This course is designed for those interested to recognize the differences between using formulas and using Pivot Tables in Excel reporting as well as the necessary skills to create and use Pivot Tables effectively. Read more.
Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing.
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About This Course
The course is presented in four parts.Â
First, the course illustrates where Pivot Tables stand in the Excel Techniques, and brings up the topic of when and when not to use a Pivot Tables.
Second, we use a business case to compare ways of reporting on huge data – Formulas vs Pivot Tables, and point out the pros and cons of Pivot Tables:
- No complex formulas needed
- Easy to drag and drop
- Drag away to remove
- Double click to drill down to details
Third, the course illustrates 6 basic and 6 intermediate maneuvers to tame the Pivot Table beast.
Last, the course explores best practices in building a Pivot Table. They include:
- Do set up Data List as Data Table
- Do put multiple Pivot Tables in multiple tabs
- Do protect sensitive info such as Salary details
- Do set up auto refresh of Pivot Tables
Prerequisites and Advanced Preparation:
- Basic Excel knowledge such as be able to open one Excel file and connect to external data files, etc.
Our Promise to You
By the end of this course, you will have learned how to efficiently use Pivot Tables.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today and learn more about Pivot Tables in Excel.
Course Curriculum
| Section 1 - Introduction | |||
| Introduction | 00:00:00 | ||
| Course Resources | 00:00:00 | ||
| Recap | 00:00:00 | ||
| Hierarchy Of Excel Techniques | 00:00:00 | ||
| Learn More About The Author | 00:00:00 | ||
| How This Course Is Different | 00:00:00 | ||
| What You Will Get From This Course | 00:00:00 | ||
| Section 2 - Pivot Tables (Gen 3) Vs Formulas (Gen 2) | |||
| Excel Reporting Challenges | 00:00:00 | ||
| Pivot Table To The Rescue | 00:00:00 | ||
| Section 3 - Basic Taming Maneuvers | |||
| Remove Row Labels And Column Labels | 00:00:00 | ||
| Sort Total Revenue Columns | 00:00:00 | ||
| Format Numbers In One Go | 00:00:00 | ||
| Show Subtotals At The Top Or Bottom | 00:00:00 | ||
| Fix Changing Column Width | 00:00:00 | ||
| Bypass Pivot Table Field Name Already Exists | 00:00:00 | ||
| Section 4 - Intermediate Taming Maneuvers | |||
| Show Percentage Of Grand Total | 00:00:00 | ||
| Insert A Blank Row | 00:00:00 | ||
| Add Customized Formulas | 00:00:00 | ||
| Group Or Ungroup Rows Or Columns | 00:00:00 | ||
| Expand Or Collapse Groups | 00:00:00 | ||
| Count Instead Of Sum | 00:00:00 | ||
| Section 5 - Best Practices Of Pivot Table | |||
| Set Up Data List As Data Table | 00:00:00 | ||
| Assign A Table Name | 00:00:00 | ||
| Put Multiple Pivot Tables In Multiple Tabs | 00:00:00 | ||
| Protect Sensitive Information | 00:00:00 | ||
| Create Your Own Pivot Table Style | 00:00:00 | ||
| Set Up Auto Refresh | 00:00:00 | ||
| Section 6 - Conclusion | |||
| Takeaways | 00:00:00 | ||
| Next Course | 00:00:00 | ||
About This Course
The course is presented in four parts.Â
First, the course illustrates where Pivot Tables stand in the Excel Techniques, and brings up the topic of when and when not to use a Pivot Tables.
Second, we use a business case to compare ways of reporting on huge data – Formulas vs Pivot Tables, and point out the pros and cons of Pivot Tables:
- No complex formulas needed
- Easy to drag and drop
- Drag away to remove
- Double click to drill down to details
Third, the course illustrates 6 basic and 6 intermediate maneuvers to tame the Pivot Table beast.
Last, the course explores best practices in building a Pivot Table. They include:
- Do set up Data List as Data Table
- Do put multiple Pivot Tables in multiple tabs
- Do protect sensitive info such as Salary details
- Do set up auto refresh of Pivot Tables
Prerequisites and Advanced Preparation:
- Basic Excel knowledge such as be able to open one Excel file and connect to external data files, etc.
Our Promise to You
By the end of this course, you will have learned how to efficiently use Pivot Tables.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today and learn more about Pivot Tables in Excel.
Course Curriculum
| Section 1 - Introduction | |||
| Introduction | 00:00:00 | ||
| Course Resources | 00:00:00 | ||
| Recap | 00:00:00 | ||
| Hierarchy Of Excel Techniques | 00:00:00 | ||
| Learn More About The Author | 00:00:00 | ||
| How This Course Is Different | 00:00:00 | ||
| What You Will Get From This Course | 00:00:00 | ||
| Section 2 - Pivot Tables (Gen 3) Vs Formulas (Gen 2) | |||
| Excel Reporting Challenges | 00:00:00 | ||
| Pivot Table To The Rescue | 00:00:00 | ||
| Section 3 - Basic Taming Maneuvers | |||
| Remove Row Labels And Column Labels | 00:00:00 | ||
| Sort Total Revenue Columns | 00:00:00 | ||
| Format Numbers In One Go | 00:00:00 | ||
| Show Subtotals At The Top Or Bottom | 00:00:00 | ||
| Fix Changing Column Width | 00:00:00 | ||
| Bypass Pivot Table Field Name Already Exists | 00:00:00 | ||
| Section 4 - Intermediate Taming Maneuvers | |||
| Show Percentage Of Grand Total | 00:00:00 | ||
| Insert A Blank Row | 00:00:00 | ||
| Add Customized Formulas | 00:00:00 | ||
| Group Or Ungroup Rows Or Columns | 00:00:00 | ||
| Expand Or Collapse Groups | 00:00:00 | ||
| Count Instead Of Sum | 00:00:00 | ||
| Section 5 - Best Practices Of Pivot Table | |||
| Set Up Data List As Data Table | 00:00:00 | ||
| Assign A Table Name | 00:00:00 | ||
| Put Multiple Pivot Tables In Multiple Tabs | 00:00:00 | ||
| Protect Sensitive Information | 00:00:00 | ||
| Create Your Own Pivot Table Style | 00:00:00 | ||
| Set Up Auto Refresh | 00:00:00 | ||
| Section 6 - Conclusion | |||
| Takeaways | 00:00:00 | ||
| Next Course | 00:00:00 | ||
Course Review
5.0
1 RatingsRelated Courses
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Excellent course!
Very impressed with Lenny’s teaching techniques and approach. It took me a little while to get familiarized with his process but in the end, I was completely satisfied with the results. I was very impressed with Lenny’s attitude, professionalism, knowledge, and experience while teaching this course. The content was very general but a most to pivot tables skills.