Pivot Table Excel | Step-by-Step Tutorial

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In this tutorial, I’ll guide you step-by-step on how to create and use pivot tables, one of Excel’s most powerful features for summarizing, analyzing, and presenting data. Whether you want to find out who generated the most revenue at the Kevin Cookie Company 🍪 or see sales breakdowns by region, this video has you covered.

We'll explore:
- Preparing data for pivot tables
- Inserting a pivot table from scratch
- Adding fields to rows, columns, and values
- Filtering data and creating custom calculations
- Sorting, grouping, and summarizing values (sum, average, count, etc.)
- Using charts and slicers for better visualizations

By the end of this video, you’ll be able to quickly analyze complex data, create interactive reports, and make data-driven decisions—all with just a few clicks!

Host: Kevin Stratvert

📚 RESOURCES

⌚ TIMESTAMPS
0:00 - Introduction
0:11 - Prepare Data for a Pivot Table
0:26 - Insert a Table (Optional)
0:49 - Insert a Pivot Table
1:33 - Explore Pivot Table Fields
1:52 - Analyze Sales Data with Pivot Tables
2:16 - Summarize Values (Sum, Max, Count)
3:17 - Sort and Organize Data
3:40 - Add Region Data to Pivot Table
5:01 - Use Filters to Analyze Specific Products
5:49 - Show Values As
6:35 - Change Column Headers
6:50 - Adjust Look and Feel of Pivot Table
7:08 - Create a Pivot Chart and Use Slicers
8:05 - Refresh Pivot Table
8:25 - Wrap Up

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#stratvert #Excel #PivotTables #DataAnalysis
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Love the videos very helpful!
I handle medical data and my challenge is getting all the different health screenings to be easily displayed with their benchmarks. I was wanting to build an interactive dashboard but getting the data to appear with all the information easily accessible is a challenge. Man I miss working in retail environments😂 so much easier.

alegit
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The best Pivot table guide I've watched

lydethful
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Excellent
Sir please make videos on PowerBI and Power Query

AbdulRahman-ypoy
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Explained in simple terms. Thanks, Kevin.

Indezine
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My burning question is about the set-up to have the sum of sales default to currency? I always have to manually adjust the formatting and when you dragged the field, it looked like currency was automatic.

jeffp
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Good job Kevin as always. Please keep it coming.

johnakinbowale
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Hey Kevin, is your default font in excel Aptos Narrow

vaibhavvaishnav
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Can be available 101 ways to master pivot tables pdf?
Pl share it

bhavneshparikh
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Great video, thank you! Except I always want cookies after watching them.

filipatan
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Good info but I'd rather have it 2 minutes longer and talking a little slower.

gadget_Bob