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Advanced Pivot Table – Ticket to Self-service Dashboard

Extreme Pivot Table hacks, and best practices in self-service dashboard
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3 students
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Platform: Udemy
Video: 57m
Language: English
Next start: On Demand

Table of contents


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:
o pivot tables
o pivot charts
o slicers
o timeline

Third, the course provides 5 extreme hacks for pivot tables including:
o How to collapse 12 months data into 1 field?
o How to break free of Pivot Tables?
o How to use Power Pivot without opening Power Pivot?
o How to connect tables without using VLOOKUP()?

Last, the course explores best practices in building a dashboard. They include:
o Do follow data table naming convention
o Do fix changing column width
o Do keep column/bar charts sorted
o Do add a heat map for pivot tables

Course Search Keywords
– Artificial Intelligence
– Pivot chart
– Slicer
– Timeline
– Power Pivot
– Power Query
– Data model
– Outline form
– Calculated fields
– Calculated item
– Auto Refresh
– Macro

Prerequisites and Advanced Preparation
● Basic Excel knowledge
● Basic Pivot Table knowledge
● Example: be able to build a simple Pivot Table from scratch in seconds, etc.

Learning Objectives
● Understand crucial elements and skills in building a dashboard
● Recognize ways of building inter-connected data models for pivot tables and Power Pivot
● Discover 5 extreme Pivot Table hacks
● Recognize differences between GETPIVOTDATA() and CUBEVALUE()
● Understand 7 best practices of building pivot tables in a dashboard

You will learn

✓ Intermediate to Advanced Excel skills that will help you
✓ – to ace your Excel skills,
✓ – to find state-of-the art Excel functions,
✓ – to make yourself the go-to-person in their office, or
✓ – to be well positioned for your next promotion!


• Basic Excel
• Example: be able to open one Excel file or build a basic pivot table

This course is for

• Students (Secondary or post secondary), Office workers, Professionals, and Managers
Online Professional Development Instructor
Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language),  and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies.
Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.
Lenny’s motto at work is “Don’t work hard, work smart”. Lenny has passion in teaching how to build your own “robot” into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.
Lenny is a big proponent of OCR (One-click Reporting), and SSR (Self-service Reporting).

Browse all courses by on Coursemarks.
Platform: Udemy
Video: 57m
Language: English
Next start: On Demand

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