Excel 365 – Pivot Tables & Charts

Description

Quick and easy 6-page laminated guide focuses on creating and using pivot tables efficiently and effectively in Excel. Whether you are a beginner or experienced user, pivot tables offer flexibility while doubling down on Excel's power. Curtis Frye, author of multiple books on Excel, creator of many LinkedIn Learning videos and an experienced corporate trainer uses his experience and knowledge to cover the most relevant use of pivot tables at different levels of complexity. As a corporate trainer, seeing what beginners need to start using pivot tables and what those with some pivot table skills can do to harness more power brings value to this targeted reference at an unbeatable price. Look for Excel 365 and Excel 365 Tips and Tricks QuickStudy guides to have a solid power-user reference set.
Introducing PivotTables

Glossary

Creating & Pivoting PivotTables

Arrange Data for Use in a PivotTable

Create a PivotTable from an Excel Table, Data List or from External Data

Create a Recommended PivotTable

Refresh PivotTable Data, Update Cell References that Provide Data to a PivotTable

Pivot a PivotTable, Defer PivotTable Updates

Managing PivotTables

Show or Hide the Field List, Expand & Contract Buttons, Field Headers

Select an Entire PivotTable, Move it, Copy a Configuration, Delete a PivotTable

Summarizing PivotTable Data

Show or Hide Subtotals, Grand Totals

Change the Data Field Summary Operation

Change How PivotTable Data Values Are Displayed

Summarize More than One Data Field

Create, Edit, Delete a Calculated Field

Use PivotTable Data in a Formula

Display Data Source Rows

Create an Excel table from a PivotTable

Sorting & Filtering PivotTable Data

Sort a Column of PivotTable Data into Ascending or Descending Order

Custom Lists

Filter a PivotTable Field by Selection, Rule, Using a Search Filter

Slicers

Filter a PivotTable Using Report Filter Fields

Create Individual PivotTables Using Report Filter Values

Clear a PivotTable Filter Using the Field List Pane

Clear a Filter Using the Row or Column Labels, Clear All Filters

Defining Sets of Values

Define a Set Based on Row Items, on Column Items

Display a Set in the Rows or Columns Area

Edit a Set, Delete a Set

Formatting PivotTables

Apply a PivotTable Style

Apply a PivotTable Style & Remove Existing Formatting

Apply or Remove Headers & Banding

Create a PivotTable Style

Apply a Custom PivotTable Style

Change the Data Field Number Format

Change the PivotTable Layout

Control Whether PivotTable Lables Are Repeated at the Top of Each Printed Page

Determine How to Handle Blank Rows

Creating & Manipulating PivotCharts

Create a New PivotChart/from an Existing PivotTable

Pivot a PivotChart

Filter a PivotChart by Selection/by Rule

Apply a Style to a PivotChart

Change a PivotChart’s Layout/Chart Type

Add a Trendline to a PivotChart

Move a PivotChart to Another Worksheet/to a Chart Sheet

Apply a Quick Layout to a PivotChart

Add or Remove a PivotChart Element

Apply a PivotChart Style, Change the Color Scheme

Format a PivotChart Data Series, Format One Value in a PivotChart Data Series

Add an Annotation to a PivotChart, Format a PivotChart Annotation

Printing PivotTables

Print a PivotTable, Print Headers at the Top of Each Printed Page

Print Each Item on Its Own Page, Print a PivotChart

Enabling & Adding Tables to the Data Model

Create a Relationship between Two Tables

Create a PivotTable Using the Data Model

Work with a PivotTable Created Using the Data Model

Edit a Table Relationship, Deactivate, Activate, Delete a Relationship

Filtering PivotTables Using Timelines

Create a Timeline

Filter a PivotTable Using a Timeline

Format a Timeline

Clear a Timeline Filter

Remove a Timeline

Additional information