Download My 75 Minute Video Tutorial on Excel 2007 Pivot Tables

Topics Covered

Table of Contents for Recording

I have just recorded and published a 75 Minute Video Tutorial titled, “How to Create and Modify a Pivot Table in Excel 2007 to Summarize, Analyze and Present the Information in your Data Set.”

It is published on my WebEx by Cisco site: http://thecompanyrocks.webex.com Follow this link to go directly to this recording.

There is a charge for this recording – US$9.95 In addition to the recording you get:

  • A Step-by-step instructional manual
  • Access to the Excel workbook files that I used for this recording

Not to brag , but I think that this video tutorial is excellent! I spent many hours planning out the exercises, working through the timing of each chapter of the video and practicing my delivery. I am happy with the result. And, more important, I think that you will also be satisfied with what you will learn from this recording!

What You Will Learn on My Recording

My goal is to give you a comprehensive understanding of Excel 2007 Pivot Tables. But to give you the opportunity to learn this in “bite-size chunks” that can replay when necessary. I created realistic exercises to illustrate each topic.  Also notice that I have created a Table of Contents for the recording so that you can go to a specific chapter on the recording. You can stop and start at any point.

How to Download this Recording

  1. Go to http://thecompanyrocks.webex.com or click on this link to go to the main menu.
  2. Click on “Recorded Sessions.”
  3. Click the link for the recording, “Excel 2007 Pivot Tables to Summarize Data.”
  4. Register for this session (First Name, Last Name and email address).
  5. Enter payment information (PayPal or Credit Card). This is a secure site!
  6. Follow the instructions to Download my recording.
  7. Recommended – you can also download the ARF Recorder to view the recording.
  8. At this point you can decide to convert the recording to a different format. E.g. WMV (Windows Media Player), SWF (Flash) or MP4 (MPEG4)
  9. At the end of the recording, you are taken to a web page with links to download the Instructional Manual and to download the Excel Workbook that I used during this recoring.

Give Me Your Feedback

I welcome your comments and suggestions for future video tutorial recordings. You can add your comments below or send them to me via email.

How to Filter Excel Data and Save Custom Views

With an Excel data set, you rarely want to view all of the records – hundreds or thousands of records. Rather, you want to view a subset of the data – e.g. Sales of Laptop Computers in June sold by Bob. To do this, you create and apply filters. A filter is similar to a query – you are asking a question and getting the answer – information – from your data. If this is a question that you ask frequently, you can save the filter as a Custom View.

Filter Types in Excel

Filter Types

In Excel 2007, filtering has been greatly improved with the introduction of Date Filters, Text Filters and Number Filters. Now it is easy to find the sales for “last week,” or the invoices that will be due “next month,” etc. These new filter types – also available in Access 2007 – allow you get better information quicker from your data set.

Top 10 and Above Average Filters

In this lesson, I also demonstrate how to use the “Top 10” filter. You can also use the new “Above Average” and “Below Average” number filters to quickly find your best performers.

Create Custom Views

There is one “frustration” with Custom Views: If you use Tables in Excel 2007, you cannot use a Custom View. In fact, all Custom Views are disabled if you have a Table on any worksheet in your Excel Workbook.

You can learn more about filtering in Excel – click here to watch my video on Using Advanced Filters in Excel.

Want to watch this video in High Definition, Full-screen Mode? Click here to go to my DannyRocksExcels Channel on YouTube.

View my Video Podcast on iTunes. Click here to go to my iTunes Video Podcast, “Danny Rocks Tips and Timesavers.”

Learn how to “Master Excel in Minutes – Not Months!”

How to Take Advantage of Excel 2007 Tables

One of the major improvements in Excel 2007 is working with Tables. In this lesson I demonstrate Five Benefits for Working with Excel 2007 Tables:

  1. Automatically expand in size to add Columns (Fields) and Rows (Records)
  2. Use Natural Language Formulas – Copied down the column automatically!
  3. Total Rows Tool – great for seeing the results in filtered lists
  4. Easy to use Filters for Dates (Last Week, Next Quarter, etc.), Text and Numbers (Above Average, Top 10, etc.)
  5. Improved Formatting – Use Live Preview to see what style options look like before you select them

You can view and download this Excel video lesson – for free – on iTunes. Click here to visit my Podcast, Danny Rocks Tips and Timesavers at the iTunes store.

If you enjoyed this Excel Video Lesson, I invite you to purchase my DVD, “The 50 Best Tips for Excel 2007” – You can shop with confidence at my secure web store.

I help you to find the Excel Training Video Lesson that you want – Visit my Index of Excel Video Lessons

You can watch – and download – this Excel Video Training Lesson on You Tube. Subscribe to my YouTube Channel – DannyRocksExcels

Learn how to “Quickly Create Pivot Tables in Excel”

Learn to AutoFilter a data list

In this lesson you will learn how to use Excel’s AutoFilter to reveal select data records that match your filter criteria.

Here are the steps to follow in this lesson:

1) Organize your list into Columns / Fields that contain a single type of data e.g. Territory

2) Apply a different format to identify the Top Row of your list as the Column Headers

3) Select one cell in the list then choose DATA – FILTER – AUTOFILTER

4) Use the “drop-down” arrow for a field to select your filter

5) The Top 10 Filter is a generic term. e.g. You can filter to Bottom 15items / percent

6) Custom filters allow you to see records that are <, <=, etc.

Find the video lesson that you want – Index to all Excel Topics

News! My DVD, “The 50 Best Tips for Excel 2007” is now available to purchase. I invite you to visit my online bookstore for more details.

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