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PivotTable III: Show off your PivotTable skills

Show off your PivotTable skills
Learn even more advanced ways to use Microsoft® Excel PivotTable® reports, including how to use formulas with report data.

About this course

This course includes:

  • Three self-paced lessons and three practice sessions for hands-on experience.
  • A short test at the end of each lesson; tests are not scored.
  • A Quick Reference Card you can take away from the course.

Goals

After completing this course you will be able to:

  • Get more information out of your data by using more than one field in the same drop area.
  • Group data to view a quarterly summary instead of a daily summary.
  • Summarize data by using summary functions other than SUM, such as COUNT or MAX.
  • Show data as a percentage of the total by using a custom calculation.
  • Enter your own formula inside a PivotTable report by using a calculated field.

Before you begin

You should complete the course PivotTable II: Swing into action with PivotTable reports or you should already be acquainted with Excel PivotTable reports and know how to use the PivotTable Field List.


In "Swing into action with PivotTable reports," you learned how to create a PivotTable report that summarized daily sales figures into the total amounts sold by each salesperson.

In this course you'll learn how to revise the report by grouping daily figures into quarterly results. Then you'll see how to pivot the report to show all four quarters for each salesperson. You'll also learn how to use the report to figure out bonus amounts for each salesperson and you'll learn all sorts of other ways to tweak the report so that you can really show off your PivotTable skills.

To learn more about this course, read the overview in the center of this page or the table of contents in the left column. Then click Next to start the first lesson.

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