Self-Study On-Demand


4 CPE

Surgent's Microsoft 365: Getting Started with Excel PivotTables and PivotCharts

Self-Study On-Demand
4 CPE

Learning Objectives

  • Select different methods to create a PivotTable including the PivotTable button, Recommended PivotTables button, the Quick Analysis feature, and the Summarize with PivotTable button and Data Model
  • Recognize multiple ways to format a PivotTable using a shortcut menu and buttons on the PivotTable Design tab
  • Identify ways to modify a PivotTable using buttons on the PivotTable Analyze tab, a keyboard shortcut, the filtering arrows, the Fields List, slicers, and a shortcut menu
  • Select different methods to create a PivotChart including the PivotChart button, standard Excel charting buttons, a keyboard shortcut, and simultaneously with the PivotTable
  • Recognize multiple ways to format a PivotChart using the Chart Elements and Chart Styles buttons, buttons on the PivotChart Design and Format tabs, task panes, a shortcut menu
  • Identify ways to modify a PivotChart using Pivot Field buttons, a shortcut menu, the Fields List, and buttons on the PivotChart Design tab

Major Topics

  • PivotTable button
  • Recommend PivotTables button 
  • Quick Analysis feature
  • Summarize as PivotTable button with the Data Model
  • PivotTable values
  • PivotTable Design tab
  • Subtotals and grand totals
  • PivotTable style
  • PivotTable Analyze tab 
  • Keyboard shortcuts
  • Filtering arrows
  • PivotTable structure using the Fields List
  • PivotTable using Slicers
  • A calculated field to a PivotTable using the PivotTable Analyze tab
  • Value Field Settings using a shortcut menu
  • PivotChart button to create an embedded PivotChart
  • Standard Excel charting buttons to create a PivotChart
  • Keyboard shortcut to create a PivotChart on its own chart sheet
  • PivotChart and linked PivotTable simultaneously
  • Chart elements using the Chart Elements button
  • Chart style and color scheme using the Chart Styles button
  • Chart layout using the PivotChart Design tab
  • Individual chart elements using the PivotChart Format tab
  • PivotChart using the Pivot Field buttons
  • Chart type and subtype using a shortcut menu
  • PivotChart fields using the Fields List
  • Row/column orientation using the PivotChart Design tab

CPE Credits Available

4 CPE
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Advanced

Prerequisites

Experience working with Microsoft 365: Excel in the Windows operating system environment

Advanced Preparation

None

Intended Audience

Users experienced with using Microsoft 365: Excel in the Windows operating system environment, or experienced Excel users switching from earlier versions of Excel.

Provider

Surgent

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