Excel Pivot Tables
& Dashboards


You’ll master Pivot Tables for Quick & Advanced Data Analysis

Excel Pivot Tables & Dashboards is an online course that guides you step-by-step, so you can easily organize, analyze, and create impressive reports with confidence.

Stop manually sorting and filtering your spreadsheets.

Even forget about writing complicated formulas.

This course will teach you to use Excel Pivot Tables to quickly summarize data and find trends.

You’ll be able to create engaging dashboards that update with ONE click.

The course is suitable for beginners, as well as heavy Excel users.

Mastering advanced Pivot Table features will help you analyze and present your data like never before.

Most important: The course is built around real-world projects.

Course Highlights:

  • 8 hours of video lessons
  • 70+ practice files & templates
  • Real-life scenarios you can use in your work
  • BONUS Cheat Sheets & Guides for fast learning
  • LIFETIME Access so you never feel rushed
  • English Closed Captions (created by a professional typist)
  • Direct Support from our teaching assistants
  • CPD Credits for your professional development
  • Digital Badge & Certificate of completion

Professionals from leading companies trust XelPlus


I am about to join a new role as a financial controller, and only now I believe that I have enough confidence to start my new role, many thanks!

– Yousef

Pivot Table Essentials will teach you the basics, all the way to Pivot Table mastery

… while helping you avoid the crucial mistakes most courses don’t mention.

Even if you’ve never created a Pivot Table before.

Even if you’re constantly dealing with messy data.

Even if you’ve struggled with Pivot Tables in the past.

And even if you’re busy.

Whether You’re:

✔️ A busy professional who needs to analyze large data sets fast. And you don’t want to rely on complex formulas.

✔️ A team leader or manager who wants to improve reports for better decision-making.

✔️ An Excel user, stuck in manual tasks. You want to automate your workflow and save hours.

✔️ A data analyst eager to boost your skills. You’re ready to learn advanced techniques to save you time and frustration.


You’ll Walk Away from
Pivot Table Essentials with:

1

Mastery of Excel Pivot Tables

From the basics to advanced techniques, you’ll learn how to summarize, analyze, and report data like a pro. This includes creating interactive dashboards.

I was aware that I simply didn’t know enough about Excel to do what I wanted, easily and dynamically. I was overwhelmed with the tasks

I had fabulous lightbulb moments where I learnt Pivot Tables from your training. It helped me see exactly what I need to use going forward. I have gained clarity.

– Pat
2

Time-Saving Skills and Automation

Discover time-saving shortcuts you wished you knew sooner.

I used to write lots of if statements, having difficulty joining multiple spreadsheets into a single analysis then run manual report.

Now I can automate the whole process and produce active reports with Pivot Table and Pivot Charts. Saved me hours of time and found many new possibilities to present the data.

– John
3

Support from Teaching Assistants

Our friendly teaching assistants are ready to help you whenever you feel stuck.

I just want to thank all Xelplus Team members because you are doing a great job in the platform answering all the questions and giving us additional information resources.

– Carlos
4

Reduced Stress When Handling Data

Our lessons cover real-life scenarios, so you’ll be equipped to apply what you learn at work – no more stress when a new project lands on your desk.

Your course helped me immensely with a large project, using your lessons on Pivot Tables and spreadsheet design.

There were features I didn’t know about and learned from your course that made my reporting results beautiful and reduced my stress levels!

– Beth

Don’t Settle for Less

We don’t want you to just think you’ve learned Pivot Tables, only to get stuck when you go back to work and face messy data.

Our goal is to help you succeed and feel confident using Pivot Tables in any real-world situation.

We’ll guide you step-by-step and highlight common mistakes. This way, you can avoid errors and handle data challenges easily.

Don’t Just Take Our Word for It – See Results Fast

Thousands of professionals just like you have transformed their careers with our courses.

And the best part? You’ll see results right from the first module.

Still unsure? Here’s why this course is unlike any other:

  • Comprehensive: We cover everything that’s important. We know you’re busy. We get to the point fast.
  • Hands-On Learning: With quizzes, challenges, and real-world exercises, you won’t just watch – you’ll do. Master the skills by putting them into practice and see real progress through active learning.
  • Expert Instruction: Learn from a seven-time Microsoft MVP and 2023’s Most Influential Professional in the Excel Industry. With years of experience and countless clients supported, you’re learning from the best.

Ready to Level Up Your Excel Skills?

Pivot Tables are a game changer – and now’s the time to master them.

In minutes, you’ll turn messy data into clear insights. You’ll save hours and get the recognition you deserve at work.


Taught by one of the most trusted
Excel instructors online

After 15 years in corporate and 10 years consulting and teaching clients, I know the pain points of working with data and multiple spreadsheets.

Not only do you have to be fast with your analysis, but you also need to be confident in your results. Let’s not forget, it has to be mistake-free and well-presented.

Pivot Tables have been my go-to tool for transforming complex spreadsheets into clear, actionable insights.

Whether you’re a beginner or ready to get into advanced techniques, I’m here to help you master Pivot Tables and save hours of work – just like I’ve helped thousands of others do.

– Leila


Your 12-Step Roadmap to
Pivot Table Mastery

If Excel has ever made you doubt your abilities, you’re not alone.

Go through the steps in the course and soon you’ll find yourself mastering more than just Pivot Tables.


Your Key to Success with Pivot Tables

Excel Pivot Tables aren’t just a feature – they’re the key to turning data into decisions, FAST.

Here’s why you need this skill:

  • Turn Data into Decisions: Pivot Tables make it easy to turn raw data into clear insights. You’ll make smarter choices, faster.
  • Save Time, Work Smarter: Automate your reports with Pivot Tables. Free up hours for tasks that matter.
  • Spot Hidden Trends: Discover patterns and insights others miss, giving you a competitive edge in any analysis.
  • Boost Your Career: Employers love data experts. Mastering Pivot Tables makes you stand out and opens doors to new opportunities.
  • Create Reports That Impress: Design reports that are not only polished but packed with insights your team needs.

In today’s data-driven world, mastering Pivot Tables isn’t optional – it’s essential.

Ready to Get Started?

Click “Get Access” now to start mastering Pivot Tables. The sooner you begin, the sooner you’ll start creating reports that others find impossible.

Click this button to get started


🆕 Certified Achievement Badge

Earn Your Digital Badge Powered by Credly

After completing the course, you’ll receive a digital badge. It shows potential employers your ability to transform raw data into clear, actionable insights using Excel Pivot Tables.

This credential showcases your expertise ranging from building basic Pivot Tables to managing data models, preparing data for analysis using Power Query, and utilizing AI tools to optimize their work.

Your Digital Badge can be easily shared. You can add it to your LinkedIn profile, include it in your resume, or spread the word across your social networks – all it takes is a simple click.

Stand out to employers by clearly displaying your skills with a digital badge from XelPlus.


But Leila, Why Learn from You?

You have plenty of options for learning about Excel Pivot Tables, so why enroll in our new course?

For starters, as with all our courses, you’ll benefit from our XelPlus 3 pillars of teaching.

Pillar 1 – We Speak Plain English

We don’t use jargon or “smart sounding” words when simple words will do. We start with the easy stuff to get you hooked. Then, you can go deeper.

We don’t scare you away by showing you the nerdy details right out of the gate.

Pillar 2 – We Give You Real World Examples

Pivot Tables are more than just tools – they’re solutions to real-world business problems.

Our course focuses on practical applications that you can use in your everyday work. We ask the tough questions:

  • “Is there a better way?”
  • “Can you avoid this mistake from the start?”
  • “What’s the next step after this?”

We bring industry experience into the course, using examples that mirror the challenges you face at work.

Pillar 3 – We Show You the Big Picture

I’m the type who needs to see how everything fits together.

That’s why this course goes beyond just teaching you how to create Pivot Tables.

You’ll learn to combine your knowledge so you can create dynamic dashboards in minutes.

We introduce you to Power Pivot and Power Query, connecting basic Pivot Tables to Excel’s advanced power tools.

This holistic approach ensures that you not only master a single skill but also understand how Pivot Tables integrate into the larger data analysis process in Excel.

Here’s Your Learning Path

Check out the detailed curriculum below. Notice any topics that catch your eye?

Where would you like to start your learning journey?

Excel Pivot Tables & Dashboards

Master Excel Pivot Tables for good!

Effortlessly organize data, discover hidden trends, and build dynamic dashboards in minutes.

Save time and impress your team with smart, efficient techniques.

This course includes:

8+ hours of video content

Files for every video lesson

Challenges & Quizzes to test your skills

Quick Reference guide on Excel Pivot Tables

LIFETIME Access so you never feel rushed

BONUS Cheat Sheets for fast learning

Comment sections to ask questions and get answers from our friendly teaching assistants

CPD Accredited Certificate of Completion

Digital Badge to post on LinkedIn

English Closed Captions (created by a professional typist)

Pivot Table Success Essentials

How to Succeed with This Course
Preview
Download Files & Templates
Looking for a Specific Topic? Use the Transporter!
What is a Pivot Table? How Can it Help You?
How to Use the Platform for Best Learning Experience

Section 1: Pivot Table Basics & Must-Knows

How to Create a Pivot Table in Excel
Filters, Columns & Hierarchies in Pivot Tables
Format Numbers the Right Way (Plus Dynamic Formatting!)
Rename Headings, Totals & Items in Pivot Tables
How to Drill Down a Pivot Table to Show Detailed Data
Show / Hide Totals & Subtotals
Pivot Table Layout to Separate Fields into Columns
Repeat Labels vs. Merge & Center Labels
🤔 Quiz – Basics Part 1
Pivot Table Style to Fit Your Reports
Create Multiple Pivot Tables
Delete / Move Pivot Tables
Auto-Create Pivot Tables for Each Item
Print to PDF – Useful Layout Choices
Add Slicers to Pivot Tables
Connect, Disconnect Slicers from Pivot Tables
Stop Pivot Table Columns From Resizing
GETPIVOTDATA – Reference Pivot Table with Formulas
🤔 Quiz – Basics Part 2
💪 Challenge – Mastering Pivot Tables Must-Knows
✅ Solution – Mastering Pivot Table Must-Knows
📝 Key Takeaways

Section 2: Refresh Data Without Issues

Intro to Refresh & Best Practices
How to Refresh a Pivot Table (Shortcut & Autorefresh)
Pivot Table Not Showing All Data
Using Tables as Data Source (Best Practice)
Slicer or Pivot Table Showing Deleted Items
How to Verify Pivot Tables Are Up to Date
💪 Challenge – Refresh Not Working
✅ Solution – Refresh Not Working
⚠️ Copying Pivot Tables Between Workbooks
🤔 Quiz 3
📝 Key Takeaways

Section 3: Essential Pivot Table Settings

Intro to Essential Pivot Table Settings
Helpful Pivot Table Fields Pane Settings
Set a Default Pivot Table Layout
Format Empty Cells in Pivot Tables
Grouping Items
🤔 Quiz 4
📝 Key Takeaways

Section 4: Create Pivot Charts to Visualize Data

Intro to Pivot Charts
Bar Pivot Charts with Slicers
Pie & Doughnut Pivot Charts with Grouping
Adding Grand Totals to Pivot Charts
💪 Challenge – Stacked Column Pivot Chart
✅ Solution – Stacked Column Pivot Chart
🤔 Quiz 5
📝 Key Takeaways

Section 5: Master Working with Dates

Intro to Date Handling in Pivot Tables
Group Dates by Months, Quarters or Weeks
Add a Timeline to Pivot Report
Pivot Tables NOT Recognizing Dates
Add Fiscal Years to Pivot Tables
Sort by Fiscal Months (Slicers & Pivot Tables)
💪 Challenge – Fix the Problem (Dates Not Grouping)
✅ Solution – Fix the Problem (Dates Not Grouping)
🤔 Quiz 6
📝 Key Takeaways

Section 6: Pivot Table Calculations Made Easy

Formulas in Pivot Tables – Three Types
Beware: Numbers Counted Instead of Summed
Add Calculated Field (Formula) to Pivot Table
Edit / Delete Calculated Fields
💪 Challenge: Calculate Profit Margin
Remove #DIV/0! Error in Pivot Table
Calculate Average for Calculated Field
Calculate Percentage of Column / Row / Parent Total
Show Values as Running Total
Calculate Rank
Calculate Change – Difference From (Previous Period)
💪 Challenge – Help HR with Calculations
✅ Solution – Help HR with Calculations
🤔 Quiz 7
📝 Key Takeaways

Section 7: Filter and Sort Data Like a Pro

Sorting Options in Pivot Tables
Custom Sorting Slicer Items
Filter Options & Multiple Filters
Filter Top / Bottom Values (Percent, Sum)
Include Filtered Items in Totals
💪 Challenge – Filter and Sort
✅ Solution – Filter and Sort
🤔 Quiz 8
📝 Key Takeaways

Section 8: Advanced Formatting & Custom Design

Conditional Formatting in Pivot Tables
Data Bars in Pivot Tables
Custom Number Formatting (Cool Tricks)
Designing a Professional Pivot Table (Clean & Sleek)
💪 Challenge – Heatmap (Color Scales in Pivot Tables)
✅ Solution – Heatmap (Color Scales in Pivot Tables)
🤔 Quiz 9
📝 Key Takeaways

Section 9: Design Interactive Dashboards

Interactive Excel Dashboard – Intro
Excel Dashboard with ONE Click Update

Section 10: Clean and Prep Your Data FAST

Intro to Data Cleaning for Pivot Tables
Fill in Data Gaps – Repeat First Item
Delete Empty Rows Quickly
Delete Subtotals and Totals Quickly
Power Query to Easily Clean Data
Helpful Settings in Power Query
Split Combined Data into Rows
Move Data from Columns to Rows (Unpivot)
Reorganize Multiple Headers into Columns
Challenge: Solve a Real-World Data Analysis Problem
🤔 Quiz 10
📝 Key Takeaways

Section 11: Combine Data from Multiple Tables

Combine Multiple Tables to One Pivot Table (Append vs. Merge)
Pivot Table from Multiple Tables (Append)
Consolidate All Excel Sheets in ONE Pivot Table
Merge Tables for a Pivot Table (Power Query)
Create Relationships with Data Model for One Pivot Table
Power Query or Power Pivot? How to Use Both Together
Add Data to Data Model: Advantages
🤔 Quiz 11
📝 Key Takeaways

Section 12: Use AI & Copilot to Build Pivot Tables

CoPilot to Create and Customize Pivot Tables and Charts
AI to Create Pivot Tables & Charts (Analyze Data Feature)

Wrap Up & Next Steps

🙌 Well Done!

Included:
Your Quick-Reference Guide

We’ve summarized the key points and taken the notes for you, so you don’t have to.

This guide makes it easy to review important concepts and jump right back to any topic whenever you need it.


🎁 Bonus:
Pivot Table Cheat Sheets

Our cheat sheets offer more than key points.

They provide step-by-step instructions for quick task completion. Download and keep them handy.

This way, you can follow the steps without rewatching the videos.

(note: your cheat sheets appear in your course dashboard 15 days after purchase)


⏫ Lesson Transporter
Jump into the Topic You Need – Fast

As a Star Trek fan, I was always in awe of the transporter technology.

It blew my mind how Captain Kirk could locate a spot on a nearby planet, then instantly transport his team to that exact location.

I want your experience inside our new course to be just as instantaneous.

Thanks to a new tool we created here in our XelPlus “laboratory,” now, when you want to find a topic, you can do so instantly.

Easily find a topic in the course

We’ve gone through every second of every lesson and pulled out the key words & topics. Then, we created an interactive agenda which allows you to quickly locate exactly what you’re looking for.

Once you find your topic, it’s simply a matter of saying “Beam me up!” (not actually required). Click the link and you’ll instantly be transported to the correct lesson and timestamp.

Mastering Excel Pivot Tables has never been easier.

No more wasting hours searching. Find what you need, then get back to work.

🆕 Earn CPD Credits

I’m excited to announce that this Excel Pivot Table Essentials course is now CPD certified!

The Continuing Professional Development is a top global accreditation, trusted by companies and industries worldwide.

When you complete this course, you’ll get a special certificate with the official CPD seal.

You will earn 8 CPD hours with the course.

If CPD credits matter to your career growth, this course is a must!

XelPlus CPD accreditation
XelPlus CPD Provider No 22369

📃 Get a Certificate of Completion

When you finish the Excel Pivot Table Essentials course, you’ll get a certificate of completion.

You can send it to your boss, share on LinkedIn, or just add it to your own person library of learning achievements.

Everything You Get Access To

You’ll know exactly how to organize your data, find insights, and present it with confidence.

Along with that, you’ll get:

  • In-depth knowledge with over 8 hours of video lessons
  • Files to follow along with each video lesson
  • Lifetime access: Learn on your schedule & without deadlines
  • Our topic transporter to quickly navigate to the topic you need
  • A comment section to get your questions answered by our supportive staff (how awesome is that?)
  • Credits for CPD to enhance your resume
  • English Captions by a professional typist
  • Quizzes to track how well you understand the concepts
  • Challenges to test your knowledge
  • Bonus: Our collection of Cheat Sheets to keep at your desk.

You have everything in that list for just $199 (excluding taxes).

And again, you never lose access. You can see what a great deal this is.

Ready for a new skill? Click the button below and enroll now.

Why Master Pivot Tables in the Age of AI and Copilot?

Because here’s why:

  • AI and Copilot Integration: Yes, we cover how to use AI tools like Copilot in this course. But these tools should complement your skills – not replace them. You’ll see why in the course.
  • Personal Expertise: AI can’t fully understand your unique data needs. Knowing Pivot Tables ensures you can highlight the most important insights yourself.
  • Full Control: AI tools have limits. Mastering Pivot Tables gives you complete control over your data, allowing you to customize and refine your analysis to fit your exact goals.
  • Critical Skill: Clear data analysis remains a key skill for career growth. It’s a powerful way to stand out and make informed decisions.
  • And most importantly: It’s your expertise that makes AI truly effective.

Don’t rely solely on AI – master the tools. After all, you are the one responsible for your work.

You’re Protected By Our Guarantee

You’ve gotten this far on the page and are thinking, “Hmm, should I really buy this thing?”

I get it. You’re busy and aren’t sure this is the best decision.

My advice? Give it a shot, and then if you later decide it wasn’t a good idea, take us up on our guarantee.

You have 14 days to decide if you want to stick with your purchase. If it’s not what you thought, send us a message and we’ll process your refund asap.

Frequently Asked Questions

Are there any requirements?

The course starts with Pivot Tables basics but it does require that you are familiar with the Excel app. If Excel still feels new to you, we recommend you start with our Excel Essentials course. It’ll get you all set up and confident to complete this course next.

When does the course start and finish?

It’s up to you! This course is self-paced, meaning you can start anytime and go at your own speed. Begin when you’re ready and finish on your schedule.

How long do I have access to the Excel Pivot Table Essentials course?

You get access for the lifetime of the course, which means you can retake it for as long as it’s in existence – for FREE.

What if I am unhappy with the course?

We aim for your complete satisfaction. If you find the course isn’t right for you, just email us at info@xelplus.com within the first 14 days of your purchase for a full refund.

Got questions about the lessons?

We’ve got you covered. Unlike many online courses, XelPlus offers direct support from our dedicated teaching assistants.

Post your question in the course. Our team will give detailed answers to help you grasp each lesson better.

Have questions we haven’t covered?

Feel free to reach out to us at info@xelplus.com for any inquiries.