Reesby Academy · Data & Excel
Pivot Tables in Practice
Summarise large datasets in minutes with pivot tables.
About this course
Pivot tables turn long lists of data into clear summaries without writing complex formulas. This course shows how to prepare data, build, filter and present pivot tables for everyday reporting questions. You'll finish with a summary report you can refresh with one click.
What you will be able to do
- You'll be able to prepare a dataset so it is ready for pivoting
- You'll be able to build pivot tables that summarise totals and counts
- You'll be able to group and filter data to answer specific questions
- You'll be able to present pivot results in a clear, shareable format
Course outline
- Tools you'll need8 min · Lesson notes, example, action task · 2-question quizPivot tables are built into most spreadsheet programs, so you can start with the tools you already have.
- Preparing Data for Pivoting8 min · Lesson notes, example, action task · 2-question quizA pivot table is only as good as its source. Clean, consistent data with one header row per column produces reliable summaries.
- Building Your First Pivot Table8 min · Lesson notes, example, action task · 2-question quizBuilding a pivot is a matter of choosing rows, columns, values and filters. Start simple and add fields one at a time.
- Grouping and Filtering8 min · Lesson notes, example, action task · 2-question quizGrouping and filtering help you answer specific questions, such as results by month, by quarter or for a single team.
- Adding Calculated Fields8 min · Lesson notes, example, action task · 2-question quizCalculated fields let you add a new measure, such as margin or average per customer, using data already in your pivot. Use them carefully and check the logic.
- Presenting Pivot Results8 min · Lesson notes, example, action task · 2-question quizA good pivot is only useful if the reader understands it. Present results clearly, with titles, units and a short note on what the numbers mean.
- Careers & next steps7 min · Lesson notes, example, action task · 2-question quizPivot table skills support reporting roles across finance, operations, sales and government. These titles often rely on them daily.
- Final quiz and certificate10 questions, pass mark 8 of 10. Pass to get your Reesby Academy certificate with a verification link.