4.63 out of 5
4.63
57519 reviews on Udemy

Microsoft Excel: Data Analysis with Excel Pivot Tables

Master Excel Pivot Tables and build data analysis skills with real projects. Learn from a best-selling Excel instructor!
Instructor:
Maven Analytics
231,662 students enrolled
English [Auto] More
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!)

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.

Getting Started

1
Course Structure & Outline
2
READ ME: Important Notes for New Students
3
DOWNLOAD: Course Resources
4
Getting to Know the IMDb Movie Database

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.

5
Setting Expectations

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

Excel Pivot Table 101

1
Why Pivot Tables?

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.

2
Structuring Source Data for Analysis in Excel

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.

3
Creating Your First Pivot Table

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

4
IMPORTANT: Add to Data Model
5
Navigating the Pivot Table Field List

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.

6
KNOWLEDGE CHECK: Manipulating the Pivot Table Field List
7
Exploring Pivot Table Analyze & Design Options

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.

8
Selecting, Clearing, Moving & Copying Pivot Tables

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

9
Refreshing & Updating Pivot Tables

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.

10
PRO TIP: Dealing with Growing Source Data

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

11
Removing & Reviving Data from the Pivot Table Cache

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.

12
PRO TIP: How Excel Pivot Tables ACTUALLY Work

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

13
QUIZ: Excel Pivot Table 101
14
HOMEWORK: Excel Pivot Table 101

Formatting Data with Pivot Tables

1
Changing Pivot Table Number Formats

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

2
PRO TIP: Formatting Empty Pivot Table Cells

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

3
Configuring Pivot Table Layouts & Styles

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.

4
PRO TIP: Using Tabular Pivot Tables to Create New Source Data

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.

5
Customizing Pivot Table Headers & Labels

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

6
Applying Basic Conditional Formats to Pivot Tables

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.

7
PRO TIP: Adding Data Bars with Invisible Text

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.

8
Applying Advanced Conditional Formats to Pivot Tables

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.

9
QUIZ: Excel Pivot Table Formatting
10
HOMEWORK: Excel Pivot Table Formatting

Sorting, Filtering & Grouping Data with Pivot Tables

1
Sorting Data with Pivot Tables

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

2
PRO TIP: Fixing Incorrect Alphabetical Sorting

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

3
Filtering Data with Pivot Table Label & Selection Filters

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.

4
PRO TIP: Pivot Table Label Filters with Wildcards

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 (?). 

5
Filtering Data with Pivot Table Value Filters

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.

6
PRO TIP: Enabling Multiple Pivot Table Filters

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

7
Grouping & Segmenting Data with Pivot Tables

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.

8
PRO TIP: Enabling & Disabling Automatic Date Grouping

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

9
Filtering Data with Pivot Table Slicers & Timelines

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

10
Breaking Out Pivot Table Report Filter Pages

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.

11
QUIZ: Sorting, Filtering & Grouping Data with Excel Pivot Tables
12
HOMEWORK: Sorting, Filtering & Grouping Data with Excel Pivot Tables

Enriching Data with Pivot Table Calculated Values & Fields

1
Aggregating & Summarizing Data with Pivot Tables

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

2
PRO TIP: Avoiding the Pivot Table "Count Of" Trap

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.

3
Defining Value Calculations with Pivot Tables

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.

4
Calculating Pivot Table Values: % of Column/Row

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

5
Calculating Pivot Table Values: % of Parent

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

6
Calculating Pivot Table Values: Difference From

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

7
Calculating Pivot Table Values: Running Total

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

8
Calculating Pivot Table Values: Rank

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

9
Calculating Pivot Table Values: Index

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.

10
KNOWLEDGE CHECK: Pivot Table Value Calculations
11
Defining Calculated Fields with Pivot Tables

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.

12
Creating Calculated Fields in Pivot Tables vs. Source Data

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.

13
PRO TIP: Pivot Table Calculations Using Count Columns (Part 1)

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.

14
PRO TIP: Pivot Table Calculations Using Count Columns (Part 2)

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.

15
Inserting Pivot Table Calculated Items (USE WITH CAUTION!)

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.

16
Generating Solve Order & List Formulas Reports

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

17
QUIZ: Enriching Data with Pivot Table Calculated Values & Fields
18
HOMEWORK: Enriching Data with Pivot Table Calculated Values & Fields

Visualizing Data with Excel Pivot Charts

1
Intro to Excel Pivot Charts

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

2
Pivot Chart Demo: Column Chart

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

3
Pivot Chart Demo: Pie & Donut Charts

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

4
Pivot Chart Demo: Clustered Bar Chart

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

5
PRO TIP: Preventing Charts from Resizing with Cells

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

6
Changing Pivot Chart Types

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

7
Pivot Chart Demo: Stacked Area Chart

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

8
Customizing Pivot Chart Layouts & Styles

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

9
Moving Pivot Charts to New Excel Worksheets

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

10
Applying Slicers & Timelines to Multiple Pivot Charts

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

11
Building Dynamic Dashboards with Pivot Tables & Pivot Charts

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

12
QUIZ: Visualizing Data with Excel Pivot Charts
13
HOMEWORK: Visualizing Data with Excel Pivot Charts

Excel Pivot Table Case Studies

1
Setting Expectations

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

2
DOWNLOAD: Case Study Resources
3
Pivot Table Demo: Analyzing U.S. Voter Demographics

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.

4
HOMEWORK: Analyzing U.S. Voter Demographics
5
Pivot Table Demo: Analyzing San Francisco Salary Data

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.

6
HOMEWORK: Analyzing San Francisco Salary Data
7
Pivot Table Demo: Exploring Shark Attack Records

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.

8
HOMEWORK: Exploring Shark Attack Records
9
Pivot Table Demo: Analyzing Stock Market Data

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.

10
HOMEWORK: Analyzing Stock Market Data
11
Pivot Table Demo: Analyzing Major League Baseball Teams

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).

12
HOMEWORK: Analyzing Major League Baseball Teams
13
Pivot Table Demo: Exploring San Diego Burrito Ratings

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.

14
HOMEWORK: Exploring San Diego Burrito Ratings
15
Pivot Table Demo: Tracking Daily Weather Conditions

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.

16
HOMEWORK: Tracking Daily Weather Conditions
17
Pivot Table Demo: Analyzing Spartan Race Facebook Posts

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).

18
HOMEWORK: Analyzing Spartan Race Facebook Posts
19
Pivot Table Demo: Analyzing Apple App Store Data

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.

20
HOMEWORK: Analyzing Apple App Store Data
21
Pivot Table Demo: Analyzing Wine Tasting Scores

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

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
4.6
4.6 out of 5
57519 Ratings

Detailed Rating

Stars 5
33976
Stars 4
19117
Stars 3
3867
Stars 2
414
Stars 1
165
2e6f10b86796c8d59d8d220be14efdbc

Includes

7 hours on-demand video
22 articles
Certificate of Completion
Go to Top