Getting started with PivotTables in Excel

PivotTables are one of Excel's most powerful features. PivotTables quickly analyze and summarize complex data. In this LIVE session with Chris Menard, you will learn how to create a PivotTable, use PivotTable fields, work with subtotals and grand totals, and create PivotCharts. We will create over 6 PivotTables in this Getting Started with PivotTables session. We will work with text, numbers, and date data types in our PivotTables. Chapters: 00:00 Intro screen 02:20 Chris Menard intro 02:45 What is a PivotTable? 03:00 PivotTable 1 - Sum, Average, and Max 07:47 PivotTable 2 - Change layout 11:20 Two Contextual tabs for PivotTables 12:10 Subtotals 13:20 Grand Totals 14:25 Report Layout - Compact, Outline, Tabular 15:41 Blank Rows in a PivotTable 16:10 Styles 17:05 PivotTable 3 - using Filters area 18:33 PivotTable 4 - Using Dates 20:45 Group fields for dates 22:50 Create a Table 24:22 PivotTable 5 25:45 Show Report Filter Pages #chrismenardtraining #pivottables #exceltraining POPULAR PIVOTTABLE VIDEOS ✅Excel - PivotTable: Show Report Filter Pages - create many PivotTables at one time by Chris Menard https://www.youtube.com/watch?v=PaBcC1Q0nBI Excel has a great feature that allows you to create multiple PivotTables from one PivotTable. It is called "Show Report Filter Pages." To use this feature, you must use the Filter area in a PivotTable. The field you want to drag to the Filter area of the PivotTable is the field you wish to create many PivotTables. As an example, if you want each Sales Rep to have their own PivotTable report, and you have a field called Sales Rep, you would drag the Sales Rep to the filter area. You need two other fields. Most likely, one is in the row area, and the other field, usually numeric, is in the values areas. Here is a screenshot of how it would look. ✅Excel Year-Over-Year and Period-Over-Period Analysis with PivotTables https://www.youtube.com/watch?v=WGTy6GKcB3Y In Excel, you can do Period-over-Period (POP) analysis and Year-over-Year (YOY) analysis. Year-over-Year analysis will compare the selected period to the same period last year. For example, comparing August of the current year to August of the previous year. YOY can be weeks, months, quarters, or years. Period-over-Period will compare the selected period to the preceding period. For example, August of the current year to July of the current year. ✅PivotTables - group dates and create a Running Total by Chris Menard https://www.youtube.com/watch?v=wOSM9KtY1Eo We frequently group by dates: Invoice date, purchase order date, hire date, and many other date fields. Excel does a great job of grouping by dates in a PivotTable. You can group by year, quarter, month, and day. Excel has a group called "Group." To activate the group, click on a date, and select either group or ungroup. ☝About Chris Menard Chris Menard, a Microsoft Certified Trainer (MCT), and works full-time as a Trainer at BakerHostetler, a leading national law firm with offices in 17 cities. Menard is a skilled and experienced educator. With over two decades of training experience and a deep understanding of Microsoft 365, G-Suite, and eLearning, he is a sought-after speaker for organizations such as the Georgia Society of CPAs and the University of Georgia. Chris’ impact extends beyond the lecture hall, with his popular YouTube channel boasting over 900 technology tutorials with a combined 15 million views. He has recently developed an engaging 3-hour online Teams training course open to the public. When not training and educating, Chris enjoys traveling and spending time with his family. 🌏Chris Menard's Website https://chrismenardtraining.com