StretchLearn Course

Turn a giant export into a dashboard your boss can click

Stop building summary tables by hand. Learn PivotTables that crunch thousands of rows in seconds, grouping and calculated fields for the metrics you actually report, and PivotCharts, slicers, and timelines that snap into one interactive dashboard refreshing with a single button.

Preview Curriculum Back to Catalog

Beginner9 hr 25 minSelf PacedRegistered

Course Overview

What this course is designed to develop

This course teaches anyone who lives in spreadsheets to replace hand-built summary tables and manual chart edits with PivotTables that summarize thousands of rows in seconds and update themselves. You will format source data as an Excel Table so new rows flow in automatically, drag fields into Rows, Columns, Values, and Filters, change summary functions and Show Values As to get counts, averages, running totals, and percent of total, group dates into months and quarters and numbers into ranges, add calculated fields for margin and average order value, and wire PivotCharts, slicers, and timelines into a dashboard with one Refresh All. Each lesson works from a concrete orders export and explains the gotchas, blanks, GETPIVOTDATA, and refresh traps so your reports stay trustworthy.

Learning Outcomes

What the learner should be able to understand, build, or execute.

Prepare raw exports as Excel Tables with clean headers so PivotTables refresh with new data automatically

Build PivotTables that summarize by Rows, Columns, Values, and Filters, and switch summary functions like Sum, Count, and Average

Group dates into months, quarters, and years and group numbers into custom ranges to create buckets and bands

Create calculated fields and use Show Values As for percent of total, running totals, and rank without extra columns

Connect PivotCharts, slicers, and timelines to multiple PivotTables to build one interactive dashboard

Refresh, audit, and troubleshoot PivotTables including blank cells, stale data, GETPIVOTDATA, and grouping errors

Curriculum Preview

Inside the curriculum: a structured path from fundamentals to execution.

Preview the course structure, see how the modules build on one another, and understand the path this program is designed to take you through.

Module 1

Module 1: From Raw Export to Your First PivotTable

Get your data into the right shape, insert a PivotTable, and learn the four drop zones that drive everything. You leave able to summarize thousands of rows by any dimension in under a minute.

3 lessons

Shaping Data So a PivotTable Will WorkContent · 45 min

Preview Enabled

Inserting a PivotTable and the Four Drop ZonesContent · 50 min

LMS Access

Layout, Sorting, and Number FormattingContent · 45 min

LMS Access

Module 2

Module 2: Summarizing, Grouping, and Percentages

Go beyond Sum: switch summary functions, group dates and numbers into buckets, and use Show Values As to turn raw totals into percentages, running totals, and ranks.

3 lessons

Changing the Summary: Sum, Count, Average, and MoreContent · 45 min

LMS Access

Grouping Dates and Numbers into BucketsContent · 50 min

LMS Access

Show Values As: Percentages, Running Totals, and RankContent · 50 min

LMS Access

Module 3

Module 3: PivotCharts, Slicers, and Timelines

Add the interactive controls that make a report a dashboard: PivotCharts that move with the data, slicers for click-to-filter, and timelines for dates.

3 lessons

Building PivotCharts That Move With the DataContent · 45 min

LMS Access

Slicers: Click-to-Filter ButtonsContent · 50 min

LMS Access

Timelines and Multi-Control FilteringContent · 45 min

LMS Access

Module 4

Module 4: Assembling and Maintaining a Dashboard

Lay out a one-screen dashboard, keep it fast and trustworthy with proper refresh, and troubleshoot the traps that quietly break reports.

3 lessons

Laying Out a One-Screen DashboardContent · 50 min

LMS Access

Refreshing and Keeping Data CurrentContent · 45 min

LMS Access

Troubleshooting and a Reusable WorkflowContent · 45 min

LMS Access

Built for Application

A complete learning path, not a one-off inspiration hit.

This program is designed around progression: focused lessons, structured modules, applied resources, assessments, and a course rhythm that turns information into usable capability.

ExcelPivotTablesPivotChartsslicersdashboardsdata analysisExcel Tablesreporting