Excel Data Analysis Class 01: PivotTables, Power Query, Formulas and Charts

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  • čas přidán 30. 06. 2024
  • Excel Data Analysis 01 files:
    excelisfun.net/files/EDA01-St...
    excelisfun.net/files/EDA01-Fi...
    excelisfun.net/files/fSales.txt
    excelisfun.net/files/fSales-W...
    In this video learn the basics of Data Analysis using Microsoft PivotTables, Power Query, Worksheet Formulas and Charts. Learn how to use Power Query to import data, use worksheet formulas to create the sales table (the data model), use the Standard PivotTable tool to build four sales reports, use a Slicer to filter your report, use the Chart tool to build a line chart to show sales trends over time, and finally use Power Query to refresh the reports when new data arrives.
    Video compares a Standard PivotTable to a Power Pivot Data Model PivotTable and to Power BI Visualizations and Data Model. This video details how the data analysis process works in all three tools: Standard PivotTable, Power Pivot Pivot Table and Power BI Visualizations.
    Topics in the video:
    1. (00:00) Intro
    2. (00:10) Files to use in class
    3. (00:34) Goals for video
    4. (01:25) Data Analysis Step #1: Get Data. Use Power Query to Get Data. Learn about important data analysis terms.
    5. (07:24) Data Analysis Step #2: Create Data Model. Use Worksheet formulas to create flat table for the Standard PivotTable tool. Learn about the new lookup function XLOOKUP.
    6. (12:44) Data Analysis Step #3: Create Calculations & Reports. Create first report: Year Month Sales Report with Product Slicer.
    7. (14:32) Grouping in a PivotTable.
    8. (19:02) Data Analysis Step #4: Create Visualizations: Line Chart to show sales trends.
    9. (21:41) Add Slicer to PivotTable.
    10. (23:53) Create remaining reports.
    11. (25:40) Show Values As Calculations in a PivotTable.
    12. (29:35) Limitations of Standard PivotTable: Grain of the Table.
    13. (31:10) Cross Tab Report.
    14. (32:12) Data Analysis Step #5: Get New Data and Refresh Reports & Visualizations
    15. (34:52) Conclusion
    Four video release dates:
    Mon, April 12: Data Analysis Class 00: Intro to PivotTable, Power Query, Power Pivot, Power BI & Visualizations, • Free Data Analysis Cla...
    Mon, April 19: Excel Data Analysis Class 01: PivotTable, Power Query, Formulas and Charts, • Excel Data Analysis Cl...
    Mon, April 26: Excel Data Analysis Class 02: Power Pivot, DAX Formulas, Relationships & Data Modeling, • Excel Data Analysis Cl...
    Mon, May 03: Excel Data Analysis Class 03: Power BI Desktop, DAX Formulas, Relationships & Data Modeling, • Excel Data Analysis Cl...
    Mon, May 10: Excel Data Analysis Class 04: BIG Data Analysis with Power Pivot, Power BI & DAX Formulas, • Excel Data Analysis Cl...
    This is a free four video class taught by Excel MVP, Mike Girvin, that teaches Data Analysis using the Microsoft Power Tools: Power Query, Worksheet Formulas, PivotTable, Power Pivot, Power BI & Visualizations.

Komentáře • 291

  • @HusseinKorish
    @HusseinKorish Před 3 lety +39

    We are so lucky to have Mike Girvin on youtube ...That's why "Excel is fun" channel is very important ...because even if we were excel experts ...it's important to refresh our knowledge from to time to time ... thanks alot Mike.

    • @excelisfun
      @excelisfun  Před 3 lety +3

      Yes, this 4 class series will be a good refresher becasue it uses all the latest user interfaces and options : )

    • @spilledgraphics
      @spilledgraphics Před 3 lety +2

      @@excelisfun Hussein is right !!! best CZcams channel on Excel, hands dows! #GoTeam!

    • @excelisfun
      @excelisfun  Před 3 lety +2

      @@spilledgraphics Go Team!!!!! I Love Our Team!!!!!

    • @excelisfun
      @excelisfun  Před 3 lety +2

      @@spilledgraphics I don't know, your Excel Music channel is pretty awesome : ) : )

  • @drsteele4749
    @drsteele4749 Před 3 lety +30

    It's terrific how Mike Girvin provides ample enthusiasm to people wanting to learn Excel. Bravo, Mike.

    • @excelisfun
      @excelisfun  Před 3 lety +2

      Thanks for the Bravo, DRSteele : ) : )

  • @richardhay645
    @richardhay645 Před 3 lety +33

    Clean, systematic presentation. Great pedagogy. Like riding on an intellectual superhighway from start to finish. No potholes; no detours--just smooth sailing.

    • @excelisfun
      @excelisfun  Před 3 lety +2

      WOW!!! I LOVE this: riding on an intellectual superhighway from start to finish!!!! You do have a way with words, Richard : ) : ) : ) : )

  • @excelisfun
    @excelisfun  Před 3 lety +8

    Topics in Video:
    1. (00:00​) Intro
    2. (00:10​) Files to use in class
    3. (00:34​) Goals for video
    4. (01:25​) Data Analysis Step #1: Get Data. Use Power Query to Get Data. Learn about important data analysis terms.
    5. (07:24​) Data Analysis Step #2: Create Data Model. Use Worksheet formulas to create flat table for the Standard PivotTable tool. Learn about the new lookup function XLOOKUP.
    6. (12:44​) Data Analysis Step #3: Create Calculations & Reports. Create first report: Year Month Sales Report with Product Slicer.
    7. (14:32​) Grouping in a PivotTable.
    8. (19:02​) Data Analysis Step #4: Create Visualizations: Line Chart to show sales trends.
    9. (21:41​) Add Slicer to PivotTable.
    10. (23:53​) Create remaining reports.
    11. (25:40​) Show Values As Calculations in a PivotTable.
    12. (29:35​) Limitations of Standard PivotTable: Grain of the Table.
    13. (31:10​) Cross Tab Report.
    14. (32:12​) Data Analysis Step #5: Get New Data and Refresh Reports & Visualizations
    15. (34:52​) Conclusion

  • @jean-marcherard9216
    @jean-marcherard9216 Před 3 lety +3

    17 years working on Excel and ... still learning!
    Thank you Mike

  • @srbrt2916
    @srbrt2916 Před 3 lety +4

    You're BRILLIANT, Mike Girvin! I appreciate you and your teaching so much. As an aspiring data analyst, this type of education is so enriching. Thank you for sharing this to the global community - you're a genius.

    • @excelisfun
      @excelisfun  Před 3 lety +1

      You are welcome! I am happy to try and bring free Excel & Data Analysis education to the world : )

  • @markward8483
    @markward8483 Před 3 lety +3

    I always look forward to these videos and this is something I'm now working on in work. This is an incredibly informative series. Thank you Mike for creating you are the best!

  • @jojochan358
    @jojochan358 Před 2 lety

    I have the book from library but the youtube videos make so much more sense to me! Really appreciate it.

  • @makeuplily
    @makeuplily Před 2 lety +1

    Your channel is the only one that breaks down info into digestible steps, is very organized, detailed, and with a great array of info that has really helped me out especially during a difficult period of being unemployed. I really REALLY appreciate it Mike!
    THANK YOU!🙌

    • @excelisfun
      @excelisfun  Před 2 lety

      You are welcome, makeuplily!!! For 14 years at CZcams I have provided free Excel and Data Analysis resources to help people like you learn, and trying to tell stories to make the complicated seem less complicated : )

  • @nsanch0181
    @nsanch0181 Před 3 lety +3

    Thank you Mike for the video. I enjoyed making the formulas. The pivot tables are really rewarding also because reports can be made so easy, including the chart and slicers. Updating the data, tables, formulas charts and pivots with a new source file is amazing, and a task I can practice more because it make me nervous as easy as it is. Thank you for showing all these things.

    • @excelisfun
      @excelisfun  Před 3 lety +1

      You are welcome for all these things, N Sancho1!!!! With this video and the next 4 videos over the next 4 Mondays, it should be a LOT of Data Analysis fun : )

  • @nikakalichava8012
    @nikakalichava8012 Před rokem +1

    these data analysis videos scratch the part of my brain where pleasure exists. Thanks, Mike!

    • @excelisfun
      @excelisfun  Před rokem +1

      What a clever way to say it: "scratch my part of the brain where pleasure exists"!!!!!!!!!! : )
      For me, making them scratches the happy part of my brain : )

  • @skrapsaker2035
    @skrapsaker2035 Před 9 měsíci +1

    This channel and teacher is a TREASURE!! Wow!!! Ty, SIR!🙏

  • @atiqkhan9637
    @atiqkhan9637 Před 2 lety

    i havent seen a fanastic teacher like mike , mike you really made excel a fun.
    thanking you

  • @ogwalfrancis
    @ogwalfrancis Před 3 lety +2

    Pivot table, the heart of Excel data analysis, thanks so much Mike🙏🙏

    • @excelisfun
      @excelisfun  Před 3 lety

      You are welcome so much, awesome stats guy Ogwal : )

  • @martinpaulbannister1745
    @martinpaulbannister1745 Před 3 lety +1

    Been looking forward to this video since last Monday. Can’t explain how much I’ve learned using Excel for fun. Love power query 👍

    • @excelisfun
      @excelisfun  Před 3 lety

      Power Query is the greatest tool in Excel since the 1990s PivotTable. Lots more Power Query in the upcoming videos : )

    • @excelisfun
      @excelisfun  Před 3 lety

      The next 3 Mondays will be awesome!!!

  • @chrism9037
    @chrism9037 Před 3 lety +3

    Great refresher video Mike, excellent as always!

  • @kenzhu8353
    @kenzhu8353 Před 3 lety +5

    Great refresher! Thanks Mike!

  • @stephenkibara6887
    @stephenkibara6887 Před 9 měsíci +1

    Excellent video with great pacing and clear communication. The best of the best

  • @darrylmorgan
    @darrylmorgan Před 3 lety +5

    Boom!Great First Class...Thank You Mike :)

    • @excelisfun
      @excelisfun  Před 3 lety

      You are welcome, darryl!!!!!!!!! Boom!

  • @JWS1985
    @JWS1985 Před 3 lety +1

    This is great content. Thank you, sir! Your enthusiasm is makes it that much better!

  • @SyedMuzammilMahasanShahi
    @SyedMuzammilMahasanShahi Před 3 lety +2

    Thank you Mike for another EXCELlent video. It's always lovely to have something to learn from each video.

    • @excelisfun
      @excelisfun  Před 3 lety +1

      What new things did you learn in this video, Fellow teacher?

    • @SyedMuzammilMahasanShahi
      @SyedMuzammilMahasanShahi Před 3 lety

      @@excelisfun like we have to have empty cell all around the table for data analysis tools to work properly.

    • @excelisfun
      @excelisfun  Před 3 lety +1

      @@SyedMuzammilMahasanShahi Cool : )

  • @amenaislam4573
    @amenaislam4573 Před 3 lety +1

    Thank you Mike for this amazing video and appreciate your hard work for us.

  • @anandraj8065
    @anandraj8065 Před 3 lety +1

    Thank u for teaching all these properly without leaving any doubt.
    Now finally I think I can get a job

    • @excelisfun
      @excelisfun  Před 3 lety

      You are welcome! With Excel skills, it is definitely easier to get a job ; )

  • @iammuko2879
    @iammuko2879 Před 2 lety

    I rarely sub to channels unless they are exceptional. You are exceptional, Sir!

  • @csemanate
    @csemanate Před 2 lety +1

    Mike is a brilliant teacher.

  • @jerrymiles7804
    @jerrymiles7804 Před 3 lety

    Outstanding! My best regards from Limón, Costa Rica!

    • @excelisfun
      @excelisfun  Před 3 lety

      Thanks for the regards from Limon!!!!

  • @DucNhan3018
    @DucNhan3018 Před 3 lety +2

    Cant wait for your next videos. Very useful. Thanks a lot. Kudos for the great work.

    • @excelisfun
      @excelisfun  Před 3 lety +1

      Me either! I can't wait till next Monday! AND it WILL be epic: over 1 hour of Power Pivot and DAX magic!

  • @GeertDelmulle
    @GeertDelmulle Před 3 lety +4

    Great endeavor, Mike!
    And beautiful logos, too. ;-)

    • @excelisfun
      @excelisfun  Před 3 lety +2

      VERY beautiful logos and music intro!!!!!!!!!! The dude who made them is sooooo rad!!!!

  • @MultiThoa
    @MultiThoa Před rokem

    Thank you very much. May God bless you!

  • @oddanneout
    @oddanneout Před 2 lety

    This guys is AWESOME! 👏🏻👏🏻👏🏻👌🏼

  • @parshuram230682
    @parshuram230682 Před 3 lety +1

    Thank you, i was waiting for this video since announcement.
    It is very helpful and easy to understand. 👍😍
    Waiting for coming Monday's

    • @excelisfun
      @excelisfun  Před 3 lety

      Glad it is easy to understand! Mondays are going to be awesome!!!!!

  • @ljubicar1987
    @ljubicar1987 Před 3 lety +1

    It is always a pleasure listening to you. Even dough I was familiar with everything from this video (from your previous classes), I was really enjoying it. 👍

    • @excelisfun
      @excelisfun  Před 3 lety +1

      I am so glad that the videos are a pleasure! You are are REALLY good with Excel, so I am glad that you can still watch and enjoy : ) : )

    • @ljubicar1987
      @ljubicar1987 Před 3 lety

      @@excelisfun can't get enough, and looking forward to another video!

    • @excelisfun
      @excelisfun  Před 3 lety

      @@ljubicar1987 Woo Hoo : )

  • @abdulsamadibrahim4929
    @abdulsamadibrahim4929 Před rokem +1

    Thanks as always, Mr Mike!

  • @engt1000
    @engt1000 Před 3 lety +2

    Excellent video. Looking forward to the next one.

    • @excelisfun
      @excelisfun  Před 3 lety

      The next one will be great Power Pivot and DAX fun!!!

  • @brand1974
    @brand1974 Před 3 lety +5

    Thank you for making these videos. Especially on this subject

    • @excelisfun
      @excelisfun  Před 3 lety +3

      You are welcome!!! The next three Mondays will be great fun : )

    • @brand1974
      @brand1974 Před 3 lety +2

      @@excelisfun Great, looking forward to it. I also plan to look into your statistical analysis videos too. would love if you added more to them as well.

    • @excelisfun
      @excelisfun  Před 3 lety +2

      @@brand1974 Enjoy!
      Statistics playlist: czcams.com/play/PLrRPvpgDmw0ngx_uPhvasTbOWLOztsaBj.html
      Analytics playlist with lost more statistics: czcams.com/play/PLrRPvpgDmw0mSJCZaqQPFj0eto4qnzkCZ.html

    • @brand1974
      @brand1974 Před 3 lety +1

      @@excelisfun Awesome! Thanks. I am saving the entire playlist.

    • @excelisfun
      @excelisfun  Před 3 lety +2

      @@brand1974 : ) : ) Let's see those thumbs ups and comments in support of the free Excel and analytics education ; )

  • @van4e13
    @van4e13 Před 2 lety +1

    Hi MIke,
    May I suggest that instead of going back to the original Fact Table sheet location and pressing Alt+N+V each time, you could just Copy/Paste the already created pivot table.
    That keeps all the formatting, and you just play around with PivotTable Fields pane to do whatever you want.
    I've noticed that's quicker.
    I am a big fan of your work, however, so please keep up with those great posts you've been creating

    • @excelisfun
      @excelisfun  Před 2 lety

      That is an awesome tip!!! I show that is numerous videos, but not this one. You are so right: it saves a lot of time : )

  • @hermelindapartidas5448
    @hermelindapartidas5448 Před 3 lety +1

    Mike, you are a great teacher.

    • @excelisfun
      @excelisfun  Před 3 lety

      Glad to help with the teaching!!!!

  • @AllAboutRSCC
    @AllAboutRSCC Před 4 měsíci +1

    Some videos beg me for a like. This one earned it without asking

  • @sanjaykumarguda8374
    @sanjaykumarguda8374 Před 2 lety

    Excellent. Go to videos for Excel. Thanks

  • @PunmasterSTP
    @PunmasterSTP Před 2 lety +1

    Now I normally leave a pun in the comments, but I feel that doing so here might take away from the expression of gratitude I'd like to give. This video was one of the most helpful things I have ever seen, on CZcams or anywhere else, and I am *amazed* at the width and breadth of your very high-quality material. Thank you for making all of this publicly available, and I can't wait to check out everything else that you have!

    • @excelisfun
      @excelisfun  Před 2 lety +1

      I am glad to provide free education here at CZcams. For last 14 years my goal has been to provide high level free education. Have fun and learn a lot, Pun!!! The content is technically not "free", because I do charge a Thumbs Up : )

    • @PunmasterSTP
      @PunmasterSTP Před 2 lety +1

      @@excelisfun Haha, that's good to hear! And at any rate, I think a thumbs up is such a small price to pay for such...Pivot-al...information 😎

    • @excelisfun
      @excelisfun  Před 2 lety +1

      @@PunmasterSTP Pivot-al...information lol

    • @PunmasterSTP
      @PunmasterSTP Před 2 lety

      @@excelisfun Hey sometimes jokes can have a big effect. You should ask me for more; you’d be making a…Power Query 😎

    • @excelisfun
      @excelisfun  Před 2 lety +1

      @@PunmasterSTP I definitely want more Pun Jokes!!!!! Leave one on each video and help make our Team here at excelisfun laugh. Thanks, Teammate MakePeopleLaughALot!!!!

  • @wayneedmondson1065
    @wayneedmondson1065 Před 3 lety

    Hi Mike. Awesome Video #1 for EDA!! It is packed full of great tips, tricks and techniques for both the experienced and the beginner. I always learn something new and refresh something old when I watch your videos which is why ExcelIsFun is the #1 destination for EXCEL training, learning and inspiration!. Looking forward to #2 :)) Thumbs up!!

    • @excelisfun
      @excelisfun  Před 3 lety

      Thanks for the comprehensively kind words about the video : ) : ) : ) Since you are an Excel Master, what did you learn from this video?

    • @wayneedmondson1065
      @wayneedmondson1065 Před 3 lety

      @@excelisfun Hi Mike. Since I have watched and studied many of your past series (EDAB, MSPTDA, etc.), much of this was review which is still great to keep the concepts fresh. Things I did pick up: 1. Noticed that even though you imported a .txt file, the M code function is = Csv.Document() vs. Txt.Document(); 2. Previously, had not noticed the green bar or icon change when dragging fields to the drop regions when creating a Pivot Table; 3. Previously, had not noticed the Load Status or Data Sources references when hovering over an existing Query Connection in the sidebar; 4. Did not know that now Pivot Tables use the same cache on subsequent PT creations after the first (thought it was necessary to copy and paste from the first one to keep the same cache); 5. Thanks for the reminder on "grain of the table" when discussing monthly average; 6. Previously always modified data source by going back into PQ editor and clicking the gear icon or directly modifying M code.. thanks for pointing out Get Data -> Data Source Settings from the worksheet. Those are what I can recall. Also, I noticed that you now default your Report Layout to Tabular Form when creating a PT. Some viewers might get confused by the different look if they use the EXCEL default for Report Layout of Compact Form. Easy to change, but might not be self evident to a beginner. Those are my thoughts. Even though lots of review, you can never repeat and reinforce your good methods and concepts enough. It pays dividends when you are working creatively on your own and you must draw from yourself as to what to do next or how to tackle a challenge. Working through your examples and seeing how you seamlessly flow from one thing to the next is very instructive and inspirational :)) Hope my comments are useful to you. Thumbs up!!

    • @excelisfun
      @excelisfun  Před 3 lety +1

      ​@@wayneedmondson1065 #4 is a good one to know for sure. If you ever group and then need to have a PivotTable not grouped, you can get to old three step wizard which DOES create a new cache each time" Alt, D, P : ) Yes, I need to remember to tell viewers about Tabular Layout and the option to make it permanent.
      Your comments are very helpful. Thanks Teammate Wayne : ) : ) : ) : )

    • @wayneedmondson1065
      @wayneedmondson1065 Před 3 lety

      @@excelisfun Thanks Mike! My pleasure to contribute :)) Go Team!!

  • @johnborg5419
    @johnborg5419 Před 3 lety +2

    Thanks Mike. Can't wait for the rest. : ) : )

  • @rahulbhujbal3663
    @rahulbhujbal3663 Před 3 lety

    Do u really belongs to this planet ?
    Bcoz the bunch of knowledge you have that unmatchable.
    Terrific !!

    • @excelisfun
      @excelisfun  Před 3 lety +1

      Yes, I belong to this planet, in fact I belong to the Team you are on: The Online Excel Team: where I can make and post videos and files and Teammates like you watch, learn, click thumbs up and comment. It is an awesome Team : ) : )

  • @phand21
    @phand21 Před 11 měsíci +1

    Another incredible video Mike 👍

  • @mohamedadjal8502
    @mohamedadjal8502 Před 3 lety

    Thank you, sir, for the video that you sent to me. I hope to watch your videos about the Visual Basic in Excel.

    • @excelisfun
      @excelisfun  Před 3 lety

      I do not tech VBA coding, only recorded Macros: czcams.com/video/WKyN8e7XXjI/video.html

  • @bandaralqahtani4356
    @bandaralqahtani4356 Před 3 lety

    Amazing!
    Thank you for this super lessons

  • @cleosavana4961
    @cleosavana4961 Před 2 lety +1

    Thank you Excel really IS FUN!!

    • @excelisfun
      @excelisfun  Před 2 lety +1

      You are welcome for the Excel Fun, Guiomar!!!!

  • @seandre59
    @seandre59 Před 2 lety +2

    How do I get the columns for the year and date in the pivot table?
    I got it. You have to select "show in tabular form" from report layout

  • @Saad.PS2009
    @Saad.PS2009 Před 3 lety +1

    Thank you so much Mr Mike

    • @excelisfun
      @excelisfun  Před 3 lety +1

      You are welcome, so much : ) : )

  • @eslamnahla
    @eslamnahla Před 3 lety +1

    great job! thank you so much.

  • @Nikol0zi
    @Nikol0zi Před 3 lety

    EPIC! THANKS MIKE!

  • @spilledgraphics
    @spilledgraphics Před 3 lety +1

    Excel Grooooooving !!!! 😎😎 by Master Mike !

    • @excelisfun
      @excelisfun  Před 3 lety

      Grooooooooving = I love that!!!!!!!

  • @kss2066
    @kss2066 Před 3 lety +1

    Great Class!

    • @excelisfun
      @excelisfun  Před 3 lety

      The next 3 Mondays should be great fun!

  • @saizep22
    @saizep22 Před 3 lety

    Always amazing, Thank.

    • @excelisfun
      @excelisfun  Před 3 lety

      Glad it is amazing for you, Sai!!!!

  • @karimredouane2150
    @karimredouane2150 Před 3 lety

    REAL FUN Mike THKS

  • @RZing
    @RZing Před 2 lety

    Great video, as always

  • @nelsonrln
    @nelsonrln Před 2 lety

    Hi Mike @ExcelIsFun, You mentioned that the data has to be in a table to use the data analysis tool. I seldom put my data in a table and create PivotTables using that data. Is there a reason it allows me to use the data in a non-proper data set? Also, thank you so much for you! I have learned a lot and it has helped me in my role tremendously.

  • @nigelbarrett8973
    @nigelbarrett8973 Před 3 lety +3

    I am sure you know this Mike but I have never heard you say it. If you right click on a field in the PivotTable Fields area you can add a slicer from there too.

    • @excelisfun
      @excelisfun  Před 3 lety +1

      I did not know that! That is a hot tip : ) : ) I always depend on cool Teammates like you provide cool tips that I do not know. As a Team, we can do it all : )

    • @richardhay645
      @richardhay645 Před 3 lety +1

      I use this from time to time but not that often. It would be more useful if it opened up the complete list if fields not just the option to create slicer for just that field. But I am commenting because I would have thought I learned this from Mike but now he denies that he is the culprit. It's quite possible that Mike has forgotten that he knows it! I've always said that Mike and Bill J have forgotten more Excel that the rest of us know. This just might be "Ex;hibit A" LOL .

  • @mirrafiqul5825
    @mirrafiqul5825 Před 3 lety +3

    Great job sir.

  • @ashutoshsharma2527
    @ashutoshsharma2527 Před 3 lety

    It been a great learning experience just following you channel.
    I have been stuck with a large data set, to find out what are the exact lines which are form the open item balance. I need to do a clearing exercise where i need to match single debit against multiple credits. Is there any way to do that, the data is for more than 3k line items ? . Please, If there is any previous session a link to that would be also very helpful.

  • @juniorbosso6943
    @juniorbosso6943 Před 3 lety +3

    Thanks!!

  • @mohamedchakroun4973
    @mohamedchakroun4973 Před 3 lety +1

    Nice to watch you again Mike :-) We are Up to Date and Up to Speed :-)

  • @sevagjb
    @sevagjb Před 3 lety

    Always you are in the first row
    thank Mike

  • @MarioAlpinist
    @MarioAlpinist Před rokem +1

    Amazing content.

  • @TY-zl1vw
    @TY-zl1vw Před 8 měsíci

    Great teaching, wish I found this video 2 years ago, hope I can still ask questions.
    Around 26:00: when placing the 'Sale column' for the 2nd time into the 'Value area' of 'Field List panel', a '∑ Values' automatically pop up into the 'Column area', but when I follow along with my own data set, the '∑ Values' end up in the 'Row area' instead. Was lost for a while for not able to replicate the '% Change column'. Eventually found out I can just move the '∑ Values' from 'Row area' to 'Column area', but still curious to know how Excel automatically determine which area to add in the '∑ Values' by default.

  • @andrewjohnson4352
    @andrewjohnson4352 Před rokem

    I liked that video!

  • @patrickmcgill3542
    @patrickmcgill3542 Před 3 lety +1

    Excellent refresher video. One question I always have is related to the proper setting of items that look like numbers, but you may not want to treat them like numbers. In your case here it was the product ID. I have this with general ledger account numbers and customer numbers. I don’t want them to be subject to arithmetic operations (add, subtract, etc). Would you leave them as whole numbers or convert them to text?

    • @excelisfun
      @excelisfun  Před 3 lety +1

      You can definitely convert then to text, if you prefer. However, for lookups, merges and relationships, if the number is text on one side, it must be text on the other also. If it is a number, they must both be numbers. They are not considered equivalent if one is text and one is number.

  • @ebenasare8661
    @ebenasare8661 Před 2 lety +2

    Mike for some strange reason when i used my own data and dropped dates in the row section of the pivot table, i didnt get the quarter, years and month. Any help?

  • @becauseiamagirl5032
    @becauseiamagirl5032 Před 2 lety +1

    hi Mr. Mike Girvin, your share was very helpful. Just my exel not show Year and Month in 2 columns. How can I make it?

  • @Roy-oo5pk
    @Roy-oo5pk Před 2 lety +1

    Thanks!

    • @excelisfun
      @excelisfun  Před 2 lety

      You are welcome, Roy!!!!! Thanks for your donation - It helps me to keep making content : ) : ) : ) : )

  • @wazeer1981
    @wazeer1981 Před 3 lety +1

    Amazing 🌷

    • @excelisfun
      @excelisfun  Před 3 lety

      Glad it is amazing for you, Ahmad!!! The next three Mondays will have the next three Data Analysis videos in this class series. They should be fun : )

  • @hassanjawaid2806
    @hassanjawaid2806 Před 2 lety

    There is a workaround for the limitation you mentioned for standard pivot table. Which is by using 'Calculated Field and Items'.
    Correct me if i am wrong.

  • @mohamedabdulatty7997
    @mohamedabdulatty7997 Před 3 lety +2

    Great 👌
    It will be a complete series ?

    • @excelisfun
      @excelisfun  Před 3 lety +1

      Yes, it will cover Formulas, Power Query, Standard PivotTables, Power Pivot, Data Model PivotTables, DAX formulas, Data Modeling, Power BI and more.
      Mon, April 12: Data Analysis Class 00: Intro to PivotTable, Power Query, Power Pivot, Power BI & Visualizations
      Mon, April 19: Excel Data Analysis Class 01: PivotTable, Power Query, Formulas and Charts
      Mon, April 26: Excel Data Analysis Class 02: Power Pivot, DAX Formulas, Relationships & Data Modeling
      Mon, May 03: Excel Data Analysis Class 03: Power BI Desktop, DAX Formulas, Relationships & Data Modeling
      Mon, May 10: Excel Data Analysis Class 04: BIG Data Analysis with Power Pivot, Power BI & DAX Formulas
      This is a free four video class taught by Excel MVP, Mike Girvin, that teaches Data Analysis using the Microsoft Power Tools: Power Query, Worksheet Formulas, PivotTable, Power Pivot, Power BI & Visualizations.

  • @yanbinlu3531
    @yanbinlu3531 Před 2 lety

    Hi Mike, How do Dax Calculate day on Day changes excluding holidays and weekends? Thanks!

  • @ahawwas
    @ahawwas Před rokem

    In 30:10, in the pivot we can add a calculated field equals to =sales/12, without a need to an intermediate table

  • @rajeswarynadarajan8347
    @rajeswarynadarajan8347 Před 2 lety +1

    Thank you sir

  • @saratharavabhoomi
    @saratharavabhoomi Před 3 lety +1

    Hi Mike, It's amazing how much we learn in all your videos. I have one question, if I create a query to transform the data from a csv file and the file changes everyday, will the query still work with the new file. Should I run the query first with the new file and then delete the old file to show the latest data... If I can program this then I will make it dynamic saving us a lot of time. Thank you. Looking forward to next Monday.

    • @excelisfun
      @excelisfun  Před 3 lety +1

      I show how to change the file or folder path in this video. But if you just name the new file with the new data the same name that the query uses, then the query can just be refreshed. Maybe, file from yesterday - you change name, and rename new file with the previous file name - do this when you drop the new file. Otherwsie, next video shows how to get Power Query to see new files with new data : ) Next Monday!

    • @saratharavabhoomi
      @saratharavabhoomi Před 3 lety

      @@excelisfun Thanks Mike. I will try this. I had the same thought process. I followed your EDAB course last year during lockdown. Your videos kept me company over the last year and I am so grateful for how much I have progressed because of you. I am also starting your statistics playlist...but this 4 part series is a great refresher....

    • @excelisfun
      @excelisfun  Před 3 lety

      @@saratharavabhoomi It will be a great refresher and it has the new user interface and options and things. Plus the Context Transition stuff next video will be cool too : )

  • @sravankumar1767
    @sravankumar1767 Před 3 lety

    nice explanation...

  • @seanmen4141
    @seanmen4141 Před 3 lety

    This is good refresher, thanks Mike. One thing I am not too sure is about the short cut key for insert a pivot table, I am always doing it using Alt, N, V, why do you need to add a T after V now?

    • @excelisfun
      @excelisfun  Před 3 lety +1

      Alt, N, V worked in Excel 2016 and a few others, but in the latest version of Microsoft 365, they moved the data connectors from the Create PivotTable dialog box to the PivotTable drop down. If Alt, N, V works, just use it, but later in updates, you will have to use the T or D. I made a video about this: czcams.com/video/ohkT4Zhk8PU/video.html

    • @bencacace5491
      @bencacace5491 Před 3 lety

      @@excelisfun Mike, Amazing video presentation as always. Was thinking about how much time it took to present this video! Your skills are extensive. Was looking for a way to support you and couldn't find a way outside of merch.
      Question: I also use Alt + N, V on Microsoft 365 not Alt + N, V, T. Does this mean that my 365 isn't updating properly or are these the steps at 10-May-2021?

    • @excelisfun
      @excelisfun  Před 3 lety

      @@bencacace5491 The Alt, N, V, T is not fully released yet. It should be soon. As for support, comments and thumbs ups are the best way to support my efforts to bring free Excel education to the world! But if you want to make a donation to the cause, then you can use my donate paypal button on my home page or about page, here: czcams.com/users/ExcelIsFunabout

  • @testsample1005
    @testsample1005 Před 3 lety

    Yes Mike the same question from me as well, from I can start learning PowerBI.

    • @excelisfun
      @excelisfun  Před 3 lety

      That is all I have now: czcams.com/play/PLrRPvpgDmw0k_h8ORYyh7waGfuiiufu6H.html
      Watching next Monday's (Power Pivot and DAX) and the following Monday's (Power BI & DAX and Visuals) and the third Monday (both Power Pivot and Power BI ) shoudl help too.

    • @excelisfun
      @excelisfun  Před 3 lety

      ​ @Abhishek Saraswat I have beginner data analysis Power BI videos in this E-DAB playlist: czcams.com/play/PLrRPvpgDmw0lPPRiJO5dCUratRGpGx3aT.html If you want to become good with Power BI, you must become good with Data Modeling and DAX, so videos #7-10 in this playlist are for beginners who want to do Power BI, even though only videos #9 and 10 are using Power BI. Videos #7 & 8 teach data modeling and DAX. I think you will like this set of videos for beginners : )

    • @excelisfun
      @excelisfun  Před 3 lety

      Let me know in the comments how you like it : )

    • @testsample1005
      @testsample1005 Před 3 lety

      Your help is highly appreciated Mike. I am fan of you since 2015.

    • @excelisfun
      @excelisfun  Před 3 lety +1

      @@testsample1005 Cool : ) : ) Great that you have been hanging out at excelisfun since 2015. I think E-DAB videos will really be cool - but even more, the next 3 Mondays will bring the beauty and power of how Power Pivot and Power BI work together to make our reporting and visualization life better!

  • @danjarupath
    @danjarupath Před 2 lety

    Awesome 😎😎😎

    • @excelisfun
      @excelisfun  Před 2 lety

      Glad this helps, JB Racing!!!! What do you race? I race BMX : )

  • @shivamgarg6248
    @shivamgarg6248 Před 3 lety +1

    @ExcellsFun- What version of excel are you using because I can't find few of the tools or functions you're using

  • @vijaysahal4556
    @vijaysahal4556 Před 2 lety

    Super duper hit sir 💯💯💯💯💯💯☝️☝️👌👌👌

  • @briajones1203
    @briajones1203 Před 2 měsíci

    Your page is life saving! Do you have videos on how to create your own portfolio? Do you know where we can practice our own data or do we create our own?

    • @excelisfun
      @excelisfun  Před 2 měsíci +1

      I am not sure what you are asking. But the data in every video can be downloaded in the links below the videos : )

    • @briajones1203
      @briajones1203 Před 2 měsíci +1

      @@excelisfun for a Data Analayst role we have to create our own profile using tableau (which is what I’m learning in school), SQL and excel projects? Where can I practice more examples for pivot tables, power Query, formulas and charts? I am trying to build my LinkedIn portfolio as a beginner

    • @excelisfun
      @excelisfun  Před 2 měsíci +1

      @@briajones1203 I have 1000s of videos, all with files below them, if that helps. Just search my channel. Or watch the intro video on the home page and check out class playlists.

    • @briajones1203
      @briajones1203 Před 2 měsíci

      @@excelisfun thank you so much!

  • @JSUG4219
    @JSUG4219 Před 3 lety +2

    Mike, how does this course compare to your MSPTDA course (which was awesome, by the way!)?

    • @excelisfun
      @excelisfun  Před 3 lety +1

      E-DAB is zero to intermediate. MSPTDA is advanced with lots of coding with M Code and DAX. This one EDA will be a combo of both, condensed into 4 videos, with all the latest user interfaces and updated items. The intent of this class is for a beginner to be able to get up to speed with Data Analysis. However, it has advanced topics like Filter Context, Columnar Database and Context Transition (all in next video). I will use this in my final class for graduating Highline students so they know all the data analysis topics that I expect them to take, at a minimum, into the working world.

    • @excelisfun
      @excelisfun  Před 3 lety +1

      Also, this four video class compares each tool in more careful detail as the class proceeds.

    • @JSUG4219
      @JSUG4219 Před 3 lety

      @@excelisfun Thanks, Mike - you're the best!

    • @excelisfun
      @excelisfun  Před 3 lety

      @@JSUG4219 Go Team!!!!

  • @shoppersdream
    @shoppersdream Před 3 lety +1

    Very Nice! Thanks! When is the next video coming?

    • @excelisfun
      @excelisfun  Před 3 lety

      Mon, April 12: Data Analysis Class 00: Intro to PivotTable, Power Query, Power Pivot, Power BI & Visualizations
      Mon, April 19: Excel Data Analysis Class 01: PivotTable, Power Query, Formulas and Charts​
      Mon, April 26: Excel Data Analysis Class 02: Power Pivot, DAX Formulas, Relationships & Data Modeling
      Mon, May 03: Excel Data Analysis Class 03: Power BI Desktop, DAX Formulas, Relationships & Data Modeling
      Mon, May 10: Excel Data Analysis Class 04: BIG Data Analysis with Power Pivot, Power BI & DAX Formulas

    • @excelisfun
      @excelisfun  Před 3 lety

      Glad you liked it!

    • @shoppersdream
      @shoppersdream Před 3 lety

      @@excelisfun Thank you! Going to put it in my Calendar :)

    • @excelisfun
      @excelisfun  Před 3 lety

      @@shoppersdream Cool!!! LOVE your user name : ) : ) : ) : )

  • @andresantoniocastroperez8429

    .CSV files can be openned with Word too or they need another type of software. They are kind of difficult due to comma delimeter and comma as decimal marker in database number format

    • @TSSC
      @TSSC Před 3 lety +1

      “Comma” can be misleading as not all CSV files are comma separated. For instance, saving an Excel workbook in .csv file format will use semicolon as separator if the system’s decimal separator is comma (which is quite common).

    • @andresantoniocastroperez8429
      @andresantoniocastroperez8429 Před 3 lety

      @@TSSC thanks for your help

  • @ndelpurg
    @ndelpurg Před 3 lety

    the excel Gods are pleased

  • @wcthrill
    @wcthrill Před 2 lety +1

    Why couldnt we use a helper column for the month on the fsales table? Use the Text function to provide the month name?

  • @rastkogligoric833
    @rastkogligoric833 Před 2 lety +1

    Guru Mike,how is it when u drag ''Date" to the Rows field,pivot automatically creates and labels columns as ''Years";"Quarters";"Dates"?

    • @excelisfun
      @excelisfun  Před 2 lety

      There is a setting to do this. If it does not do it for you, just right-click dates in Rows area and point to Group, then click Year and Date

    • @rastkogligoric833
      @rastkogligoric833 Před 2 lety +1

      @@excelisfun Field Settings/Layout and Print/Show item labels in tabular form did it for me!Thx :)

    • @excelisfun
      @excelisfun  Před 2 lety

      @@rastkogligoric833 O, I did not understand your original question. I understand now, it was just the labels that did not show and you saw the generic "Row Label". Nice detective work, Rastko : )

  • @raitup00
    @raitup00 Před 3 lety

    These videos are part of a playlist? I'd like to add it to my favourites playlist

    • @excelisfun
      @excelisfun  Před 3 lety

      Not yet part of a playlist. I have two more videos to post, and then I will create the playlist. For right now, they sit at the top of my CZcams homepage in most recent videos.

    • @excelisfun
      @excelisfun  Před 3 lety

      The schedule for release of the videos in this class are:
      Four video release dates:
      Mon, April 12: Data Analysis Class 00: Intro to PivotTable, Power Query, Power Pivot, Power BI & Visualizations, czcams.com/video/mFusmAyagsk/video.html​
      Mon, April 19: Excel Data Analysis Class 01: PivotTable, Power Query, Formulas and Charts, www.youtube.com/watch?v=LpvCj...​
      Mon, April 26: Excel Data Analysis Class 02: Power Pivot, DAX Formulas, Relationships & Data Modeling, www.youtube.com/watch?v=eIaKC...​
      Mon, May 03: Excel Data Analysis Class 03: Power BI Desktop, DAX Formulas, Relationships & Data Modeling
      Mon, May 10: Excel Data Analysis Class 04: BIG Data Analysis with Power Pivot, Power BI & DAX Formulas
      This is a free four video class taught by Excel MVP, Mike Girvin, that teaches Data Analysis using the Microsoft Power Tools: Power Query, Worksheet Formulas, PivotTable, Power Pivot, Power BI & Visualizations.

  • @granand
    @granand Před 2 lety

    In 2016, it expands in a single column with Column name Data Labels

  • @gabormathe823
    @gabormathe823 Před 2 lety

    Hi Mike! This stuff is great, but I have Excel 2016, and while importing the source table, Power Query is not an option. The old style import from txt pane appears. If I format it as a data table, I loose the connection. Please provide a solution. (Since I don't have the XLOOKUP function, I willl use the INDEX/MATCH combination.) Thanks in advance.

    • @excelisfun
      @excelisfun  Před 2 lety +1

      Open csv file, copy data, paste into Excel, then manually fix data , like with join formula =Cell1&" "&Cell2

  • @ashea9112
    @ashea9112 Před 2 lety

    Question, in section 7 how do you get the headers for Year in a separate cell from the date? For example, Years header is in B3 and Date is in C3. I'm following along and my pivot has them stacked in the same column.

    • @seandre59
      @seandre59 Před 2 lety

      Did you figure out how to separate the year and date in the pivot table

    • @ashea9112
      @ashea9112 Před 2 lety

      @@seandre59 no not yet

  • @vishnu8899
    @vishnu8899 Před 2 lety +1

    Dear Sir,
    facing an issue in the columns, why am I not able to able to get the "Month column" separately in the pivot table. It is embedded along with the years columns----the visual image would be something like this
    Years Sum of Sale($)
    2021 404515
    Jan 12245
    Feb 30
    Mar 11553

  • @govind710
    @govind710 Před 3 lety

    Can u pls cover some use cases for solver

    • @excelisfun
      @excelisfun  Před 3 lety +3

      I already have full videos on this topic. Here is my free analytics class playlist: czcams.com/play/PLrRPvpgDmw0mSJCZaqQPFj0eto4qnzkCZ.html
      Videos 57 - 63.

  • @abhisheksaraswat6753
    @abhisheksaraswat6753 Před 3 lety

    Hi Mike, Could be please tell me from where should I learn PowerBI on your channel, I found a playlist which having 53 videos, but I dont think this for beginner users. I shared this playlist with my friends as well, so they are asking the same question. So could you help us on that.

    • @excelisfun
      @excelisfun  Před 3 lety

      That is all I have now: czcams.com/play/PLrRPvpgDmw0k_h8ORYyh7waGfuiiufu6H.html
      Watching next Monday's (Power Pivot and DAX) and the following Monday's (Power BI & DAX and Visuals) and the third Monday (both Power Pivot and Power BI ) shoudl help too.

    • @abhisheksaraswat6753
      @abhisheksaraswat6753 Před 3 lety

      Yeah Mike, I was talking about these 53 videos, Please create few videos for beginners users only if possible by you.

    • @excelisfun
      @excelisfun  Před 3 lety

      ​@@abhisheksaraswat6753 I have beginner data analysis Power BI videos in this E-DAB playlist: czcams.com/play/PLrRPvpgDmw0lPPRiJO5dCUratRGpGx3aT.html If you want to become good with Power BI, you must become good with Data Modeling and DAX, so videos #7-10 in this playlist are for beginners who want to do Power BI, even though only videos #9 and 10 are using Power BI. Videos #7 & 8 teach data modeling and DAX. I think you will like this set of videos for beginners : )

    • @excelisfun
      @excelisfun  Před 3 lety

      Let me know in the comments how you like E-DAB : )

  • @13lila
    @13lila Před 2 lety

    Dear Mike , i've more than 100 different subtitles in my journal entries, so how can i move it to the other column, so that i can have clean data, pls kindly help.

  • @simfinso858
    @simfinso858 Před 3 lety

    Power Query is Data Make up Room .1)Get ugly Data from any source 2) Do Some Make up by Transforming to make it a " model"
    3) Load to Show the world.

  • @nishulpithadia5950
    @nishulpithadia5950 Před 2 lety

    Hi, I want calculate my teams incentive, but the problem is that I am unable to figure it out. So the situation is an employee will get incentive basis on his bookings. So if he is able to book 0 - 10 tickets then he will earn per ticket 1000, if in the same month he is able to book 15 tickets, then he will get 10000 for ten tickets and the remaining 5 will be calculated by 1250 so he will receive 16250 as total incentive. This range keeps on increasing by 250 every 10 tickets till 60 tickets, so in case he is able to book 60 tickets and above he will earn incentive of 97500. Can you help me with this?