize and visualize data, which is a valuable skill in this field.
Data Analyst
A Data Analyst collects, cleans, and interprets data to help businesses make better decisions. This course would be useful for a Data Analyst because it teaches how to use pivot tables to summarize and visualize large amounts of data, which is a valuable skill in this field.
Financial Analyst
A Financial Analyst uses financial data to make investment recommendations and provide financial advice. This course would be useful for a Financial Analyst because it teaches how to use pivot tables to summarize and visualize financial data, which is a valuable skill in this field.
Data Engineer
A Data Engineer builds and maintains data pipelines and infrastructure. This course would be useful for a Data Engineer because it teaches how to use pivot tables to summarize and visualize data, which is a valuable skill in this field.
Actuary
An Actuary uses data to assess and manage risk. This course would be useful for an Actuary because it teaches how to use pivot tables to summarize and visualize data, which is a valuable skill in this field.
Portfolio Manager
A Portfolio Manager manages investments for individuals and institutions. This course would be useful for a Portfolio Manager because it teaches how to use pivot tables to summarize and visualize investment data, which is a valuable skill in this field.
Risk Manager
A Risk Manager assesses and manages risk for businesses and organizations. This course would be useful for a Risk Manager because it teaches how to use pivot tables to summarize and visualize data, which is a valuable skill in this field.
Financial Planner
A Financial Planner helps individuals and families plan for their financial future. This course would be useful for a Financial Planner because it teaches how to use pivot tables to summarize and visualize financial data, which is a valuable skill in this field.
Auditor
An Auditor examines financial records and reports to ensure that they are accurate and complete. This course would be useful for an Auditor because it teaches how to use pivot tables to summarize and visualize financial data, which is a valuable skill in this field.
Market Researcher
A Market Researcher gathers and analyzes data about markets and customers to help businesses make better decisions. This course would be useful for a Market Researcher because it teaches how to use pivot tables to summarize and visualize market data, which is a valuable skill in this field.
Compliance Officer
A Compliance Officer ensures that businesses and organizations comply with laws and regulations. This course would be useful for a Compliance Officer because it teaches how to use pivot tables to summarize and visualize data, which is a valuable skill in this field.
Investment Analyst
An Investment Analyst analyzes stocks, bonds, and other investments to make recommendations to investors. This course would be useful for an Investment Analyst because it teaches how to use pivot tables to summarize and visualize investment data, which is a valuable skill in this field.

Reading list

We've selected eight books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Excel for Beginners: Pivot Tables.
While more advanced than the other books listed, it provides a deep dive into the power of PivotTables and includes many real-world examples. It is an excellent resource for those who want to become proficient using PivotTables.
Provides a comprehensive overview of the usage of the PivotTables feature in Excel. It valuable reference for understanding the ins and outs of the feature and how to leverage it effectively.
Provides a detailed overview of PivotTables and PivotCharts in Excel. It valuable resource for those who want to develop a strong understanding of the feature and how to use it effectively.
Covers both PivotTables and Excel charts, providing a comprehensive overview of data visualization in Excel. It great resource for those who want to learn how to use PivotTables and PivotCharts to create visually appealing and informative reports.
While more advanced than the other books listed, it provides a good overview of Power Pivot and Power BI, which are powerful tools for data analysis and reporting. It valuable resource for those who want to learn how to take their data analysis skills to the next level.
This step-by-step guide covers everything from the basics of PivotTables and PivotCharts to more advanced techniques. It great resource for those who want to learn how to use the feature to its full potential.
Provides a beginner-friendly introduction to PivotTables and PivotCharts in Excel. It good resource for those who are new to the feature and want to learn how to use it to create interactive and informative reports.
This user-friendly guide covers the basics of using PivotTables and PivotCharts in Excel. It good resource for beginners who are looking to quickly get up to speed with the feature.

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