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=TOPIC

5 subtopics in this path

Pivot Tables

Pivot table setup, fields, grouping, calculated fields, slicers, pivot charts, refresh behavior, and source-data habits.

=SUBTOPICS

What to learn inside Pivot Tables

Each item pairs the learning structure with curated public YouTube resources where available, so learners can move from outline to video practice quickly.

01Beginner

Create your first pivot table

Build a pivot from clean data and understand rows, columns, values, and filters.

YOUTUBE
video / Beginner

Introduction to Pivot Tables, Charts, and Dashboards in Excel (Part 1)

Excel Campus - Jon

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Excel Campus - Jon

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02Intermediate

Group dates and numbers

Group transactions by month, quarter, year, numeric ranges, and custom buckets.

YOUTUBE
video / Advanced

Advanced Pivot Tables Tutorial in Excel - 2.5 Hour Pivot Table Excel Course

Simon Sez IT

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Simon Sez IT

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03Intermediate

Value field settings

Switch between sum, count, average, percentages, running totals, and differences.

QUICK NOTES
  • Right-click any value in a PivotTable > Value Field Settings to change Sum to Count, Average, Max, Min, and more.
  • The 'Show Values As' tab (in the same dialog) adds % of Column Total, % of Grand Total, Running Total, and Difference From -- without a separate helper column.
  • A field can appear twice in Values (e.g. Sum once, % of Total once) to show both the raw number and its share side by side.
04Intermediate

Slicers and timelines

Add clickable controls that make pivot reports easier to explore.

QUICK NOTES
  • PivotTable Analyze > Insert Slicer turns any field into clickable buttons -- friendlier than the dropdown filter arrows for non-technical users.
  • Insert > Timeline is the equivalent for date fields, with a draggable range and month/quarter/year zoom.
  • PivotTable Analyze > Report Connections lets one slicer control several PivotTables at once, keeping a multi-pivot dashboard in sync.
05Intermediate

Pivot charts

Connect pivots to charts and keep visuals synchronized with report filters.

QUICK NOTES
  • Insert > PivotChart from an existing PivotTable keeps the two linked -- filtering one filters the other automatically.
  • Use the pivot table's own field/slicer filters to control what the chart shows, not manual per-series chart edits, which get overwritten on refresh.
  • A PivotChart's field buttons can be hidden (PivotChart Analyze > Field Buttons) once the filters are finalized, for a cleaner presentation view.
=PREVIEW

Excel in action: Pivot Tables

Real Excel screenshots showing what this topic looks like in practice.

A first PivotTable summarising sales by category
PivotTable field list with rows, columns, values, and filters
Interactive Slicer filtering a PivotTable
=VIDEOS

YouTube resources for Pivot Tables

playlist / Mixed

How to Use Pivot Tables in Excel - The Ultimate Playlist!

Simon Sez IT

Public playlist-style learning path for PivotTables from beginner into practical reporting.

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Simon Sez IT

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video / Beginner

Introduction to Pivot Tables, Charts, and Dashboards in Excel (Part 1)

Excel Campus - Jon

Clear beginner entry point from a Microsoft MVP-led Excel channel.

Open on YouTube (opens in a new tab)
Excel Campus - Jon

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video / Beginner

Pivot Table Excel Tutorial

Kevin Stratvert

Concise practical walkthrough for first-time PivotTable users.

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Kevin Stratvert

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video / Intermediate

Pivot Table Excel Tips & Tricks

Kevin Stratvert

Single-video coverage of slicers, grouping, value field settings, and show-values-as patterns.

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Kevin Stratvert

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video / Beginner

Pivot Table Excel | Step-by-Step Tutorial

Kevin Stratvert

Clear beginner-friendly walkthrough for learners starting with Excel pivot-table reporting.

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Kevin Stratvert

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video / Mixed

Excel PivotTables: Beginner to Advanced

Simon Sez IT

Beginner-to-advanced structure makes it useful as a broad pivot-table course resource.

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Simon Sez IT

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video / Advanced

Advanced Pivot Tables Tutorial in Excel - 2.5 Hour Pivot Table Excel Course

Simon Sez IT

Long advanced lesson for learners who know basic pivot tables and want deeper reporting techniques.

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Simon Sez IT

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video / Beginner

Pivot Table Tutorial - Learn PivotTables in 1 Hour - Excel Crash Course

Simon Sez IT

One-hour crash course gives learners a compact but structured path into pivot-table reporting.

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Simon Sez IT

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video / Beginner

Excel Pivot Table: 2+ Hour Beginner Course

Simon Sez IT

Multi-hour beginner format works well for learners who want a complete first course on pivot tables.

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Simon Sez IT

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video / Mixed

Master Excel Pivot Tables, Excel Slicers and Interactive Excel Dashboards - FULL COURSE!

MyExcelOnline.com

Connects pivot tables directly to slicers and dashboards as a bridge from analysis to reporting.

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MyExcelOnline.com

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video / Intermediate

Advanced Pivot Table Techniques (to achieve more in Excel)

Leila Gharani

Extracted from saved YouTube search results - titled "Advanced Pivot Table Techniques (to achieve more in )", filed under Pivot Tables.

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Leila Gharani

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video / Intermediate

Excel Pivot Tables Tutorial

Learn Skills Daily

Extracted from saved YouTube search results - titled "Pivot Tables", filed under Pivot Tables.

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Learn Skills Daily

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