PivotTable Essentials

This course introduces the PivotTable feature and covers all of the essentials. We start here to ensure that all participants, regardless of previous PivotTable experience, have the skills needed to do fundamental PivotTable activities and to build toward more advanced pivot table capability. We discuss the four report layout areas: rows, columns, values, and filters. We then discuss how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. We explore how to create monthly columns and how to properly format the values in a PivotTable.