Learn Pivot Tables ~By Example~ - Updated for 2019!
With this practical and to-the-point guide on Pivot Tables and basic Dashboards, you'll develop the skills to build and modify reports with step-by-step examples and screenshots including how to:
Organize and summarize data
Format & filter Pivot Table results
Create Pivot Charts
Display averages & percentages
Group data into predefined ranges
Use Slicers, Timelines, and Sparklines
Rank results
Apply calculated fields
Use Power Query to create and combine Pivot Table reports from imported files
And more!
In addition to the above, you will also learn how to create, format, and update a basic Dashboard using Pivot Table data:
Incorporate Pivot Charts, Sparklines, and performance symbols into your reporting
Refresh and protect your Pivot Table data
A great resource for:
Business Analysts
Data Analysts
Financial Analysts
Administrative and Support staff
Imagine the time you'll save by not having to search the internet or help files to learn the most practical ways of using one of Microsoft® Excel’s® best features!
Author(s): Benton, C.J.
Series: updated
Edition: 3
Publisher: Independently published
Year: 2020
Language: English
Pages: 176
Tags: Step-By-Step Guide Excel 2019 Pivot Tables & Introduction To Dashboards
CHAPTER 1
How To Use This Book
Files For Exercises
CHAPTER 2
Introduction To PivotTables
What Are PivotTables?
What Are The Main Parts Of A PivotTable?
CHAPTER 3
Creating your first PivotTable
Preparing the worksheet
The Recommended PivotTables feature
CHAPTER 4
Basic PivotTable Functionality
Summarizing Data
Why Do The ‘∑ Values’ Fields sometimes default to Count instead of Sum?
How To Drill-Down PivotTable Data
Adding Additional Rows (categories) To Your PivotTable
CHAPTER 5
Displaying Percentages In PivotTables
CHAPTER 6
Grouping PivotTable Data
Grouping Records
Count Function
CHAPTER 7
Slicers, Timelines, & Filtering
Timeline
Slicer
Report Connections
Formatting Timelines & Slicers
Ungrouping Date Data
Conditional Filters
Value Filters (Top & Bottom Performers)
Removing Filters
CHAPTER 8
Pivot Charts
Pie Chart Example
Quick Layout Options
Bar Chart Example
Value Filters & PivotCharts
Chart Styles
Stacked Bar Chart
Line Chart Example
Grouping Pivot Chart Date Data
Column Chart Example
Positive & Negative Values When Charting
CHAPTER 9
Ranking & Sorting PivotTable Results
CHAPTER 10
PivotTables from Imported Files & The Excel® Data Model
The Excel® Data Model
CHAPTER 11
Consolidating Data From Separate Workbooks To Create A Single PivotTable
Power Query
Append vs. Merge in Power Query
CHAPTER 12
Introduction To Dashboards
What is a Dashboard?
Dashboard Design
Dashboard Graphics
Doughnut Chart
>Doughnut Chart Example
Geographic (Maps)
>Map Example
Icons (Graphics)
>Icon Example
People (Add-Ins)
>People Graph Example
Sparklines
Icon Sets (Conditional Formatting)
CHAPTER 13
Social Media Dashboard Example
Preparing The Data
Adding Sparklines To The Dashboard
Conditional Formatting & Icon Sets
Formatting The Dashboard
CHAPTER 14
Auto Parts Dashboard Example
Adding Multiple PivotTables To A Single Workbook
Calculated Fields
Removing Or Changing Calculated Fields
Calculated Field Limitations
Adding Sparklines To The Dashboard
Adding a Chart To The Dashboard
Adding a Timeline To The Dashboard
Report Connections
CHAPTER 15
Refreshing PivotTable and Dashboard Data
Appending An Existing (internal) Data Source
Refresh vs. Refresh All
Overriding Existing Data (Manually)
Refreshing Data From An External Source
CHAPTER 16
Protecting Your Dashboard
Concealing Your PivotTable Source Data
Protecting The Dashboard Or Any Other Worksheet
Thank you!
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