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Create Pivot Tables for Data Summary

TechIntermediateHome
90 minutes
·
5 steps
·Intermediate

After 90 min: Automated data summaries and insights from large datasets without writing formulas

What you need

LaptopExcel or Google SheetsSample data

The 90-Minute Plan

Prepare Your Data0–15 min

Ensure data has headers and no blank rows. Clean any inconsistencies.

Insert a Pivot Table15–35 min

Select your data and use Insert > Pivot Table. Learn the pivot table dialog.

Configure Rows & Columns35–55 min

Drag fields to rows, columns, and values. Group data by categories like month or region.

Add Calculations55–75 min

Summarize values using SUM, AVG, COUNT. Apply filters to focus on subsets.

Ship & next steps75–90 min

Create a chart from your pivot table. Present insights. Next: automate with formulas.

Pro Tip

Start simple with 2–3 fields. Refresh pivot tables when source data changes.

Keep Going

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