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Automate Excel
·
Module 5
Summarizing Data with PivotTables
1
Summarizing Transactions with PivotTables
Create a PivotTable from a structured accounting dataset to summarize transactions.
2
Mastering PivotTable Value Field Calculations
Configure PivotTable value fields to display sums, counts, and averages.
3
Grouping PivotTable Dates for Trend Analysis
Group PivotTable data by date periods (months, quarters, years) to analyze trends.
Interactive Data Analysis with Filters and Slicers
Use filters and Slicers to interactively analyze specific subsets of data.
5
Creating Calculated Fields in PivotTables
Create a calculated field to perform custom calculations within a PivotTable.
6
Visualizing Financial Trends with PivotCharts
Create a PivotChart to visualize financial trends and comparisons directly from a PivotTable.
Previous module
Data Integrity and Visualization
Next module
Building Dynamic Financial Statements