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Advanced Pivot Table: Ticket to Self-service Dashboards (Video)

by: Lenny Wu Cpethink.com

The course is presented in four parts.

First, the course illustrates where does pivot table stand in the Excel Techniques, and brings up the topic of when to and when NOT to use a pivot table.

Second, the course illustrates how to build a self-service dashboard using:

  • pivot tables
  • pivot charts
  • slicers
  • timeline

Third, the course provides 5 extreme hacks for pivot tables including:

  • How to collapse 12 months data into 1 field?
  • How to break free of Pivot Tables?
  • How to use Power Pivot without opening Power Pivot?
  • How to connect tables without using VLOOKUP()?

Last, the course explores best practices in building a dashboard. They include:

  • Do follow data table naming convention
  • Do fix changing column width
  • Do keep column/bar charts sorted
  • Do add a heat map for pivot tables

Please Note: This course’s author is working on the providing transcripts, PDFs, and slides where applicable. Unfortunately until then we will not be able to offer them with the course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any question using the support bubble on the bottom right of all pages on our site.

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