For summarizing a sales or expense list for a meeting.
Pivot tables by Monday
Turn a long sales list into totals by region and month, switch to counts, averages and percent of total, keep it current, and chart it.
The first lesson is free and needs no sign-up.
Do this path on your computer.
Its lessons run in your browser on a laptop or desktop, and every step is checked as you go. Send yourself the link. Nothing is saved until you sign in.
The lessons, in order
Each one takes about 9 minutes. One is free; the rest are in the full course.
- 1
Your first pivot table
Free · Confident · 10 min
Turn 200 rows of sales into totals by region, read the answer, and re-ask the question by rep or product.
Start the lesson - 2
Rows, columns, values and filters explained
In the full course. Confident · 9 min
Say what each pivot table area does, move a field between areas, and keep only the items you choose.
See the lesson - 3
Change sum to count, average or percent
In the full course. Confident · 9 min
Make a pivot table count orders, average them and show each group's share of the total, instead of only adding things up.
See the lesson - 4
Group dates by month, quarter and year
In the full course. Confident · 9 min
Turn a list with one date per row into monthly, quarterly and yearly totals inside a pivot table.
See the lesson - 5
Show values as % of total
In the full course. Confident · 10 min
Turn a pivot table's numbers into shares of the grand, column or row total, and pick the one that answers your question.
See the lesson - 6
Refresh a pivot after the data changes
In the full course. Confident · 8 min
Make a pivot table show corrected data, and know which changes it picks up by itself and which need a refresh or a new data range.
See the lesson - 7
Column and bar charts
In the full course. Confident · 9 min
Turn a small table into a column chart, give it a title and labels, and know when a bar chart reads better.
See the lesson
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See the pathGet the full course
Every lesson in the Excel course, with new lessons added as they're written.
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