Excel Pivot Tables Tutorials: My YouTube Playlist

I have been organizing the video tutorials on my YouTube Channel – DannyRocksExcels – into Playlists.

I quickly realized that I have more videos (70 +) that focus on Excel Pivot Tables than on any other topic. So, having a playlist for all 70 (and growing) Pivot Table Tutorials is a great help when you need to learn about Pivot Tables. Or, simply to refresh your memory about how to use a specific Pivot Table Tool.

Scope of My Pivot Table Tutorials

I posted my first Pivot Table Tutorial on YouTube back on August 1, 2008. So far, that 7 minute Introduction to Pivot Tables in Excel 2003 has received over 90,000 views! Since then, I have created Pivot Table videos for Excel 2007 and Excel 2010.

Front Page of Online Shopping SiteIn-Depth Focused Training for Excel Pivot Tables

I invite you to visit my secure online shopping website – http://shop.thecompanyrocks.com – to learn about the many training resources that I offer you.


Link to My Excel Pivot Tables Playlist

Follow this link to go to my Excel Pivot Tables playlist on YouTube. If you like this Playlist, I encourage you to share it with your friends and colleagues.

Excel Pivot Tables Playlist on YouTube

Master Excel Pivot Tables in 90 Minutes: Announcing My New Extended Length Video Tutorials!

Master Pivot Tables in Minutes

Master Pivot Tables in Minutes

I am proud to announce the publication of my new series of “Extended Length” video tutorials: “Master Excel Pivot Tables in 90 Minutes!”

Now, you can can get an in-depth video tutorial, so that you can Master Excel Pivot Tables with 90 minutes of video instruction. You also receive the actual Excel Workbook file that I used while filming the video lessons as well as a printed step-by-step instructional manual.

What Makes this Product Unique?

  •  Excel Versions for the Video Tutorials

  • Available for Excel 2010, Excel 2007 or Excel 2003

Multiple Options for Delivery

Resources to Assist Your Learning

  • The Excel Workbook file that I used while filming each video lesson – Included with purchase!
  • PDF Manual of Step-by-Step Instructions – That you can print out – Included with purchase!

Take a Short Video Tour

Follow this link to watch a short – 5 minutes – video tour of my new products on my YouTube Channel – DannyRocksExcels

Visit My New Secure Online Shopping Website

I invite you to visit http://shop.thecompanyrocks.com This is my new online shopping website. I have created secure shopping carts to ensure that your privacy is protected. I also offer a 100% Customer Satisfaction Policy. If, for any reason, you are not 100% satisfied with any of my products, I will refund your purchase with no questions asked!

Danny Rocks

The Company Rocks

My Extended Length Pivot Tables Video Recordings Available for Excel 2003, 2007 and Excel 2010

On my WebEx site – http://thecompanyrocks.webex.com – I have posted three, one-hour-plus video recordings to help you to learn how to create and customize Excel Pivot Tables:

Download “Free of Charge” Resources for Each Recording

Click on the hyperlinks above to go to a special landing page for each Excel version. From the landing page, you will find links to download the resources that accompany each version:

  • The Excel Workbook – in each version of Excel (2003, 2007, 2010) that I use during the video recording.
  • The Step-by-Step Instructional Manual that I created for each Excel version of my recordings.
    • Available as an Adobe Acrobat PDF or as a Word Document

Very Attractive Pricing for Recordings

I have decided to price each of these recordings – which you can download to your computer – at US$9.95

  • Imagine what you would have to pay to hire a trainer – per hour –  to teach you these Pivot Table lessons!
  • Imagine how many pages in a book you would have to wade through to read about Pivot Tables!
  • Now, imagine being able to:
    • Watch a video demonstration of the steps to take to create or customize a Pivot Table.
    • Read – and make notes in – a written document that follows the steps that I demonstrate.
    • Practice the techniqes that I demonstrate on the video with the actual Excel worksheets that I use.
    • Skip back and forth to the chapter that you want to watch or review on the video recording.
    • Download the recording for the exact version of Excel that you are using.
    • Get all of this for only US$9.95

What You Will Learn on My Video Recordings

I have taken care to organize each of these topics “by chapter” – with starting points and ending points – on the recordings:

  • Create a Pivot Table in the Excel version that you are using.
    • Spotlight the uniqe features of each version
  • Filter and Sort the Fields in your Pivot Table
  • Change the Data Source & Refresh your Pivot Table
  • Use Multiple Functions and Views to Calculate your Pivot Table
  • Create a Calculated (“virtual”) Field in your Pivot Table
  • Group Fields – e.g. turn daily transactions into a Month, Quarter, Year Pivot Table Report
  • Create and Filter Pivot Charts
Download WebEx Recording

Download WebEx Recording

Download My Recordings at WebEx

  • Go to http://thecompanyrocks.webex.com and on the left side of the screen click on “Attend a Session – Recorded Sessions” to find the recording that you wish to download.
  • Register and enter your payment information – this is a secure shopping site.
  • Download the recording – also download the WebEx Recording Player so that you can play the ARF recording.
    • I recommend that you “Save” your recording on the download page. Play it from your directory of choice after it has downloaded
    • From the ARF Player for the WebEx Recording, you can convert the recording to another video format (MP4, AVI, WMV or SWF)

I welcome your feedback. Send me your questions, comments and suggestions for future recordings.

List of My Most Popular Posts and Pages

Summer – in the Northern Hemisphere – is now behind us. I went back to survey the videos and pages on my website that had the most views during the Summer of 2010. 

Here is a listing of my “Top 10 Video Posts” and my “Top 5 Pages.” Click on the Links for each title to go directly to the Video Lesson or Page.

The “Top 10 Video Posts” on The Company Rocks Website:

  1. Simplify Data Lookups in Excel
  2. Make Excel Come Alive with Visualization Tools
  3. Build an Accounts Receivable Aging Report
  4. Summarize Multiple Excel Worksheets – Consolidate Data by Position
  5. How to Merge Multiple Excel Workbooks into a Master Budget
  6. Use Pivot Tables to Summarize by Year, Quarter and Month
  7. Perform Break Even Analysis with Excel’s Goal Seek Tool
  8. 2 Reasons to Format Cells Before You Enter Data in Excel
  9. Hide and Show Details in Excel Pivot Tables
  10. Use Vlookup Function to Prepare a Payroll Statement

The “Top 5 Pages” Viewed on The Company Rocks Website:

  1. The Excel Home Page
  2. Index to Excel Video Lesson Topics
  3. List of “The 50 Best Tips for Excel 2007”
  4. Excel Training Videos by Category
  5. The 50 Best Tips for PowerPoint 2007

The Danny Rocks Tips and Timesavers Podcast

During the Summer of 2010, I started my own video podcast at the iTunes Store. These podcasts are free of charge. The video resolution is optimized for viewing on an iPad, iPod or other portable media device.

The DannyRocksExcels Channel on YouTube

Over the past two years I have posted 104 video lessons on my “DannyRocksExcels” Channel on YouTube.

The DannyRocksPowerPoint Channel on YouTube

I maintain a separate channel on YouTube – “DannyRocksPowerPoint”– to post my PowerPoint Tips and Narrated PowerPoint Presentations. I invite you to vist my channel to view, download and share these videos with your friends and colleagues. Click here to go to my YouTube Channel.

“The 50 Best Tips for …” series of DVDs

I offer five DVDs for sale on this website. Click here to start your shopping cart. I guarantee your satisfaction. If you are not 100% satisfied with my DVDs, I will refund your purchase with no questions asked!

You can learn how to “Master Excel in Minutes – Not Months!”

Here is a listing of the DVDs that I offer for sale. Click on the link for each title to go to the list of the tips that I offer on each DVD:

My New DVD – The 50 Best Tips for MS Excel 2007 is now on sale

50 Best Tips fo MS Excel

New! Now available from the online store at www.thecompanyrocks.com

Do you ever have one of those “A-ha” moments? You know – those moments when everything falls into place. When everything becomes crystal clear. When you finally “get it!”

Well, here is your opportunity to experience 50  “A-ha” moments. Here is a great way for you to learn “The 50 Best TIps, Tricks, and Techniques for Microsoft Excel 2007.”

I spent almost three months filming these short Excel training videos. I worked hard to create this DVD in order to make it easy for you to learn how to remain productive at work while learning to use the new Excel 2007 interface.

And, the Excel 2007 interface is really quite different.

So different, that many long-time Excel users just give up on it and return to the tried and true Excel 2003 program.

And that is too bad. Because, Excel 2007 allows you to perform so many business tasks faster and better. But … first, you must get over “the initial learning curve” to understand how to navigate in Excel 2007.

This DVD makes it easy for you to learn how to use Microsoft Excel 2007 – guaranteed!

In selecting the 50 Best Tips for Excel 2007, I wanted to include tricks that all Excel users could put to use – now! I include tips at the Introductory, Intermediate and Advanced levels.

Each lesson is short – five to six minutes on average – and focused on just one topic. Each lesson on the DVD is self-contained – I teach you how to solve one problem per lesson.Overall, the DVD contains 5 1/2 hours of training on Excel 2007!

This DVD is available exclusively from the SkillPath Seminars bookstore. They are offering it for sale at the introductory price of $49.95 Here is a link to the demonstration / order now page.

I am proud of this product. I know that you will gain some new insights into how to get the most out of Excel 2007. I welcome  your feedback. Please drop me a note  – danny@thecompanyrocks.com Or … add your comments below for all readers to share.

Thank you for your support!

Danny Rocks

Group Data in Pivot Table for Quarterly Report

During a recent Excel training class, one student asked me if was possible to create a Quarterly Summary Report in a Pivot Table. Yes, it is quite easy to do this – as you will see in the video.

In the Data Set that we are using for this Pivot Table we have four territories and 12 months of sales for each territory over a one year period. The Months (Jan, Feb, etc.) are not actual dates (e.g.1/1/08,) they are Labels.

In an earlier video, I showed you how easy it is to create new fields for Months, Quarters & Years from a Date field. Because our months are Labels, we will GROUP the Months to create the 1st, 2nd, 3rd, and 4th Quarters in our Pivot Table.

Here are the steps to follow in this lesson:

  1. Create a Pivot Table using the default settings in the Pivot Table Wizard. Place the Months in the Row area, the territory in the Column area, and the Sales in the Data area.
  2. Select the Labels January, February, March. On the Pivot Table drop-down menu select Group & Show Detail – Group.
  3. Rename the generic label (Group1) to 1st Qtr.
  4. Follow the same sequence of steps to create Groups for the 2nd, 3rd, and 4th Quarters.
  5. Rename the new, generic field (Month2) Quarter.
  6. Use the Toolbar Commands to Hide & Show Detail as desired.

NEW! Download the Excel Practice file that I used in this video

Search the Index of Excel Lessons to find my training video listed by topic

New! Danny’s DVD Training Series, “The 50 Best Tips …” is now available at the online store for The Company Rocks

Related Videos

Change Pivot Table Grouping to a Fiscal Quarter

While I was training a class to use Pivot Tables this week, I showed them how to Group Dates by Month, Year & Quarter. They liked that a lot – it’s a great feature! However, one student said, “My company is on a Fiscal Year. Is it possible to change the grouping of the Quarters from a Calendar Year to a Fiscal Year?”

Yes! There are several ways to do so. In this Excel Video Lesson I demonstrate the easiest way.

Here are the steps to follow in this Excel Training Video:

  1. Create the Pivot Table. In this example we drag the “Date Field” to the “Row Area” and drop the “Sales Field” into the “Data Area.”
  2. Select one cell in the Date field and from the Pivot Table drop=down menu choose Group & Show Detail – Group. Highlight Month & Quarter. Click OK.
  3. We now have a new “Outer Row” filed – Quarter – in our Pivot Table. However, the grouping reflects a Calendar Year. We need to change this to a Fiscal Year.
  4. Select each label, in turn, and edit the name in the Formula Bar.
  5. To change the Order of the Quarters: Right-click the 4th Quarter label and choose Order – Move to End.
  6. Edit the Field Settings for the Quarters Field. Add in the SUM Subtotal.
  7. Make the Quarterly Subtotals & Grand Total rows Bold.
  8. Double-click any Quarterly Label to Hide the Details. Use the Icons on the Toolbar to Show / Hide details for each group to suit your needs.

Looking for a specific Excel Video Lesson? Click here for an Index of all Excel Training Topics

Do you want to see a list of all of my Excel Pivot Table Video Lessons? Click here to go to my Pivot Table Archive.

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.

Top Excel Posts in September 2008

Here is a classified listing of the most popular postings and Video lesson blog entries on my site during the month of September, 2008:

Information about The Company Rocks Excels

Filtering Excel Data

Time-Savers in Excel

Pivot Tables in Excel 2003

50 Best Tips for Excel 2007

Excel Tips

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

Hide and Show Details in Excel Pivot Tables

I continue to explore the many great features of Excel Pivot Tables. In this video lesson, I show you how to place fields in the PAGE area of the template; how to hide details in order to see the big picture and to reveal the hidden details in various formats. You will also learn how to automatically generate multiple pivot table reports!

Watch This Video on YouTube

Here is the link to watch this video tutorial on YouTube .

 Here are the steps to follow in this Excel video lesson:

  1. For this lesson I am moving the data sheet to a new workbook. Select Edit, Move or Copy Sheet (Click the “Copy” check box) and select “To a new workbook.
  2. Create the Pivot Table (Data, Pivot Table Report). In step 3, choose the “Layout” tab.
  3. On the Template, move “Territory” to the “Page” area; “Sales Reps” to the “Row” area; and move “YTD Sales” to the “Data” area twice. Click OK and then Finish.
  4. Rename the new worksheet – e.g. Pivot Table.
  5. Format the Numbers in the 1st Sum of YTD Sales Field – Right Mouse Click, choose Field Settings and the Number Tab.
  6. For the 2nd Sum of YTD Sales, Right Mouse Click, Field Settings and then “Options.” In the Options tab select “% of Total” from the drop-down “Show Data as:” box.
  7. Filter the Territories in the “Page” area.
  8. Move the Territories from the “Page” area to the “Row area.” You now have 2 Row Fields. Territory is the “Outer Row” and Sales Rep is “nested” as the “Inner Row.”
  9. Experiment with “Show Details” and “Hide Details” on the Pivot Table Toolbar.
  10. To create individual worksheets for the territories: Move Territory back to the Page area. From the drop-down options on the Tool Bar, select Show Pages.

NEW! My DVD Training Series, “The 50 Best Tips … ” is available for sale at the online store for The Company Rocks

Learn How to Quickly Create Pivot Tables – With Real World Business Examples!