Introduction to Pivot Tables, Charts, and Dashboards (Part 2)

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This is part 2 in the series on an introduction to pivot tables and dashboards. In this video I explain some of the different pivot table calculation types. Learn how to calculate the average, count, sum, and percentage of total. I explain how to update your pivot table with more data, and also how to refresh your pivot tables.
The video contains a lot of Excel tips, like how to quickly make a duplicate copy of a sheet, how to select the visible cells only, and a lot of useful keyboard shortcuts.
I also demonstrate how to filter your source data and build a pivot table from your source data sheet using the PivotPal add-in.
Lots of fun stuff to learn!!!
Download the files to follow along at the following link.
www.excelcampus.com/charts/piv...
WATCH PART 1: • Introduction to Pivot ...
WATCH PART 3: • How to Create a Dashbo...
Get PivotPal: www.excelcampus.com/pivotpal
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00:00 Introduction
00:39 Creating a duplicate pivot table
03:18 Average unit price
04:25 Count of orders
04:52 Blank rows
05:52 Refresh pivot table
06:25 Calculate revenue percentage
07:27 Whos selling in categories
08:41 Adding more data
09:20 Updating the pivot table
10:50 Filtering the source data
12:51 Building out your pivot table

[@solomontebogo1918]

This is going to save my life for years as a junior data analyst

[@nycollassilva3558]

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[@radish550]

I didn't know the keyboard's shortcuts. There are very useful!

[@franklynmanuel]

A video published in 2015 still found to be useful in 2022

[@ExcelCampus]

That's good to hear, Franklyn! 😀

[@kokatrends]

Useful still Oct, 2023😊

[@Ivanesteva90]

100%

[@BiancaLouwies]

2024 and still on point! Thanks alot, great video

[@shreyabanerjee9709]

Useful in 2024 even.

[@shainavirjee6032]

You should consider teaching in colleges! Your instructions and method of teaching are great!!!!

[@krismaly6300]

Host is a knowledgeable person and teaches very well Please keep post some more videos

[@thefantasticfamily5416]

I feel very confident after listening to your tutorial. Thank you for being so thorough and keeping it so simple.

[@LilYaz001]

This has been really useful to me so far- even 6 years later on a slightly newer Excel release- Thank you!

[@koumbakoundouno2474]

I hated pivot tables but watching your videos, I'm liking it now. Thank you so much

[@Daeon108]

Been using pivot tables for years, yet i still comeback to refresh on things you taught here.

[@rahimamanshah7038]

These are excellent videos and you are helping hundreds of thousands of people around the world. THANK YOU..

[@careyabbey]

Amazing! Just what I needed for my interview tomorrow! Great pace, very easy to follow! Thank you!

[@ExcelCampus]

Thanks Carey! I hope your interview went well. :-)

[@JoyceJackson-um1lv]

Was able to get most of my dashboard done through listening to these two videos.

[@barbarasambol-curran9257]

Well, I am quite impressed by Jon's videos. I am much older than the majority of people who are watching these and a LOT less computer savvy, so I can say that, if I can learn how to manipulate these Excel files into a nice and easy-to-read data format, then anyone can.

[@nayanmolla32]

Your lessons are very simple and interesting. It very easy to understand and the pace is great for explanation. Great help. Thanks a lot !

[@yeexiong5456]

Being an undergrad student studying health data analysis and not understanding what I am even looking at, YOU have made EVERYTHING understandable in the utmost easiest way. I am SO grateful for your tutorial because I am learning incremental details on little things I haven't even understood yet or have yet to learn. Thank you so much

[@batchsambasowe]

I never had any formal excel training, with excel campus, Jon have help me improve my efficiency. No wonder then your videos are that popular. Thanks Sir.

[@ExcelCampus]

Thanks Samba! ;-)

[@Cambion7]

I realize the video is old, and it has a lot of great data. I hope that the material is updated to reflect the latest office versions. In this video you mentioned adding new data to the data tab and then you had to update where the pivot is pointing. If you'd just make the data list on the tab as a table, and point the pivot to the table as a whole, the data updates automatically when you click Refresh without having to continually update the pointers. I pull data through ODBC into Excel and the day I learned about data tables was a life saver. Thank you for the invaluable tips you've shared in this series.

[@ExcelCampus]

Thanks for the feedback Scott! I'm planning to make an updated version in the future. I also have a post on 5 Reasons to Use Tables as the Source of a Pivot Table (www.excelcampus.com/tables/table-source-pivot-table/) that you might enjoy. Thanks again! 🙂

[@charmh6772]

I know this is a little outdated now but hands down the easiest video to follow! Thank you so much and thanks for all the short cuts! These series is AWESOME!!!!

[@nailamzik1165]

I am learning this for a potential job and loving how detailed these lessons are. Thank you for sharing this with us

[@deanp903]

Thanks so much, you are the first excel expert that can actually explain it!

[@michaelinman5720]

Please keep providing these type videos. Very helpful.

[@ExcelCampus]

Thanks again Michael. I appreciate your support!

[@qualityclaims6586]

This series is as good, if not better, as any college course I have taken. Nice pace, friendly, clear instructions-outstanding!

[@sulaimankhan8033]

I've been struggling to find an opportunity of data analyst in toronto for a year now- such clips calm me down in my frustration....,

[@stunts-222]

Watching 2024 One of the useful vedio I have ever watch in KZbin

[@msbutterfly714]

You have no idea how grateful I am to your videos. I have been wanting to learn and become an Excel Guru like you. Thank you again. Peace

[@SenseiButchMcLaughlin]

I've been putting off learning about pivot tables and playing around on my own, a lot of wasted time.... These are great tutorials and well thought out and presented. I'm going recommend to my staff that they take up some time to watch these.

[@ExcelCampus]

Thanks Sensei! :-)

[@zakariabouzida282]

Clear, simple, and easy to understand. Perfectly matched my needs for a presentation. Best Tutorial on the web. Is there any other tutorial regarding Vlookups and Conditional Formatting (if, else if statements)? Thanks

[@tamannag]

Vlookup tutorials are there

[@mohammadpourheydarian5877]

The key feature of this presentation is the slow pace of explanation. A good instructor.

[@cynthiaiheme2621]

Almost a decade and Excel Campus is saving lives. your tutorials makes me want to dive more into Data Analytics.to think that I almost gave up. Thank you so so much.

[@ExcelCampus]

Thanks! 😊

[@bittylist1777]

Wow jon, youre such a good tutor In excel... Great job👍🏻

[@janeybrown7016]

Thanks. Very helpful.. My Excel knowledge is very limited and I'm excited to apply some of this!

[@sunilgharat7972]

This is really great and made Pivot table very very easy to use.

[@fahadrazzak5300]

Its very helpful. Thanks for explaining the best use of Pivot tables

[@benaikins1039]

THIS IS SO GOOD, AM LIKE ANDY IN REAL LIFE, THANKS JON, GOD BLESS

[@rsubrama2766]

amazing loved it. worked with pivot tables never knew these sort of options existed

[@cynthiagros6803]

I'm starting to my new job tomorrow and I don't have any clues about Pivot tables. I'm so glad that to find your training video. I learned a lot today. Thank you so much.

[@cherylroyce4784]

I really appreciate that you take your time to explain everything at normal speed, Some people go too fast. This is the best video that I have seen on pivot tables.

[@rksu747]

Jon, this isn't my first time watching your videos and trying to learn, but this is the first time I'm doing it without being overwhelmed with anxiety. I need to develop these skills for a new job and I look forward to using them with confidence when called on and it's all because of you. Thank you!

[@Hurricane23]

How's the job going?

[@Vanessa-bv3gr]

Yes, how's the job going?

[@tonylu1921]

Literally doing the same thing. Studying for a new data collection job!

[@erinstephens6344]

Wow! what a great tutor you are! I had NO clue what pivot tables were and have an interview next week that I was told I will be tested on this because the last person that they hired told them they were an Excel expert and were NOT! I am so confident that I will be able to ace the next interview! Thanks so much for this invaluable information!

[@ExcelCampus]

Thanks Erin! That is awesome! I hope you do well on the interview and get that job! :-)

[@abrahamjimenez92]

You got the job?

[@erinstephens6344]

Well I didnt get the job that I was learning about pivot tables for....but now I have skills I didnt have before for next job thanks to you Jon. Im currently waiting to hear from another I terview...so cross ur fingers for me!

[@erinstephens6344]

PS I have told a gf of mine that just got a huge excel spreadsheet dumped on her lap of your awesome videos!

[@ExcelCampus]

Thank you so much Erin! That is awesome! There are definitely a lot of employers looking for employees with these skills. Finding the RIGHT job can take time and patience, but I know you will do well. I wish you all the best. :-)

[@ericahymes3780]

Finally we can have a real American instructor, on Computer many on KZbin is people's from India, hard to understand any instructions in our English language, because they Hindus 😆👈 Thanks ❤️ best regards from Guatemala 🇬🇹 the Eternal Springs my temporary house also your's my friend. ❤️

[@cedricwright4122]

Your videos are awesome. You really helped me understand how to make killer presentations.

[@ExcelCampus]

Thank you Cedric! :-)

[@elaina9483]

Note: you can also double-click in the quantity/count area of the pivot table for "blanks' and it will redirect you to a new tab and list all the columns of data that the blanks refer to.

[@nelisiwedlamini350]

wow!what an explanation am blessed

[@mikeanwar1832]

I've tried variuos pivot table tutorials before. Jon's is the easiest and simplest to understand thus far.

[@AbhishekSharma-dn5us]

These are best video of excel so far !!!

[@melissahillbroker8323]

Wow! Awesome info! Can't wait to watch video 3! bravo!

[@ExcelCampus]

+Melissa Hill Thanks Melissa! I appreciate that.

[@ExcelCampus]

Thanks for watching the video! You can download the file I use in the video at the following link. DOWNLOAD FILE: www.excelcampus.com/pivot-table-checklist-yt I will also send you the other videos in the series and lots of cool stuff to help you learn Excel. Learn more about PivotPal: www.excelcampus.com/pivotpal Watch video #3: kzbin.info/www/bejne/fKrKmKiqnqd-rLc Please leave a comment below with any questions, and hit the like button if you enjoy the video. Thanks again for your support!

[@stephenousley6440]

Excel Campus - Jon

[@geofffarrell3459]

Excel Campus - Jon is

[@oofyeetmcgee]

Excel Campus - Jon The 80/20 Principle

[@babadudu04]

Excel Campus - Nice video!👍

[@cadacceyong2384]

Thanks Jon. The teaching is very helpful

[@munyaradzikennethdodzo2655]

Thanks for this Jon. You are a burning candle that lights others. Used to think I know Excel while doing everything manually and using formulae. Now am going back to kindergarten. See you in class!!

[@kristianlydon6745]

For anyone who gets a blank value for (blank) in count of quantity: when you change (blank) to shipping fees, make sure you also type in values of 0 for quantity. I noticed in my source data that these values were blank, but when I changed the blank values to 0 the count of quantity changed from nothing being there to 8.

[@joyyuan6283]

Thank you!

[@abcd123906]

+Kristian Lydon Thank you!!! That was driving me crazy lol

[@thesaamorsalazar]

Thanks so much :)

[@Zantetsukens]

I got the same problem and you help solve it!!! Thanks

[@dorothyjohnson7308]

I have a interview and was asked do I have specifically; pivot tables, v-look up and concatenate filters. This was a great help. So, I would I be able to demonstrate on it interview?

[@MariaVelezschmitt]

That is my goal

[@gregjohnson4728]

This tutorial makes pivot tables so easy to understand. Looking forwards to the dashboard creation video next.

[@cet2cete]

These videos are a great resource for people in the trenches. Thank you, Jon. You take your time, don't race through what you are showing, and break everything down into understandable parses.

[@michaelpayne1059]

Hi. Many thanks for the help getting to grips with pivot tables. Do you know if there is any way of getting some data or a worksheet to play around with in around to help learn how to use?

[@ExcelCampus]

Hi Michael, You can download the file I use in the video at the following link. www.excelcampus.com/charts/pivot-tables-dashboards-part-2 I hope that helps. Thanks!

[@hjmens5930]

Excel Campus - Jo

[@dorotacieslak-jones5428]

Hello Jon, I am finding your tutorials very enlightening and so easy to follow. Thank you for doing them and providing so many helpful tips.

[@go2mac]

This will save me a lot of time separating those data, not knowing you can merge all of them. Thanks a lot

[@johnq3543]

Will rewatch video's. It takes a bit to really wrap your head around pivot tables. But your video's are so helpful. Thank you Jon

[@tamannag]

Jon- You are wonderful. Had i checked your channel some years before, i would have gained so much knowledge.

[@joshuashepherdnyatepe9245]

This lesson has given me confidence in handling pivot tables and data analysis.

[@jaimevaldez3058]

Its funny the ads on your tutorials are for Pivot table courses. Your video blows away the need for the course. Great tutorial!

[@twoibahsuwo7576]

Thanks John.....your presentation on how to creat dashboard and pivot table is quite exciting. For the past 10 years in my career, I have never known how to create one.

[@thestudiomakeup8876]

seriously best explanation ever! thank you so much Jon!!! thank you for also relating it to real life scenarios that we face in our jobs! Like what's trending, what is interesting to know/show, what's driving your category, orders placed, etc...this was beyond amazing!!!!! THANK YOU!!

[@THEREALSOURCE]

Thank you, thank you for these introductory videos.

[@hgya4625]

This is GREAT. I'd recommend to download the files to practice along with Jon. A few dates back I had no clue what dashboard was, now I can built one. Thanks Jon.

[@WaydeMartinson]

This video was amazing and simple to follow. Thank you so much for the refresher on pivot tables.

[@6723162]

You are an amazing instructor! The ability to communicate your knowledge of the subject makes Pivot Tables easy to understand. You are tremendously helping me to do better at work. Thank you.

[@joselitosalmo5632]

I am excited to go forward learning Pivot Table for my work through your kindness. Thanks for Excel Campus and to you sir Jon.

[@ExcelCampus]

Awesome! Thank you Joselito! :-)

[@janets4799]

This is a fantastic tutorial! I had to do an Excel test which was quite advanced and I've never used Pivot Tables before, this is just so clear to understand so a massive THANK YOU!

[@1kleberito]

Thanks, a whole lot Jon, your videos are so well organized and the way you explain things is just so easy to grasp. You also foresee possible questions people could have and answer those questions without anybody asking.

[@krystynajarzab9425]

Jon ,I like your lesson on pivot is awesome so easy .Thank you for sharing for few minutes time .I learn a lot nice and easy.

[@caroleserpell8869]

The best Pivot Tutor, thank you Jon, I just completed part 1 and now ready for part 2

[@zakf6140]

Jon, you rock. Within 30min you provided the insight necessary to use this Excel function. I can't even express how much it's increased my efficiency in analyzing large data sets as I manage multiple supply chains.

[@antarctica1555]

Watched all three of the tutorials, thanks you so much, most useful and easily explained

[@izzojoseph2]

It's been almost 5 years since i last used Pivot Tables. You've given great clarity to how I format the information. Thanks so much. Clear, concise and you know how to translate excel language to what we understand easily. Not everyone can do that! Thanks, again.

[@phenyomolefe4162]

Jon, you input has been immense, thank you for your contribution and sharing of that which you have found useful.

[@deepicasingh8629]

Best video on excel leanings so far... thanx Jon for making excel so exciting to learn for us..great job!!!

[@bonniemineo8269]

I feel so much better and less stressed after watching this step-by-step video. I love the way you teach, you are the first one that makes this less stressful for beginners like myself. Thanks for putting your knowledge out there.

[@ExcelCampus]

Thanks for the feedback, @bonniemineo8269! 😀

[@juliowu2290]

Mr. Maestro of Excel. Receive my respect and thanks pls!

[@brandonwilliams6278]

Jon, You put this together really well, and It definitely gave me a nice refresher on Pivot tables for my Financial analyst position. I really appreciate your work!

[@franceswidjaja9417]

This just gives me another reason to live and work! I was thinking to retire early because I can't bear the boredom of working with Excel. But I guess I have been working the wrong way and spent too much unnecessary time doing things I could do within 15 minutes :) thanks Excel Campus, you just saved my life time :D

[@JC-vo9fu]

I just happen to run by this video by accident while searching for a quality learning video for pivot tables and was very pleased with this one. It clearly explained each step for setting up your pivot table and dashboards. Excellent learning tool.

[@li4090]

Your are a great tutor. I have been checking all the videos that Lynda has to offer about Pivot Tables, they are good but they are too long, I always as well as my coworkers end up falling at sleep. I'm an analyst and I use data every day. Thank you so much.

[@li4090]

Question: how can I avoid the values. My job is about matching data for instance names, dob, addrees etc. We don't do too much financing calculation analysis.

[@lisavillarreal5804]

Great information and very well explained. Pivot tables have always been a mystery to me and now I feel excited to begin using them. Thank you for sharing your knowledge!

[@silvanadiravenna3266]

Thank you for your clear, easy to understand tutorials. I'm learning so much!

[@trevordoeseverything219]

Honestly, its absolutely genius to give a tutorial on how to manually do things in excel and offer a product with-in the tutorial that will help speed up the process. I would bet they have sold many copies of the Add-on. mad respect for the transparency and knowledge shared.

[@rajivmehta4535]

Amazing coverage dear Jon. I am so more confident to use Pivot Tables and their features. Thank you very much!

[@mariasamartzi3138]

Your videos are a great tool. Simple, to the point, yet very useful and cover a lot more than just the basics. Thank you so much for dedicating time and effort for all of us!

[@lucianabarreto3994]

An easy and straightforward way of teaching... Thank You!

[@oussamadeziri4806]

Simplicity is the key to smartness and you totally proved it in this video. Keep the great work.

[@BeverageGoblin]

This is the BEST explanation I've found for pivot tables, and I so appreciate it!

[@victoriamark3135]

Thank you for helping me to be able to show more excel skills. I haven't yet had to use this feature but man I can see how helpful this is. So clear and easy in explanation.

[@danar5373]

Honestly, this is the best Excel class I've ever seen!

[@mailman20092009]

gr8 work Jon. it helps me a lot to clear the myth that pivot table is complicated.

[@ariyooniyelu9249]

Thank you and thank you. Your videos are so easy to follow.

[@matthewcraggdiamond]

these videos have already made a significant improvement with how I work! Thank you. Well done.

[@AmazonSpanish]

Your videos are BEST EXPLANATIONS ever!! thank you Excel Campus. Thank you Andy and MR Jon..

[@docporter76]

Awesome. Many Thanks. This has made understanding these processes much more realistic.

[@arunvij8]

A worth to watch video.Each minute of this video is totally beneficial.

[@ExcelCampus]

+arunvij8 Thanks! :-)

[@mohammedfarhad6824]

Awesome tutorial! You explain so much with in 15 minutes......this is fantastic! .

[@ritaneves5706]

GREAT video! Thanks so much for such clear, nice and motivating videos (part 1 to 3) to learn how to do a good looking dashboard for work. Continue with this type of videos it helps so much!

[@amerfarooq1142]

Very very helpful video, even a beginner like me can understand very easily as it explains step by step. Thanks a lot for sharing wonderful knowledge