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Summarising with pivot tables — flashcards

One card per lesson — 5 in this module. Recall the key points, then check. 5 cards. Click a card to flip, or use the arrow keys and space bar.

  1. Pivot tables — what are the key points?

    Build on a Table so the source expands automatically · Show Values As replaces most helper-column arithmetic · Wire one slicer to several pivots with Report Connections Read the lesson

  2. Power Query in Excel — what are the key points?

    Steps replay on refresh — cleanup becomes repeatable · From Folder appends every file with one transformation · Connection Only keeps staging queries out of the workbook Read the lesson

  3. Power Pivot and the Data Model — what are the key points?

    Data Model = VertiPaq inside Excel; relationships replace lookup columns · DAX measures work at every pivot level from one definition · DISTINCTCOUNT and time intelligence need the model Read the lesson

  4. Pivot grouping and calculated fields — what are the key points?

    Group by Years and Months for a trend; Months alone pools every year · Calculated fields compute from totals, not row by row · Show Values As gives shares, running totals and period change with no formula Read the lesson

  5. Slicers and timelines — what are the key points?

    Report Connections links one slicer to several pivot tables · Timelines beat slicers for dates — they give a range and granularity · Pivots sharing a cache can affect each other when grouping Read the lesson