The Pivot Ready Course
The Step-by-Step System for Learning
How to Master Pivot Tables in Excel
The Pivot Ready Course is an online course that will teach you how to master one of the most powerful tools in Excel, pivot tables.
I have helped teach millions of Excel users about pivot tables through my blog posts and videos. Often times people say,
"It looks so easy when I see someone else do it, but I struggle to build a pivot table with my own data."
If that sounds like you, don't worry, you are not alone. I have found that there are a few major hurdles with learning pivot tables that keep us stuck.
So, I have designed the The Pivot Ready Course to get you unstuck. This course uses my simple step-by-step training system to help you learn pivot tables quickly.
Why Learn Pivot Tables?
One of the most common challenges we face in Excel is making sense of data.
This usually means taking a large amount of data and turning it into summary report that is easy to read and understand. We need to provide reports to management that help analyze trends and gain insights about the business.
In my opinion, pivot tables are the best tool in Excel for this task. They allow us to take a large amount of data, and quickly turn it into a summary report.
We can use pivot tables to save a TON of time with analyzing data, generating reports, and creating dashboards for senior management. Tasks that would normally take hours or days to complete with complex formulas, can be done with just a few clicks using a pivot table.
In the screencast below I create an interactive report in 30 seconds using a pivot table and pivot chart.
There's no doubt that pivot tables are an amazingly powerful tool that can save us time with our job.
But, why can it feel so challenging to build pivot tables with our own data?
The key to using pivot tables is getting the
source data in the correct layout.
The key to using pivot tables is getting the source data in the correct layout/format. This is the most common mistake I see with pivot tables, and also the biggest point of frustration.
We can waste time dragging fields in the the different areas, not sure of what the results will be. This leaves us guessing, and doing a lot of trial and error to get the desired results.
This was my story too. When I first started with pivot tables, I didn't fully understand how they worked. I knew they were powerful and could save time, but there was a lot of guesswork.
My results weren't always consistent, and I wasn't sure why...?
Sometimes the Values area would default to Count instead of Sum. Sometimes the dates wouldn't group into months and years. And I wasn't always sure which areas to drag the fields into.
What I eventually realized is that it is all about the source data.
The source data must be in the correct layout for a pivot table to work properly. This is like putting the wrong type of gas in your car. What will happen if you put diesel fuel in a car that takes regular unleaded gas. I'm not sure, but I don't want to find out... 🙂
So, getting the source data right is critical to making everything else work.
Over the last 10 years I have learned a lot about pivot tables. They have helped me analyze data in new ways. This has not only helped save time, but also made me a valuable resource to my employers. I am able to create interactive reports and dashboards that senior management relies on to make decisions.
This responsibility also gave me more freedom. Instead of being stuck doing the same old boring task, I had more time to work on fun and creative projects that had a greater impact on the organization.
So, I've created The Pivot Ready Course to help teach you these valuable skills.
Who Is This Course For?
The Pivot Ready Course will take you from complete beginner to a pivot tables expert. I use my simple step-by-step learning system to help you gain a true understanding of how pivot tables work.
This course will make you Pivot Ready.
Being Pivot Ready means being able to visualize the results of your pivot table and reverse engineer it so you can get the source data in the correct layout. This will help you get your job done faster with less frustration.
This course is for you if you answer YES to any of the following questions:
- Do you use Excel frequently in an accounting, finance, engineering, marketing, HR, or analyst role?
- Do you work with data sets and reports that are exported from various systems of record (General Ledgers, CRM, ERP, databases)?
- Are you stuck trying to figure out how to summarize the data to create reports and analyze trends?
- Have you heard of pivot tables, but not fully sure how they will benefit you or how to use them properly?
- Do you want to build useful reports and dashboards that your boss and upper management will love?
- Do you want to simplify your reporting processes to save tons of time with your work to free yourself up for bigger projects and opportunities?
This course is designed to equip you with the skills to quickly transform data sets and create amazing reports & analysis.
What Others Are
Saying About Our Training
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.
Your lessons are very simple and interesting. It's very easy to understand and the pace is great for explanation. Great help. Thanks a lot !
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.
I've been using Excel for 18 years, some of which I've taught classes on how to use the application, and I start a job this coming week that will need me to have this skill. In all the years I've worked with Excel I've done much of this manually with formulas and built the charts from scratch. Thank you so much for making these videos. You saved me :)
You made learning how to use pivot tables a breeze! You go through the steps at a reasonable pace, and your instructions are very clear and concise. I can use pivot tables in my day-to-day use of excel. I'll be able to get my work done a lot quicker. Thanks Jon.
Really well done. Thank you. I've not heard about pivot tables or charts until I applied for a job. I'm familiar with Excel, but that threw me. Now I feel very confident using this tool and see that you're going to be a go-to resource for my continued learning. Thank you.
Many thanks for explaining Pivot Tables. Not at all as hard as I thought it would be. Feeling much better & confident for my job interview tomorrow. Wish me luck!
What is an Online Video Course?
The Pivot Ready Course is an online video course. This means you can watch the screencast videos any time you want, in the comfort of your own home or office.
- The course is is divided into 8 training modules.
- Each of these modules is comprised of 8-10 video lessons.
- Each video lesson contains a short 5-10 minute video that helps you build your knowledge and skills.
- You get 24/7 access to watch and re-watch the videos from work, home, tablet, and smartphone. Videos can also be downloaded to watch offline.
Step-by-Step Learning Keeps You On Track
Pivot Tables have a lot of components and features. Learning all of this can feel overwhelming. So I have broke down the video lessons into small bite-sized chunks.
The short videos also make it easy to come back and re-watch a video on a specific topic to get a refresher. Plus, the course site tracks your progress to keep you organized. You will know right where you left the course next time you login.
The lessons come with before & after companion Excel files so you can follow along with the videos and practice the techniques. This type of hands-on learning helps build your skills quickly and apply this knowledge to your own projects.
What Am I Going to Learn?
Here is a detailed list of
The 8 Training Modules
Modules 1: How Pivot Tables Work
In Module 1 we look at how pivot tables work. You will learn:
- How pivot tables can quickly summarize large data sets to create reports & charts.
- Why the layout of the source data is the most important step in creating pivot tables.
- How the pivot tables filter and calculate data when we add fields to the different pivot table areas.
Module 2: Source Data Basics
Getting the source data in the right layout/format is absolutely critical for building pivot tables.
In Module 2 you will learn some of the basics to preparing your data. This includes: getting the data in a tabular format, deleting or handling blanks, converting text to numbers or dates, and using Excel Tables.
These steps will become your checklist for preparing any data set for use with a pivot table. Doing the prep work up front saves a TON of time and makes pivot tables much easier to work with.
Modules 3: Pivot Table Basics
In Module 3 you will learn how to insert and build pivot tables. This includes tips and shortcuts for creating pivot tables.
We also learn about the Pivot Table Field List. The Field List is the control panel for the pivot table where we drag-and-drop fields to build the reports.
You will learn about each Area of the pivot table, and how we can use them to quickly change the layout of our reports.
This will help you take the guess work out of it. No more trial and error with dragging and dropping fields into different areas. You will be able to visualize what the pivot table will look like before building it out.
Module 4: Formatting, Layout & Calculations
Formatting our reports to meet the boss's expectations is probably one of the most important parts of the job. In Module 4 you will learn:
- How to apply number formatting to make your pivot tables look good.
- The 3 different report layouts for pivot tables.
- How to style the pivot table with different fill and border colors.
- The pivot table options menu that contains 30+ settings, and which ones are important.
- How to change the calculation type of create percentage of total metrics in your pivot tables.
Modules 5: Transforming Source Data with Power Query
Often times our source data is not in the right layout for a pivot table. If the source data isn't right, then the pivot table won't work the way we expect it to.
In Module 5 you will learn how to transform your data into the right layout using Power Query . This is referred to as Unpivoting or Normalizing a data set.
Power Query (now called Get & Transform in Excel 2016) is a great new data transformation tool that makes this process easy. It is available for Excel for Windows for versions 2010 and beyond. In this module I give an overview of how Power Query works, and then explain how to use it to transform our data with a series of step-by-step videos.
We look at how to Unpivot or Normalize different types of reports such as Actual vs Budget reports and inventory reports. We prepare the data for use in pivot table so we can easily create flexible pivot table reports.
Module 6: Adding More Data
In Module 6 you will learn how to add more data to your source range, and how to refresh the pivot tables.
I explain why using Excel Tables are critical for this process. They not only make it easier to add new data, but also help prevent a lot of errors. This module will help you create systems for updating your reports with new data on a periodic basis.
Getting the Tables and pivot tables setup properly in the beginning can save hours of work and frustration in the future when we need to add new data to our pivot tables.
Module 7: Grouping Date Fields
Typically our source data has columns that contains dates. We might want to create a pivot table report that groups those dates by year, quarter, month, week, etc.
There are two main ways to group dates with Pivot Tables.
- Pivot Tables have a built-in Group Fields feature that can quickly group date fields.
- We can add columns to our source data that contains formulas to create groups.
In Module 7 you will learn both of these methods, and the pros and cons for each method. You will also learn how to group dates for fiscal calendars.
Module 8: Pivot Table Filtering Techniques
In Module 8 you will learn time saving techniques for filtering your pivot tables. This includes:
- How to apply filters to the different areas of the pivot table.
- Creating filters that automatically filter for the current time period (week, month, year, etc.).
- Creating filters for multiple criteria on the values area using AND and OR logic.
For example, how to apply a filter to only include transactions with revenue greater than $1,000 and quantity less than 30.
Some Awesome *Bonuses*
Just For You!
Bonus #1: Excel Companion Files
Along with the videos you are also getting the Excel files I use throughout the course.
You get the BEFORE and AFTER files, so you can follow along with the videos and practice the techniques. This type of hands-on learning will help you improve your skills quickly.
Bonus #2: The Best Course Software
The course site is very easy to use. It tracks your progress for you, allowing you to come back right where you left off. This keeps you organized and helps you focus your time on learning.
You can access the course anytime, from any device. Watch the videos on any tablet or smartphone.
Bonus #3: Comments Section on Every Lesson Page
Each page in the course has a comments section. You can ask questions here and also see what other students in the community are asking. I will be here answering your questions and helping you along the way.
Bonus #4: Certificate of Achievement
You will be emailed this awesome Certificate of Achievement when you complete the course. You can automatically post it to your LinkedIn profile, share it on social media, add it to your resume, and print & frame it.
This will help you market your new skills and let employers know that you are a certified Excel Superstar!
Bonus #5: Module on Slicer Hacks
Slicers are an awesome tool that allow us to make our pivot tables and charts interactive. Users love this feature.
In this bonus module I share creative solutions for various ways to use slicers. This includes techniques like: adding a search box to a slicer, filtering/sorting a slicer with a slicer, dynamic chart labels, MTD comparisons, and much more.
These techniques will help bring life to your workbooks and make them easier to use.
Bonus #6: Mini-Course on
Combing Worksheets & Workbooks with Power Query
Sometimes we have source data in multiple worksheets or workbooks. It can be challenging and time consuming to combine the data for use with a pivot table.
Power Query (Get & Transform) makes this process much easier. In this bonus module you will learn how to combine data from multiple worksheets or workbooks.
We look at multiple examples of how to clean up and transform the data, then combine (append) it into one large table. If you have formatted reports that look like the example above then this training will save you a TON of time!
Power Query allows us to setup automated systems for cleaning up, transforming, and combining the data. New worksheets or workbooks can automatically be added to the output Table when new data is published every period.
The Combine Data with Power Query Course ($97 value) is included as a free bonus with your enrollment. The course includes 10 tutorial videos that will teach you how simplify this process and prepare your data for use with pivot tables.
Hi, my name is Jon Acampora and I am your instructor for this course.
I have been using Excel for over 10 years as financial analyst and systems developer. Over that time I have become passionate about learning Excel, and finding the fastest and most efficient ways to accomplish a task.
My interests with Excel cover a broad range of topics from data visualization to application development. I have developed dozens (if not hundreds) of VBA applications and add-ins.
I have been awarded the Microsoft MVP Award for my contributions to the Excel community and helping others learn.
More than anything, I really enjoy teaching you these skills and techniques to help you work efficiently and get your job done faster! I am always happy to help answer questions, and I'm here to support you on your journey to learn Excel (and impress your boss). 🙂
How Much Does The Course Cost?
Right now I'm offering lifetime access to The Pivot Ready Course Bundle for $297. However, you can get the course for FREE when you join my new membership program, Elevate Excel.
Elevate Excel is a comprehensive training program for all skill levels and abilities. The training is divided into 4 stages.
When you join Elevate you will take an assessment (quiz) to determine your current skill level. Then follow a success path that will help you elevate your skills to the next level.
There's no risk with my 30-day Money-Back Guarantee
My goal is to help you learn pivot tables so you can save time with your job and take your career to the next level. I want you to love this course and use it as a resource for continued learning. If you take the course and are not satisfied with what you learned, you can get a full refund.
There are no hoops to jump through. If you're not smiling, then I want to know about it. 🙂
Become an Elevate Excel Member Today
Each month you'll receive $497 in value as a a member of Elevate Excel, plus bonuses worth $297 —yours for just $27 a month.
The Pivot Ready Course Bundle ($297)
Comprehensive Excel Training (4 stages)
Customized Learning Road-map
Monthly Group Q&A Coaching Calls
...and much MORE!
Get 2 Months Free with the Annual Plan
The Pivot Ready Course Bundle ($297)
Comprehensive Excel Training (4 stages)
Customized Learning Road-map
Monthly Group Q&A Coaching Calls
...and much MORE!
Get 2 Months Free with the Annual Plan
“Since joining this morning, I’ve already made several changes to my standing reports, to the amazement of our senior management!
I thought I knew everything about this subject, but Jon has illustrated some very powerful ways to enhance my world!”
--Ken Hackett, Senior Distribution Manager
Frequently Asked Questions
When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
You can access the course site from your work computer, home computer, tablet, smart phone or any other device with an internet connection.
The course site remembers your progress, so you can pickup right where you left off on any device. That means you can watch a few videos at work, then continue right where you left off on your home computer.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
How long does it take to complete the course?
This depends on how much time you have to spend each day on watching the videos. I recommend watching one or two videos a day, and then practicing the techniques in your job. If you complete one module per week then it will take 8 weeks to complete the course.
Can I download the Excel files used in the course?
Yes! You will be able to download all the files I use throughout the course. This makes it easy to follow along and test the code.
Can I watch the videos on my iPad or tablet?
Yes, the course can be accessed on any tablet or smart phone, and it looks beautiful. You can watch the course on your iPad while following along with the Excel files on your computer screen.
What version of Excel do I need?
You can use any version of Excel for either Windows or Mac. I use Excel 2013/2016 for Windows in most of the videos in the course. All the functions, formulas, and techniques explained in the course can be used on either the Windows or Mac versions of Excel, from 2003 and beyond. The bonus module on Power Pivot and Power Query will only apply to Windows versions of Excel from 2010 and beyond.
How do I ask questions and get support?
Each video lecture page has a comments section at the bottom. You can use this section to ask questions and see what questions other students have. I will be there helping to answer your questions.
What payment methods do you accept?
All major credit cards including Visa, MasterCard, and American Express are accepted. We also accept PayPal.
Can my employer pay for my enrollment?
Yes, you can use your company's credit card to pay for the course. A receipt will also be emailed to you that you can submit for reimbursement to your employer. Most companies are willing to invest in making their employees even more awesome at Excel! 🙂
Can I purchase multiple memberships for my employees?
Yes, there is a team package available at a discounted price. This package includes 3 memberships to the course for you and your team members. Each team member will have their own account and be able to track their progress in the course. Please contact us (email@example.com) if you would like to register more than 3 members.
What if I am unhappy with the course?
If you are unsatisfied with your purchase, contact us within 30 days of purchase to get a full refund. I want you to be fully satisfied and learn a lot!
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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!
I had been intimidated by Pivot Tables until watching your videos. Thank you so much!
Great lessons on Pivot Tables. For years I have been reluctant to learn them because I heard they were complicated and took expert knowledge. You have shown me that anybody can create a pivot table. Well done.