Pivot tables
Summarize a long list by region, month or rep, then group, sort and refresh.
Lessons
In the order the Roadmap teaches them. The free one needs no sign-up.
Free · Confident · 10 min
Your first pivot table
Turn 200 rows of sales into totals by region, read the answer, and re-ask the question by rep or product.
Start the lessonIn the full course. Confident · 9 min
Rows, columns, values and filters explained
Say what each pivot table area does, move a field between areas, and keep only the items you choose.
See the lessonIn the full course. Confident · 9 min
Change sum to count, average or percent
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 lessonIn the full course. Confident · 9 min
Group dates by month, quarter and year
Turn a list with one date per row into monthly, quarterly and yearly totals inside a pivot table.
See the lessonIn the full course. Confident · 9 min
Group numbers into ranges
Turn a number field such as age or visits into bands (20s, 30s, 0 to 4 visits) inside a pivot table, with a round start and bands of equal width.
See the lessonIn the full course. Confident · 11 min
Sort and filter inside a pivot
Sort a pivot table by its totals, largest first, and filter it to the items you pick.
See the lessonIn the full course. Confident · 10 min
Show values as % of total
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 lessonIn the full course. Confident · 8 min
Refresh a pivot after the data changes
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 lessonIn the full course. Confident · 10 min
Fix common pivot problems
Spot the three problems behind most wrong pivot tables (numbers stored as text, a missing refresh, a range that stops short) and fix them.
See the lessonIn the full course. Confident · 12 min
Project: sales by region and month
Build a pivot table of sales by region and month, then show each region's month-by-month split as percentages.
See the lessonIn the full course. Advanced · 11 min
Top 10 in a pivot
Show only the best sellers in a pivot table, ranked largest first, with Excel's Top 10 filter or a sort by value in Google Sheets.
See the lessonIn the full course. Advanced · 10 min
Calculated fields
Add a column of your own to a pivot table, such as profit, using a formula.
See the lessonIn the full course. Advanced · 8 min
Slicers for pivot tables
Add a slicer to a pivot table and filter the report by region, even when Region isn't in the pivot.
See the lessonIn the full course. Advanced · 9 min
Pivot charts
Turn a pivot table into a PivotChart that redraws when you change the pivot's fields or filters.
See the lessonPaths with these lessons
A path is a short list of lessons from the course, picked for one goal.
Pivot tables by Monday
For summarizing a sales or expense list for a meeting.
7 lessons · about 1 h 5 min · 1 free · Confident
See the pathExcel test prep
For an Excel test or skills check for an office, admin or analyst job.
15 lessons · about 2 h 30 min · 4 free · Beginner to Confident
See the pathExcel basics in a weekend
For starting from zero, or only typing numbers into cells today.
14 lessons · about 2 h · 4 free · Beginner to Confident
See the pathExcel for small business
For quotes, stock and money kept in a spreadsheet.
12 lessons · about 2 h 15 min · 3 free · Confident
See the pathGet the full course
Every lesson in the Excel course, with new lessons added as they're written.
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- A cheat sheet for every lesson you finish.
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