Presented by:
Andy Lanning
Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203
www.clearlawinstitute.com
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Excel 2016
Pivot Tables Crash Course
Today’s Topics
1. Pivot Table – Getting Started
• Intro to the Data set
• Pivot Tables – 3 ways to get there!
2. Start the Process
• Intro to the Pivot Dialog Box
• Intro to the Pivot Ribbon and Field List
3. Build the Pivot Table
• Drag and Drop fields inside the Field List
4. Format the numbers inside a Pivot Table
• Summarize and Format the numbers
• Format the Headers and apply color to the Pivot
5. Advanced Features
• Calculated Field • Group by Dates • Group by Ranges • Drill down to Details
6. Slicers and Timelines 7. Housekeeping Tips
• Pivot Options • Refreshing Data • Source Data
Please view the ClearLaw webinar:
“Excel Productivity Tips and Tricks”
Pivot Tables
1. Getting Started
• Intro to the Data set
• Is your data ready for the Pivot Table?
• Insert a Pivot Table – 3 ways to get there!
Pivot Tables
1. Getting Started
• Intro to the Data set
• Is your data ready for the Pivot Table?
• Insert a Pivot Table – 3 ways to get there!
Today’s Topics
1. Pivot Table – Getting Started
• Intro to the Data set
• Pivot Tables – 3 ways to get there!
2. Start the Process
• Intro to the Pivot Dialog Box
• Intro to the Pivot Ribbon and Field List
3. Build the Pivot Table
• Drag and Drop fields inside the Field List
4. Format the numbers inside a Pivot Table
• Summarize and Format the numbers
• Format the Headers and apply color to the Pivot
5. Advanced Features
• Calculated Field • Group by Dates • Group by Ranges • Drill down to Details
6. Slicers and Timelines 7. Housekeeping Tips
• Pivot Options • Refreshing Data • Source Data
Pivot Tables
2. Start the Process
• Intro to the
Pivot Dialog Box
Pivot Tables
2. Start the Process
• Intro to the Pivot Ribbon and Field List
Clip 3, 1:49
Today’s Topics
1. Pivot Table – Getting Started
• Intro to the Data set
• Pivot Tables – 3 ways to get there!
2. Start the Process
• Intro to the Pivot Dialog Box
• Intro to the Pivot Ribbon and Field List
3. Build the Pivot Table
• Drag and Drop fields inside the Field List
4. Format the numbers inside a Pivot Table
• Summarize and Format the numbers
• Format the Headers and apply color to the Pivot
5. Advanced Features
• Calculated Field • Group by Dates • Group by Ranges • Drill down to Details
6. Slicers and Timelines 7. Housekeeping Tips
• Pivot Options • Refreshing Data • Source Data
3. Build the Pivot Table
• Drag and Drop Field Headers into
the Field Boxes
• This is where “Pivot” gets its name
• Drag.
Drop.
Remove.
Add multiple fields.
Drag again.
Etc. etc. etc.
Clip 4, 2:05
Today’s Topics
1. Pivot Table – Getting Started
• Intro to the Data set
• Pivot Tables – 3 ways to get there!
2. Start the Process
• Intro to the Pivot Dialog Box
• Intro to the Pivot Ribbon and Field List
3. Build the Pivot Table
• Drag and Drop fields inside the Field List
4. Format the numbers inside a Pivot Table
• Summarize and Format the numbers
• Format the Headers and apply color to the Pivot
5. Advanced Features
• Calculated Field • Group by Dates • Group by Ranges • Drill down to Details
6. Slicers and Timelines 7. Housekeeping Tips
• Pivot Options • Refreshing Data • Source Data
4. Format and Summarize the Numbers
Clip 5, 2:15
4. Format the Pivot Headers and Layout
Before:
After:
Clip 6, 2:47
Today’s Topics
1. Pivot Table – Getting Started
• Intro to the Data set
• Pivot Tables – 3 ways to get there!
2. Start the Process
• Intro to the Pivot Dialog Box
• Intro to the Pivot Ribbon and Field List
3. Build the Pivot Table
• Drag and Drop fields inside the Field List
4. Format the numbers inside a Pivot Table
• Summarize and Format the numbers
• Format the Headers and apply color to the Pivot
5. Advanced Features
• Calculated Field • Group by Dates • Group by Ranges • Drill down to Details
6. Slicers and Timelines 7. Housekeeping Tips
• Pivot Options • Refreshing Data • Source Data
5. Add a Calculated Field
Before:
After:
Clip 7, 3:50
5. Group by Dates
Before:
After:
5. Group by Ranges
Before:
After:
Clip 9, 2:
5. Drill
Down to
Details
Clip 10, 1:36
Today’s Topics
1. Pivot Table – Getting Started
• Intro to the Data set
• Pivot Tables – 3 ways to get there!
2. Start the Process
• Intro to the Pivot Dialog Box
• Intro to the Pivot Ribbon and Field List
3. Build the Pivot Table
• Drag and Drop fields inside the Field List
4. Format the numbers inside a Pivot Table
• Summarize and Format the numbers
• Format the Headers and apply color to the Pivot
5. Advanced Features
• Calculated Field • Group by Dates • Group by Ranges • Drill down to Details
6. Slicers and Timelines
7. Housekeeping Tips
• Pivot Options • Refreshing Data • Source Data
6.
Slicers and Timelines
(clickable filter buttons)
Clip 11, 4:18
Slicers
(clickable filter buttons)
Today’s Topics
1. Pivot Table – Getting Started
• Intro to the Data set
• Pivot Tables – 3 ways to get there!
2. Start the Process
• Intro to the Pivot Dialog Box
• Intro to the Pivot Ribbon and Field List
3. Build the Pivot Table
• Drag and Drop fields inside the Field List
4. Format the numbers inside a Pivot Table
• Summarize and Format the numbers
• Format the Headers and apply color to the Pivot
5. Advanced Features
• Calculated Field • Group by Dates • Group by Ranges • Drill down to Details
6. Slicers and Timelines
7. Housekeeping Tips • Pivot Options • Refreshing Data • Source Data
7.
Housekeeping Tips
Clip 13, 3:03Clip 13, 3:03
Clip 14, 2:30
Pivot Tables
2 more Housekeeping Tips
• Refresh Data
• Is your data ready for the Pivot Table?
• Source Data
Clip 15, 1:15
Happy Clicking! by Andy Lanning,
Computer Software Training, LLC www.ComputerSuperSecrets.com www.ClickHappyComputerSkills.com ©2018 All Rights Reserved
