Excel Advanced Pivoting Data
ADVANCED Pivoting Data
Create work with format and extend PivotTables using field controls sorting filtering grouping slicers and timelines.
Pivoting Data Overview
PivotTables provide an interactive way to reorganize and examine worksheet data. This topic follows the source through creating PivotTables working with their data formatting them and using advanced PivotTable tools.
PivotTables let you change how data is arranged and summarized without changing the underlying source records.
Essential Terms
Review the central terms used throughout the PivotTable topics.
Getting Started with PivotTables
Understand PivotTables then create one and use the PivotTable tools Field List and layout controls to organize its data.
Working with PivotTable Data
Manage the displayed data by expanding collapsing filtering sorting grouping refreshing and editing the data source.
Expand and Collapse
Control the amount of PivotTable detail currently displayed.
Filter Sort and Group
Organize PivotTable data to focus on the information required.
Refresh and Edit Source
Refresh the PivotTable and edit its data source when the underlying data changes.
PivotTable Workflow
Build the PivotTable then arrange its fields work with the displayed data and format the result.
Formatting and Advanced Tasks
Modify fields labels and values apply layout and style options and use slicers and timelines for interactive analysis.
Interactive PivotTable Explorer
Explore the main PivotTable task groups included in the source.
Key Takeaways
PivotTables combine flexible field arrangement data controls formatting and interactive filtering tools.
Use the Field List to add or remove data and pivot fields to change the analytical view.
Slicers provide interactive filtering while a timeline displays data for different time periods.
Knowledge Check
Test your understanding of PivotTable creation data controls formatting slicers and timelines.