Leila Gharani – Excel Pivot Table Essentials – Basics to Mastery

Description

Leila Gharani – Excel Pivot Table Essentials – Basics to Mastery

An online course that guides you step-by-step, so you can easily organize, analyze, and create impressive reports with confidence.

Stop manually sorting and filtering your spreadsheets.

Even forget about writing complicated formulas.

This course will teach you to use Excel Pivot Tables to quickly summarize data and find trends.

You’ll be able to create engaging dashboards that update with ONE click.

The course is suitable for beginners, as well as heavy Excel users.

Mastering advanced Pivot Table features will help you analyze and present your data like never before.

Most important: The course is built around real-world projects.

Pivot Table Essentials will teach you the basics, all the way to Pivot Table mastery

… while helping you avoid the crucial mistakes most courses don’t mention.

Even if you’ve never created a Pivot Table before.

Even if you’re constantly dealing with messy data.

Even if you’ve struggled with Pivot Tables in the past.

And even if you’re busy.

Whether You’re:

✔️ A busy professional who needs to analyze large data sets fast. And you don’t want to rely on complex formulas.

✔️ A team leader or manager who wants to improve reports for better decision-making.

✔️ An Excel user, stuck in manual tasks. You want to automate your workflow and save hours.

✔️ A data analyst eager to boost your skills. You’re ready to learn advanced techniques to save you time and frustration.

You’ll Walk Away from Pivot Table Essentials with:

1. Mastery of Excel Pivot Tables

From the basics to advanced techniques, you’ll learn how to summarize, analyze, and report data like a pro. This includes creating interactive dashboards.

I was aware that I simply didn’t know enough about Excel to do what I wanted, easily and dynamically. I was overwhelmed with the tasks…

I had fabulous lightbulb moments where I learnt Pivot Tables from your training. It helped me see exactly what I need to use going forward. I have gained clarity.

– Pat

2. Time-Saving Skills and Automation

Discover time-saving shortcuts you wished you knew sooner.

I used to write lots of if statements, having difficulty joining multiple spreadsheets into a single analysis then run manual report.

Now I can automate the whole process and produce active reports with Pivot Table and Pivot Charts. Saved me hours of time and found many new possibilities to present the data.

– John

3. Support from Teaching Assistants

Our friendly teaching assistants are ready to help you whenever you feel stuck.

I just want to thank to all Xelplus Team members because you are doing a great job in the platform answering all the questions and giving us additional information resources.

– Carlos

4. Reduced Stress When Handling Data

Our lessons cover real-life scenarios, so you’ll be equipped to apply what you learn at work – no more stress when a new project lands on your desk.

Your course helped me immensely with a large project, using your lessons on Pivot Tables and spreadsheet design.

There were features I didn’t know about and learned from your course that made my reporting results beautiful and reduced my stress levels!

– Beth

Don’t Settle for Less

We don’t want you to just think you’ve learned Pivot Tables, only to get stuck when you go back to work and face messy data.

Our goal is to help you succeed and feel confident using Pivot Tables in any real-world situation.

We’ll guide you step-by-step and highlight common mistakes. This way, you can avoid errors and handle data challenges easily.

Your 12-Step Roadmap to Pivot Table Mastery

If Excel has ever made you doubt your abilities, you’re not alone.

Go through the steps in the course and soon you’ll find yourself mastering more than just Pivot Tables.

Your Key to Success with Pivot Tables

Excel Pivot Tables aren’t just a feature – they’re the key to turning data into decisions, FAST.

Here’s why you need this skill:

• Turn Data into Decisions: Pivot Tables make it easy to turn raw data into clear insights. You’ll make smarter choices, faster.
• Save Time, Work Smarter: Automate your reports with Pivot Tables. Free up hours for tasks that matter.
• Spot Hidden Trends: Discover patterns and insights others miss, giving you a competitive edge in any analysis.
• Boost Your Career: Employers love data experts. Mastering Pivot Tables makes you stand out and opens doors to new opportunities.
• Create Reports That Impress: Design reports that are not only polished but packed with insights your team needs.

In today’s data-driven world, mastering Pivot Tables isn’t optional – it’s essential.

Excel Pivot Table Essentials – Basics to Mastery

Master Excel Pivot Tables for good!

Effortlessly organize data, discover hidden trends, and build dynamic dashboards in minutes.

Save time and impress your team with smart, efficient techniques.

 This course includes:

8+ hours of video content

Files for every video lesson

Challenges & Quizzes to test your skills

Quick Reference guide on Excel Pivot Tables

LIFETIME Access so you never feel rushed

BONUS Cheat Sheets for fast learning

Comment sections to ask questions and get answers from our friendly teaching assistants

CPD Accredited Certificate of Completion

Digital Badge to post on LinkedIn

English Closed Captions (created by a professional typist)

Pivot Table Success Essentials

How to Succeed with This Course

Download Files & Templates

Looking for a Specific Topic? Use the Transporter!

What is a Pivot Table? How Can it Help You?

How to Use the Platform for Best Learning Experience

Section 1: Pivot Table Basics & Must-Knows

How to Create a Pivot Table in Excel

Filters, Columns & Hierarchies in Pivot Tables

Format Numbers the Right Way (Plus Dynamic Formatting!)

Rename Headings, Totals & Items in Pivot Tables

How to Drill Down a Pivot Table to Show Detailed Data

Show / Hide Totals & Subtotals

Pivot Table Layout to Separate Fields into Columns

Repeat Labels vs. Merge & Center Labels

🤔 Quiz – Basics Part 1

Pivot Table Style to Fit Your Reports

Create Multiple Pivot Tables

Delete / Move Pivot Tables

Auto-Create Pivot Tables for Each Item

Print to PDF – Useful Layout Choices

Add Slicers to Pivot Tables

Connect, Disconnect Slicers from Pivot Tables

Stop Pivot Table Columns From Resizing

GETPIVOTDATA – Reference Pivot Table with Formulas

🤔 Quiz – Basics Part 2

💪 Challenge – Mastering Pivot Tables Must-Knows

✅ Solution – Mastering Pivot Table Must-Knows

📝 Key Takeaways

Section 2: Refresh Data Without Issues

Intro to Refresh & Best Practices

How to Refresh a Pivot Table (Shortcut & Autorefresh)

Pivot Table Not Showing All Data

Using Tables as Data Source (Best Practice)

Slicer or Pivot Table Showing Deleted Items

How to Verify Pivot Tables Are Up to Date

💪 Challenge – Refresh Not Working

✅ Solution – Refresh Not Working

⚠️ Copying Pivot Tables Between Workbooks

🤔 Quiz 3

📝 Key Takeaways

Section 3: Essential Pivot Table Settings

Intro to Essential Pivot Table Settings

Helpful Pivot Table Fields Pane Settings

Set a Default Pivot Table Layout

Format Empty Cells in Pivot Tables

Grouping Items

🤔 Quiz 4

📝 Key Takeaways

Section 4: Create Pivot Charts to Visualize Data

Intro to Pivot Charts

Bar Pivot Charts with Slicers

Pie & Doughnut Pivot Charts with Grouping

Adding Grand Totals to Pivot Charts

💪 Challenge – Stacked Column Pivot Chart

✅ Solution – Stacked Column Pivot Chart

🤔 Quiz 5

📝 Key Takeaways

Section 5: Master Working with Dates

Intro to Date Handling in Pivot Tables

Group Dates by Months, Quarters or Weeks

Add a Timeline to Pivot Report

Pivot Tables NOT Recognizing Dates

Add Fiscal Years to Pivot Tables

Sort by Fiscal Months (Slicers & Pivot Tables)

💪 Challenge – Fix the Problem (Dates Not Grouping)

✅ Solution – Fix the Problem (Dates Not Grouping)

🤔 Quiz 6

📝 Key Takeaways

Section 6: Pivot Table Calculations Made Easy

Formulas in Pivot Tables – Three Types

Beware: Numbers Counted Instead of Summed

Add Calculated Field (Formula) to Pivot Table

Edit / Delete Calculated Fields

💪 Challenge: Calculate Profit Margin

Remove #DIV/0! Error in Pivot Table

Calculate Average for Calculated Field

Calculate Percentage of Column / Row / Parent Total

Show Values as Running Total

Calculate Rank

Calculate Change – Difference From (Previous Period)

💪 Challenge – Help HR with Calculations

✅ Solution – Help HR with Calculations

🤔 Quiz 7

📝 Key Takeaways

Section 7: Filter and Sort Data Like a Pro

Sorting Options in Pivot Tables

Custom Sorting Slicer Items

Filter Options & Multiple Filters

Filter Top / Bottom Values (Percent, Sum)

Include Filtered Items in Totals

💪 Challenge – Filter and Sort

✅ Solution – Filter and Sort

🤔 Quiz 8

📝 Key Takeaways

Section 8: Advanced Formatting & Custom Design

Conditional Formatting in Pivot Tables

Data Bars in Pivot Tables

Custom Number Formatting (Cool Tricks)

Designing a Professional Pivot Table (Clean & Sleek)

💪 Challenge – Heatmap (Color Scales in Pivot Tables)

✅ Solution – Heatmap (Color Scales in Pivot Tables)

🤔 Quiz 9

📝 Key Takeaways

Section 9: Design Interactive Dashboards

Interactive Excel Dashboard – Intro

Excel Dashboard with ONE Click Update

Section 10: Clean and Prep Your Data FAST

Intro to Data Cleaning for Pivot Tables

Fill in Data Gaps – Repeat First Item

Delete Empty Rows Quickly

Delete Subtotals and Totals Quickly

Power Query to Easily Clean Data

Helpful Settings in Power Query

Split Combined Data into Rows

Move Data from Columns to Rows (Unpivot)

Reorganize Multiple Headers into Columns

Challenge: Solve a Real-World Data Analysis Problem

🤔 Quiz 10

📝 Key Takeaways

Section 11: Combine Data from Multiple Tables

Combine Multiple Tables to One Pivot Table (Append vs. Merge)

Pivot Table from Multiple Tables (Append)

Consolidate All Excel Sheets in ONE Pivot Table

Merge Tables for a Pivot Table (Power Query)

Create Relationships with Data Model for One Pivot Table

Power Query or Power Pivot? How to Use Both Together

Add Data to Data Model: Advantages

🤔 Quiz 11

📝 Key Takeaways

Section 12: Use AI & Copilot to Build Pivot Tables

CoPilot to Create and Customize Pivot Tables and Charts

AI to Create Pivot Tables & Charts (Analyze Data Feature)

Wrap Up & Next Steps

🙌 Well Done!

 

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