Pivot Table Excel | Step-by-Step Tutorial

About this video

This tutorial teaches Excel pivot tables using sales data from a fictional cookie company. Kevin first stresses tabular data with headers and recommends converting the range into a Table so refreshes pick up new rows, then inserts a pivot table on a new worksheet. He builds the layout by dragging fields into the four areas: salesperson into Rows, sales amount into Values to sum revenue, region into Columns or nested Rows to compare views, and product into Filters to isolate one item. He shows changing the summary calculation to count, average, or maximum, sorting largest to smallest, adding a second Values field displayed as percent of column total with a renamed header, and customizing design with banded rows and grand totals. He finishes with a linked pivot chart, a region slicer for interactive filtering, and the need to Refresh after source data changes.

Key takeaways

• Start with tabular data with headers; a formatted Table makes refresh easier
• Drag fields to Rows, Columns, Values, and Filters to reshape the summary instantly
• Values can sum, count, average, or show percent of column total
• Add slicers and pivot charts that update together with the pivot table
• Pivot tables do not auto-update: click Refresh after adding source data

Episode details: published October 7, 2024 · 8:36 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

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