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PivotTable II: Swing into action with PivotTable reports

Key to success
Learn even more about the ins and outs of working with Microsoft® Excel PivotTable® reports.

About this course

This course includes:

  • Two self-paced lessons and two 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.


After completing this course you will be able to:

  • Check your source data to ensure that it's correctly organized for good PivotTable report results.
  • Figure out which data to put in row, column, or page areas on the report layout.
  • Change the order in which items are sorted.
  • Update the PivotTable report whenever the source data is revised.
  • Change the type of calculation Excel uses to summarize data.

Before you begin

Complete the course PivotTable I: What's so great about PivotTable reports? or make sure you're acquainted with Excel PivotTable reports.

Imagine that it's Friday afternoon, and your manager asks for the total sales figures broken down by salesperson, by Monday. While everyone else tries to disappear, you recall from "What's so great about PivotTable reports?" that a PivotTable report can do the job, so you take a deep breath, and volunteer.

In this course you'll learn the key secrets to success, as well as ways to spiff up your PivotTable report before showing it off to your manager.

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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