Data Analysis With Excel Pivot Tables

Tags: Excel , Pivot Tables , Excel Dashboard

Master Excel pivots & learn data analysis w/ advanced Excel cases from a top Excel & business intelligence instructor

Last updated 2022-01-10 | 4.6

- Take your data analysis skills from ZERO to PRO with Excel Pivot Tables
- Learn how to use Pivot Tables and Pivot Charts to streamline and absolutely revolutionize your workflow in Excel
- Master unique Pivot Table tips
- tools and case studies that you won't find in ANY other course
- guaranteed

What you'll learn

Take your data analysis skills from ZERO to PRO with Excel Pivot Tables

Learn how to use Pivot Tables and Pivot Charts to streamline and absolutely revolutionize your workflow in Excel

Master unique Pivot Table tips

tools and case studies that you won't find in ANY other course

guaranteed

Explore fun

interactive

and highly effective lessons from a best-selling Excel instructor

Get LIFETIME access to project files

quizzes

homework exercises

and 1-on-1 expert support

Test your skills with 10 real-world Pivot Table case studies (weather

shark attacks

wine tastings

burrito ratings

and more!)

* Requirements

* Microsoft Excel 2010-2019 or Office 365 (ideally for PC/Windows)
* Mac users are welcome
* but note that the Pivot Table interface varies across platforms
* Basic experience with Excel functionality (charts & formulas a plus!)

Description

Excel Pivot Tables are an absolutely essential tool for anyone working with data in Excel.

Pivots allow you to quickly explore and analyze raw data in Excel, revealing powerful insights and trends otherwise buried in the noise. In other words, they give you answers. Whether you're exploring product sales, analyzing which marketing tactics drove the strongest conversion rates, or wondering how condo prices have trended over the past 10 years, Excel Pivot Tables provide fast, accurate and intuitive solutions to even the most complicated analytics questions.

This course gives you a deep, 100% comprehensive understanding of Excel Pivot Tables and Excel Pivot Charts. I'll show you when, why, and how to use Excel Pivot Tables, introduce advanced sorting, filtering, and calculation tools, and guide you through interactive, hands-on demos and Excel exercises every step of the way.

We'll start by covering everything you need to know to get up and running with Excel Pivot Tables, including:

Raw data structure in Excel
Pivot Table layouts & styles
Design & formatting options
Sorting, filtering, & grouping tools
Calculated fields, items & values
Pivot Charts, slicers & timelines
Interactive Excel dashboards

We'll then explore and analyze Excel datasets from a number of real-world case studies, including:

San Diego burrito ratings
Shark attack records from 1900-2016
Facebook Post data from Spartan Race
Major League Baseball team statistics
San Francisco employee salaries
Daily stock market data
IMDb movie ratings
Apple Store mobile app ratings
Wine ratings and descriptions

Whether you're looking for a quick Excel Pivot Table primer, trying to diversify your Excel skill set, or hoping to step up your analytics game in a major way, you've come to the right place. In today's increasingly data-driven world, analytics skills are in short supply and incredibly high demand, and those with the ability to transform data into insight are leading the charge. Enroll today and start your journey to becoming an Excel analytics pro!

See you there!

-Chris (Founder, Maven Analytics)

__________

Looking for the full business intelligence stack? Search for "Maven Analytics" to browse our full course library, including Excel, Power BI, MySQL, and Tableau courses!

Hear why this is one of the TOP-RATED Excel courses on Udemy, and the #1 Excel Pivot Table course:

"This is a great Excel course. You can feel confident putting these skills on your resume, and the lectures are in-depth and easy to follow. I would highly recommend this course to anyone who wants to not just LEARN Excel Pivot Tables, but become a true Pivot Table EXPERT"

-Monique C.

"Chris provides clear, detailed explanations and shows how to use Excel Pivot Tables to extract hidden details and facts using raw, real-life data sets in Excel. The quizzes and homework reinforce the lessons and the course layout makes it easy to go back to sections that need revision. This course is exactly what I was looking for to master Excel Pivot Tables. Thanks, Chris!"

-Paul M.

"One of the very best Excel classes I've taken - great instructor, awesome production, very comprehensive and exceptionally useful. I have added other Excel and Pivot Table courses from Chris & Maven Analytics and look forward to viewing them as well."

-Ernie A.

*NOTE: Full course includes downloadable resources and Excel project files, homework and course quizzes, lifetime access and a 30-day money-back guarantee. Most lectures compatible with Excel 2007, Excel 2010, Excel 2013, Excel 2016, Excel 2019 or Office 365.

Who this course is for:

ANYONE who works with Excel on a regular basis (even if you've never used a Pivot Table!)
Excel users who have basic skills but would like to become more proficient in data exploration and analysis
Students looking for a comprehensive, engaging, and highly interactive approach to training
Anyone looking to pursue a career in data analysis or business intelligence

Course content

8 sections • 95 lectures

Getting Started 5 lectures

Course Structure & Outline Preview 03:26

In this lecture we'll get familiar with the course materials and curriculum, including core topic areas, downloadable resources, homework exercises and quizzes.

READ ME: Important Notes for New Students Preview 02:13

DOWNLOAD: Course Resources Preview 00:19

Getting to Know the IMDb Movie Database Preview 02:21

In this lecture I'll introduce you to the IMDb Movie Database, which we'll be working with through the first several sections of the course.

Setting Expectations Preview 01:14

In this lecture, I'll outline some key assumptions and expectations to keep in mind before diving in.

Excel Pivot Table 101 14 lectures

Why Pivot Tables? Preview 04:10

Learn how PivotTables are used, and why they are one of the most powerful and versatile tools for analyzing and exploring raw data in Excel.

Structuring Source Data for Analysis in Excel Preview 02:00

A Pivot Table is only as strong as the data behind it. Let's take a few minutes to talk about some key DO's and DON'Ts of preparing raw data for analysis using Excel Pivot Tables.

Creating Your First Pivot Table Preview 03:13

In this lecture we'll explore a few different ways to easily insert PivotTables in Excel.

IMPORTANT: Add to Data Model Preview 00:29

Navigating the Pivot Table Field List Preview 07:43

When you analyze data with a PivotTable, think of yourself as a pilot and the Field List as your cockpit. In this lecture, we'll learn how to use the field list to slice, dice, and filter our data in Excel with ease.

KNOWLEDGE CHECK: Manipulating the Pivot Table Field List Preview 00:28

Exploring Pivot Table Analyze & Design Options Preview 01:33

In this lecture, we'll review some of the tools available in the Excel PivotTable "Analyze" and "Design" tabs, including slicers and timelines, calculated fields, PivotCharts and table styles.

Selecting, Clearing, Moving & Copying Pivot Tables Preview 05:14

Learn how to clear, select, move and copy Excel PivotTables using options from the "Analyze" tab.

Refreshing & Updating Pivot Tables Preview 07:30

Learn how easy it is to refresh and update PivotTables as your source data changes, and understand the difference between changes made within or outside of your Excel source data range.

PRO TIP: Dealing with Growing Source Data Preview 06:49

Learn how to use Excel tables or column-only PivotTable source references to deal with data that consistently grows over time.

Removing & Reviving Data from the Pivot Table Cache Preview 05:41

In this lecture I'll explain the purpose of Excel's PivotTable cache, describe how it can be used to reduce file sizes by storing data in memory, and demonstrate how to revive source data from cache using the "show details" option.

PRO TIP: How Excel Pivot Tables ACTUALLY Work Preview 03:39

For those looking to dig a bit deeper, this lecture demonstrates how PivotTable values are actually calculated and displayed based on your table layout.

QUIZ: Excel Pivot Table 101

HOMEWORK: Excel Pivot Table 101 Preview 01:08

Formatting Data with Pivot Tables 10 lectures

Changing Pivot Table Number Formats Preview 02:12

In this lecture, we'll discuss a few different ways to customize number formats in Excel PivotTables (dates, currency, percentages, etc.)

PRO TIP: Formatting Empty Pivot Table Cells Preview 01:41

Learn how to adjust your PivotTable settings to apply a default value to blank cells.

Configuring Pivot Table Layouts & Styles Preview 05:30

There are several options when it comes to Excel PivotTable report layouts, and a number of ways to customize the look and feel. In this lecture, we'll review these options and discuss the pros and cons of each.

PRO TIP: Using Tabular Pivot Tables to Create New Source Data Preview 02:20

PivotTables can be an incredibly useful tool for creating brand new tables from existing source data in Excel, whether you want to aggregate your data at a different level of granularity, eliminate certain fields, or add new calculated metrics. This lecture demonstrates how this can be done using specific table layouts and design tools.

Customizing Pivot Table Headers & Labels Preview 01:16

In this lecture, we'll learn how to change and customize labels and headers in Excel pivots.

Applying Basic Conditional Formats to Pivot Tables Preview 06:51

In this lecture, we'll demonstrate how to use Excel's conditional formatting tools (like color scales and icon sets) to visualize patterns in your data and draw attention to notable trends within your PivotTable.

PRO TIP: Adding Data Bars with Invisible Text Preview 02:13

In this lecture I'll show you how to hide text to prevent it from overlapping with data bars, using a custom Excel formatting rule.

Applying Advanced Conditional Formats to Pivot Tables Preview 06:51

In this lecture I'll show you how to change the scope of your conditional formatting rules to customize how they react to changes in your Excel PivotTable layout.

QUIZ: Excel Pivot Table Formatting

HOMEWORK: Excel Pivot Table Formatting Preview 00:51

Sorting, Filtering & Grouping Data with Pivot Tables 12 lectures

Sorting Data with Pivot Tables Preview 05:01

In this lecture, we'll review basic Excel PivotTable sorting options, including manual, alphabetical and value-based sorting.

PRO TIP: Fixing Incorrect Alphabetical Sorting Preview 02:01

In this lecture, we'll explore cases where sorting may give unexpected results due to Excel's deafult "custom lists".

Filtering Data with Pivot Table Label & Selection Filters Preview 08:15

Label filters allow you to include or exclude items using text-based criteria (i.e. begins with, ends with, contains, does not contain, etc). This lecture demonstrates several ways to use these label filters in your Excel PivotTable views.

PRO TIP: Pivot Table Label Filters with Wildcards Preview 03:15

Wildcards allow you to create more complex and flexible label filters within Excel PivotTables. In this lecture we'll practice using two variations of these wilcards: the asterisk (*) and question mark (?).

Filtering Data with Pivot Table Value Filters Preview 03:10

Value filters allow you to include or exclude items using numerical or value-based criteria (i.e. greater than, less than, equal to, etc). This lecture demonstrates several ways to use these value filters in your Excel PivotTable views.

PRO TIP: Enabling Multiple Pivot Table Filters Preview 02:42

Learn how to adjust Excel PivotTable settings to allow you to apply multiple filters (label + value) to the same field.

Grouping & Segmenting Data with Pivot Tables Preview 03:23

Grouping options allow you to combine or aggregate data however you choose. In this lecture we'll walk through some of Excel's most common automatic and manual grouping techniques.

PRO TIP: Enabling & Disabling Automatic Date Grouping Preview 04:25

In this demonstration we'll show how daily data can be automatically grouped in Excel to summarize data by month, quarter, year, etc.

Filtering Data with Pivot Table Slicers & Timelines Preview 04:51

In this lecture, we'll practice using Excel slicers and timelines to add visual filtering tools to a PivotTable.

Breaking Out Pivot Table Report Filter Pages Preview 04:13

If you need to generate multiple copies of a PivotTable view with different filter settings (i.e. a view of product sales for each region or country), the "Report Filter Pages" option is a lifesaver. In this lecture, we'll see how this tool can be used to instantly break out multiple views into their own Excel worksheets.

QUIZ: Sorting, Filtering & Grouping Data with Excel Pivot Tables

HOMEWORK: Sorting, Filtering & Grouping Data with Excel Pivot Tables Preview 00:56

Enriching Data with Pivot Table Calculated Values & Fields 18 lectures

Aggregating & Summarizing Data with Pivot Tables Preview 04:45

In this lecture, we'll explore different ways to summarize values within Excel PivotTables, including Sum, Count, Average, Max, Min and more.

PRO TIP: Avoiding the Pivot Table "Count Of" Trap Preview 03:49

In this demo, we'll talk about the difference between "Sum Of" and "Count of", and why Excel PivotTables sometimes default to counting values instead of summing them.

Defining Value Calculations with Pivot Tables Preview 03:35

One of the most powerful PivotTable features is the ability to display values in multiple ways. This lecture introduces some of Excel's most common and powerful options, including % of Column, % of Parent, Difference From, Running Total, and more.

Calculating Pivot Table Values: % of Column/Row Preview 03:47

In this lecture, we'll practice using "% of Column" and "% of Row" value calculations in our Excel PivotTable.

Calculating Pivot Table Values: % of Parent Preview 03:02

In this lecture, we'll practice using "% of Parent" value calculations in our Excel PivotTable.

Calculating Pivot Table Values: Difference From Preview 04:42

In this lecture, we'll practice using "Difference From" and "% Difference From" value calculations in our Excel PivotTable.

Calculating Pivot Table Values: Running Total Preview 02:44

In this lecture, we'll practice using "Running Total" and "% Running Total" value calculations in our Excel PivotTable.

Calculating Pivot Table Values: Rank Preview 02:36

In this lecture, we'll practice using "Rank" value calculations in our Excel PivotTable.

Calculating Pivot Table Values: Index Preview 08:06

In this demo, we'll transform PivotTable values into index numbers and explain how the approach can be used as a powerful analytical tool in Excel.

KNOWLEDGE CHECK: Pivot Table Value Calculations Preview 00:20

Defining Calculated Fields with Pivot Tables Preview 06:30

Calculated fields are one of the most powerful PivotTable tools. In this lecture we'll explore some common ways to create new values and calculations in Excel based on existing PivotTable fields.

Creating Calculated Fields in Pivot Tables vs. Source Data Preview 04:32

In this demo, we'll see why you should always create calculated "rate" metrics in your Excel PivotTable, as opposed to your raw data range.

PRO TIP: Pivot Table Calculations Using Count Columns (Part 1) Preview 07:20

In this lecture we'll demonstrate how adding a simple "Counting Column" in your raw Excel data can enable powerful PivotTable calculations and analysis tools.

PRO TIP: Pivot Table Calculations Using Count Columns (Part 2) Preview 04:19

In this lecture we'll explore a second example of using a "Counting Column" in the raw data to enable more complicated calculated fields in Excel.

Inserting Pivot Table Calculated Items (USE WITH CAUTION!) Preview 06:11

Calculated items are essentially the text equivalent of calculated fields. In this lecture we'll explore why (and why NOT) to use calculated items in your Excel PivotTables.

Generating Solve Order & List Formulas Reports Preview 04:54

In this lecture, we'll demonstrate how to customize the solve order for fields that are part of multiple calculations within an Excel PivotTable.

QUIZ: Enriching Data with Pivot Table Calculated Values & Fields

HOMEWORK: Enriching Data with Pivot Table Calculated Values & Fields Preview 01:19

Visualizing Data with Excel Pivot Charts 13 lectures

Intro to Excel Pivot Charts Preview 02:26

In this lecture, we'll introduce some of the pros and cons of using Excel Pivot Charts for data analysis.

Pivot Chart Demo: Column Chart Preview 04:13

In this lecture, we'll practice creating an Excel Pivot Chart in the form of a Clustered Column chart.

Pivot Chart Demo: Pie & Donut Charts Preview 05:46

In this lecture, we'll practice creating an Excel Pivot Chart in the form of a Pie or Donut chart.

Pivot Chart Demo: Clustered Bar Chart Preview 03:25

In this lecture, we'll practice creating an Excel Pivot Chart in the form of a Clustered Bar chart.

PRO TIP: Preventing Charts from Resizing with Cells Preview 04:45

In this lecture, I'll explain how to prevent Excel charts from resizing and distorting when the underlying rows or columns are changed.

Changing Pivot Chart Types Preview 03:18

Changing Excel Pivot Chart types is incredibly easy. In this lecture, we'll practice modifying our charts using the Pivot Chart Design tools.

Pivot Chart Demo: Stacked Area Chart Preview 05:46

In this lecture, we'll practice creating an Excel Pivot Chart in the form of a Stacked Area chart.

Customizing Pivot Chart Layouts & Styles Preview 04:03

In this lecture we'll practice customizes the look and feel of Excel Pivot Charts using layout and style options.

Moving Pivot Charts to New Excel Worksheets Preview 02:09

In this lecture I'll demonstrate the pros and cons of moving an Excel Pivot Chart to its own separate worksheet.

Applying Slicers & Timelines to Multiple Pivot Charts Preview 05:01

In this lecture, we'll practice inserting slicers and timelines and applying them to multiple Pivot Tables and Pivot Charts in Excel.

Building Dynamic Dashboards with Pivot Tables & Pivot Charts Preview 13:22

In this demo, we'll practice building a dynamic Excel dashboard using Pivot Charts, slicers and timelines.

QUIZ: Visualizing Data with Excel Pivot Charts

HOMEWORK: Visualizing Data with Excel Pivot Charts Preview 01:05

Excel Pivot Table Case Studies 22 lectures

Setting Expectations Preview 01:45

In this lecture, I'll introduce the Case Study section of the course and lay out some expectations before we dive in.

DOWNLOAD: Case Study Resources Preview 00:10

Pivot Table Demo: Analyzing U.S. Voter Demographics Preview 10:33

In this Excel PivotTable case study we'll explore U.S. Census Bureau data from the 2012 presidential election, including population and registered voter counts broken down by state and age group.

HOMEWORK: Analyzing U.S. Voter Demographics Preview 00:43

Pivot Table Demo: Analyzing San Francisco Salary Data Preview 13:06

In this Excel PivotTable case study we'll review salary information for government employees in San Francisco, including employee names and titles as well as base and overtime pay from 2011-2013.

HOMEWORK: Analyzing San Francisco Salary Data Preview 00:40

Pivot Table Demo: Exploring Shark Attack Records Preview 10:31

In this Excel PivotTable case study we'll explore recorded shark attack records from 1900-2016. Dimensions include the date and location of the attack, victim demographics and activity, shark species, and whether or not the attack was provoked.

HOMEWORK: Exploring Shark Attack Records Preview 00:54

Pivot Table Demo: Analyzing Stock Market Data Preview 12:25

In this Excel PivotTable case study we'll explore a 3-month sample of US stock market data, including Open, High, Low and Close prices as well as trading volume for 500 individual stocks.

HOMEWORK: Analyzing Stock Market Data Preview 00:34

Pivot Table Demo: Analyzing Major League Baseball Teams Preview 14:16

In this Excel PivotTable case study we'll take a look at Major League Baseball team statistics from 1995-2015, including games played, wins, losses and post-season results, along with hitting and pitching statistics (R, HR, RBI, ERA, etc).

HOMEWORK: Analyzing Major League Baseball Teams Preview 00:55

Pivot Table Demo: Exploring San Diego Burrito Ratings Preview 16:40

In this Excel PivotTable case study we'll explore customer-submitted burrito ratings from a number of Mexican restaurants in San Diego. Data includes the burrito and restaurant name as well as 0-5 ratings based on tortilla quality, temperature, meat volume, uniformity, synergy, and more.

HOMEWORK: Exploring San Diego Burrito Ratings Preview 00:43

Pivot Table Demo: Tracking Daily Weather Conditions Preview 12:41

In this Excel PivotTable case study we'll analyze daily weather conditions for Jan-Dec 2016, including max, min, and mean temperature, wind speed, total precipitation and weather conditions.

HOMEWORK: Tracking Daily Weather Conditions Preview 00:40

Pivot Table Demo: Analyzing Spartan Race Facebook Posts Preview 14:37

In this Excel PivotTable case study we'll analyze actual post-level Facebook data from Spartan Race. Data includes the date and time of the post, post type and copy, and number of engagements (likes, comments, shares, etc).

HOMEWORK: Analyzing Spartan Race Facebook Posts Preview 00:39

Pivot Table Demo: Analyzing Apple App Store Data Preview 18:39

In this Excel PivotTable case study we'll explore ratings, prices, and common attributes of 7,000+ mobile apps available in the Apple App Store.

HOMEWORK: Analyzing Apple App Store Data Preview 01:17

Pivot Table Demo: Analyzing Wine Tasting Scores Preview 17:13

In this Excel PivotTable case study we'll analyze information from 130,000+ wine tastings, including average point ratings, prices, and written reviews.