Introduction to Pivot Tables, Charts, and Dashboards in Excel (Part 1)

Download file used in the video:

In this video series you will learn how to create an interactive dashboard using Pivot Tables and Pivot Charts.

Works with Excel 2003, 2007, 2010, 2013 for Windows & Excel 2011 for Mac

Don’t worry if you have never created a Pivot Table before, I cover the basics of formatting your source data and creating your first Pivot Table as well. You will also get to see an add-in I developed named PivotPal that makes it easier to work with some aspects of Pivot Tables.

Download the files to follow along at the following link.

I have another video that shows how to reformat the pivot chart in Excel 2010. In the video above I’m using Excel 2013 and the menus are different from Excel 2007/2010. Here is the link to that video.

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luciana lunqueira says:

The exemple is very well explained but it does not help if you are working with survey data like myself

singingzone says:

Excellent tutorial. You explained it so well.

Manikandan Velusamy says:

great … thank you ….

Krishan Kumar says:

Great job Sir- I love the way how you explained, very simple and useful. Thanks a lot!!

sreejesh sreemu says:

a gud and nice video

Monika Shah says:

Thank you. it is very helpful for me. thanks a lot.

Kenneth B says:

Hey Jon. Great Video!. Is there a way to use Pivot Chart on Mac, or is it only a feature in the Microsoft version?

Terry Onufer says:


Teresa Gelegonya says:

Thank you for creating these videos for Pivot Tables! Very very helpful.

PDotAnne says:

This is really helpful. I was asked in a previous interview if I had experience using pivot tables & did not. This is really helpful & will allow me to get some practice with this feature!

Muhammad taj says:

*Thanks for the sharing knowledge. Lots of love frm pakistan.*

Martha Mota says:

Really useful video to introduce pivot table concept and practices. Great Video!!!

Ray Kaelin says:

Great Job Jon….I just subscribed.

Juan Carlos Rementería says:

Thanks, very easy to understand… I’ll follow up with the others videos on your channel…

Bandana Kitchen says:

Thanks for Providing this knowledge,…

Giri Chokkalingam says:

wow…This is the best one i have ever seen for pivot and dashboard…thank you


Wonderfully explained and easy to understand. Simply superb!

Madhusudhana Adinarayana says:


Shereen Al-Lami says:

Good video, easy to understand and follow. thank you.

Murtadha A. Altaweel says:

First of all, thank you for the good lesson.
I handed a report to my manager using pivot table and he loved it.

Cheals Risha says:

#Please can someone teach me how to lock the formula inside the sheet we selected?

hugemagoo says:

Andy is a queer

Dagdu Dorve says:

Really nice video. Thanks.

Excel Campus - Jon says:

Thank you for watching the video! Here are the links I mentioned in the video.
DOWNLOAD the Pivot Table Checklist & Excel File:
Learn more about PivotPal:
Watch video #2:

Please leave a comment below with any questions, and hit the like button above if you enjoyed the video. I really appreciate your support! :-)

paban jaiswal says:

Thanks Sir.

Octavio Leon says:

Excellent way to explain those functionalities. Jon you are a very good teacher. Thks/Octavio Leon

Matheus Cunha says:

Excellent. Thank you.

Discover Life Channel says:


Ki-Ema Jones says:

This was incredibly helpful Jon! I’m so glad that I found your YouTube page. I have already subscribed and joined your mailing list :). Again, thank you so much!

AG Jr says:

Thank you, my current work experience is just like Andy’s….I have to impress the new boss…. :-)You make it real easy to learn these tools. Excellent video!

Benjamin Spargur says:

Excellent work, thanks!

Dexter De Mesa says:

Great video tutorial. Thank you for posting.

youbet2011 says:

Jan needs to step it up

Bruce Mushipe says:

it helped me

Springmoon says:

Thank you for such an informative video. Looking forward for more vids like this!

sherdna marie vargas says:

Hi Jon, Thank you so much for sharing you knowledge. Just wanted to know do you have excel file like the one in your source data that I can work on, for practice?

Remya K says: guru also had same kind of video just watch

poiuwn wang says:

He makes the complex thing in layman’s term. Great course.

Rayhanna bella says:

Fantastic tutorial, easy to understand and follow! Now those job applications/criteria seem less daunting…warm wishes from London(UK)..X

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