Introduction to Pivot Tables, Charts, and Dashboards (Part 2)

This is part 2 in the series on an introduction to pivot tables and dashboards. In this video I explain some of the different pivot table calculation types. Learn how to calculate the average, count, sum, and percentage of total. I explain how to update your pivot table with more data, and also how to refresh your pivot tables.

The video contains a lot of Excel tips, like how to quickly make a duplicate copy of a sheet, how to select the visible cells only, and a lot of useful keyboard shortcuts.

I also demonstrate how to filter your source data and build a pivot table from your source data sheet using the PivotPal add-in.

Lots of fun stuff to learn!!!

Download the files to follow along at the following link.

00:00 Introduction
00:39 Creating a duplicate pivot table
03:18 Average unit price
04:25 Count of orders
04:52 Blank rows
05:52 Refresh pivot table
06:25 Calculate revenue percentage
07:27 Whos selling in categories
08:41 Adding more data
09:20 Updating the pivot table
10:50 Filtering the source data
12:51 Building out your pivot table

[solomontebogo]

This is going to save my life for years as a junior data analyst

[mohammadpourheydarian]

The key feature of this presentation is the slow pace of explanation. A good instructor.

[yeexiong]

Being an undergrad student studying health data analysis and not understanding what I am even looking at, YOU have made EVERYTHING understandable in the utmost easiest way. I am SO grateful for your tutorial because I am learning incremental details on little things I haven't even understood yet or have yet to learn. Thank you so much

[Cambion]

I realize the video is old, and it has a lot of great data.  I hope that the material is updated to reflect the latest office versions.  In this video you mentioned adding new data to the data tab and then you had to update where the pivot is pointing.  If you'd just make the data list on the tab as a table, and point the pivot to the table as a whole, the data updates automatically when you click Refresh without having to continually update the pointers.  I pull data through ODBC into Excel and the day I learned about data tables was a life saver.  Thank you for the invaluable tips you've shared in this series.

[rksu]

Jon, this isn't my first time watching your videos and trying to learn, but this is the first time I'm doing it without being overwhelmed with anxiety. I need to develop these skills for a new job and I look forward to using them with confidence when called on and it's all because of you. Thank you!

[barbarasambol-curran]

Well, I am quite impressed by Jon's videos. I am much older than the majority of people who are watching these and a LOT less computer savvy, so I can say that, if I can learn how to manipulate these Excel files into a nice  and easy-to-read data format, then anyone can.

[thefantasticfamily]

I feel very confident after listening to your tutorial. Thank you for being so thorough and keeping it so simple.

[batchsambasowe]

I never had any formal excel training, with excel campus, Jon have help me improve my efficiency. No wonder then your videos are that popular. Thanks Sir.

[erinstephens]

Wow! what a great tutor you are! I had NO clue what pivot tables were and have an interview next week that I was told I will be tested on this because the last person that they hired told them they were an Excel expert and were NOT! I am so confident that I will be able to ace the next interview! Thanks so much for this invaluable information!

[cynthiagros]

I'm starting to my new job tomorrow and I don't have any clues about Pivot tables. I'm so glad that to find your training video. I learned a lot today. Thank you so much.

[LilYaz]

This has been really useful to me so far- even 6 years later on a slightly newer Excel release- Thank you!

[cherylroyce]

I really appreciate that you take your time to explain everything at normal speed, Some people go too fast. This is the best video that I have seen on pivot tables.

[rahimamanshah]

These are excellent videos and you are helping hundreds of thousands of people around the world. THANK YOU..

[Daeon]

Been using pivot tables for years, yet i still comeback to refresh on things you taught here.

[nailamzik]

I am learning this for a potential job and loving how detailed these lessons are. Thank you for sharing this with us

[msbutterfly]

You have no idea how grateful I am to your videos. I have been wanting to learn and become an Excel Guru like you. Thank you again. Peace

[charmh]

I know this is a little outdated now but hands down the easiest video to follow! Thank you so much and thanks for all the short cuts! These series is AWESOME!!!!

[bonniemineo]

I feel so much better and less stressed after watching this step-by-step video. I love the way you teach, you are the first one that makes this less stressful for beginners like myself. Thanks for putting your knowledge out there.

[SenseiButchMcLaughlin]

I've been putting off learning about pivot tables and playing around on my own, a lot of wasted time.... These are great tutorials and well thought out and presented. I'm going recommend to my staff that they take up some time to watch these.

[cynthiaiheme]

Almost a decade and Excel Campus is saving lives. your tutorials makes me want to dive more into Data Analytics.to think that I almost gave up. Thank you so so much.