Excel Pivot Tables and Pivot Charts - Complete Guide (Udemy.com)

This course contains the use of artificial intelligence.

Every lesson in this course is written, created and recorded by me. AI is used only to help produce supporting images and written materials around the lessons.

Your manager asks which region is growing, which product is falling behind, and how this quarter compares to last. The data is sitting in a spreadsheet with thousands of rows. Answering by hand takes an afternoon, and the answer is stale by Friday.

A PivotTable answers all three in about a minute, and it refreshes next month with one click.

This course teaches you to do exactly that, in the version of Excel already on your desk. No formulas. No VBA. No add-ins.

WHAT MAKES THIS COURSE DIFFERENT

I teach the analysis, not the tool. Every section opens with a business question a manager actually asks - which products contribute most to revenue, how are sales trending, how many staff sit in each salary band - and then shows you how to answer it. You get the technique and the reason to reach for it.

You will also start where most PivotTable courses do not: setting your data up correctly. This is the single most common reason a PivotTable returns the wrong number, and it is the first thing we cover.

WHAT YOU WILL BUILD

• Creating PivotTables - from a raw data export to a summary report, working with multiple dimensions and multiple measures.

• Methods of aggregation and grouping - sums, counts and averages, custom groups, and formatting that makes a table readable.

• Trend and date analysis - grouping dates into months, quarters and years, and building trend charts that show direction at a glance.

• Filtering and Top 10 analysis - report filters, and slicers that drive several PivotTables from one click.

• Show Value As calculations - percentages, running totals, difference from and ranking, with no formulas.

• Frequency analysis - answering "how many fall into each band" on real Human Resources data.

• Conditional formatting - rules, Top 10 highlighting, icons, data bars and color scales.

• Two complete interactive dashboards - a Human Resources dashboard and a Finance dashboard, built from an empty sheet.

• Nine hands-on practical activities with downloadable data files. Every one has a full video walkthrough, so you try it yourself and then watch the answer.

ABOUT THE TRAINER

I have been training business people to work with data since 2008, and teaching on Udemy since 2013 - sixteen courses, more than 398,000 learners and more than 139,000 reviews at an average rating of 4.6.

I specialize in teaching business users to turn data into information they can act on, using Microsoft Excel, Copilot in Excel, Microsoft Power BI, Data Studio and Amazon QuickSight.

WHAT STUDENTS ARE SAYING

"Yes, really like Ian's teaching style. Very effective."

"The course was exactly what I needed. Amount of information, pacing, and tutorials were all appropriate to the level."

"The step by step instructions were very helpful and easy to follow along with."

READY TO START?

Download the data file, open Excel, and build your first PivotTable in the next fifteen minutes. I will see you in lesson one.