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Power BI & Excel · Module 3 of 10

PivotTables and charts

Summarise and visualise data quickly in Excel.

📖 Key ideas

  1. PivotTables summarise data by dragging fields to Rows, Columns, Values, Filters.
  2. Group dates by month/quarter/year.
  3. Slicers filter PivotTables visually.
  4. Charts: column, line, pie, combo; PivotCharts link to pivots.
  5. Conditional formatting highlights patterns.
💡 Real-life example: A PivotTable is a magic sorter: drag a field and instant totals appear by category.
PivotTableInteractive summary table
SlicerVisual filter button panel
PivotChartChart linked to a PivotTable
Conditional formattingFormatting based on rules