Essentials · Reporting

Working with PivotTables

5 lessons and 70 marked steps, with a workbook to open in Excel alongside. Your first two lessons on LogicExcel are free with a free account; after that every lesson opens with the All-Access Pass.

1. 1. Grouping dates and numbersAll-Access Pass

   Group Kestrel's trip dates into months and quarters, group loads into ten-ton bands and prove that each grouped population still reconciles to 130 trips.

   14 marked steps

2. 2. Sorting and filtering inside a pivotAll-Access Pass

   Rank Kestrel routes by a value field, apply label and value filters deliberately and retain an explicit visible-population control.

   14 marked steps

3. 3. Show Values AsAll-Access Pass

   Express Kestrel trip counts as share, running total and period-on-period difference without losing the underlying count measure.

   14 marked steps

4. 4. Calculated fields and itemsAll-Access Pass

   Create a controlled fleet-efficiency calculated field, distinguish it from average trip MPG and remove a calculated item that duplicates route mileage.

   14 marked steps

5. 5. GETPIVOTDATA and hybrid reportsAll-Access Pass

   Retrieve governed PivotTable results into a formatted Kestrel report using GETPIVOTDATA arguments that survive sorting, expansion and movement.

   14 marked steps

Finished Reporting? Sit the Reporting exam for its certificate.