Excel Pivot Tables & Dashboards: Basic to Advanced
Go from your first Pivot Table to a multi-page interactive sales dashboard, with real practice files and step-by-step projects.
Created by NextGenTemplates AcademyWhat you’ll learn
- Prepare clean data and build Pivot Tables with confidence
- Summarize and compare data with Value Field Settings and Show Values As
- Make reports interactive with slicers, timelines, search and cross-filtering
- Add calculated fields, calculated items, conditional formatting and sparklines
- Connect Pivot Tables to other workbooks, CSV, web, PDF and multiple sheets
- Build a sales report, an expense tracker and a multi-page sales dashboard
A practical route to better work.
A complete, project-based Pivot Table course. Start with clean data and Pivot Table basics, then master Value Field Settings, slicers, timelines, grouping, calculated fields, styles, Pivot Charts and AI-assisted analysis. Connect Pivot Tables to tables, other workbooks, CSV files, websites, PDFs and multiple sheets with Power Query, then build a sales report, an expense tracking dashboard and a multi-page interactive sales dashboard from scratch. Every lesson includes the practice workbook used in the video.
Inside the course
13 modules · 79 lessonsMODULE 01Welcome and Pivot Table Foundations+
MODULE 02Value Field Settings+
MODULE 03Sort, Filter, Slicers, Timelines and Grouping+
MODULE 04Calculated Fields and Items+
MODULE 05Layouts, Styles and Formatting+
MODULE 06Pivot Charts+
MODULE 07Advanced and Infographic Charts with Pivot Tables+
MODULE 08AI and Pivot Table Options+
MODULE 09Advanced Interactivity+
MODULE 10Connect Pivot Tables to Data Sources+
MODULE 11Multiple Tables, Sheets and PDF with Power Query+
MODULE 12Projects: Sales Report and Expense Tracking Dashboard+
MODULE 13Capstone: Multi-Page Interactive Sales Dashboard+
Practice files
38 downloadable practice workbooks to follow along with the lessons.
Video lessons
79 step-by-step video lessons (7h 33m), streamed securely.
Certificate of completion
Complete the course to download a certificate of completion with a unique certificate ID.
Is this course for you?
- Working professionals who prepare recurring Excel reports
- Analysts and students who want to build dashboards in Excel
- Managers and small-business owners who make decisions from Excel data
Before you start
- Basic Excel navigation and simple formulas
- Microsoft Excel 2016 or later for Windows (Microsoft 365 recommended for AI and Power Query lessons)
Your teaching team
NextGenTemplates Academy
Practical professional learning from the team behind NextGenTemplates. Focused on spreadsheets, reporting, dashboards, analytics and AI-assisted productivity.
Good to know
How do I buy a course, and which payment methods can I use?+
Choose a course, select Add to cart and complete checkout. With an Indian billing address you pay in INR through Razorpay, using UPI, cards or net banking. From any other country you pay in USD through PayPal, including debit and credit cards. It is a one-time payment, and the course appears in My Learning as soon as payment is confirmed.
Can I learn at my own pace?+
Yes. Lessons are organized into modules, and signed-in learners can save their progress and resume where they left off.
Are practice files included?+
Yes. Practice files are included with each paid course and can be downloaded from the course once you are enrolled. They are for your personal learning and your own internal work.
Will I receive a certificate?+
Yes. When you complete all required lessons (and any knowledge check or assignment in the course), you can download a certificate of completion with a unique certificate ID. It confirms course completion; it is not an academic or professional accreditation.
How long will I have course access?+
You get lifetime access: you can use the course for as long as NextGenTemplates Academy operates and offers it, as described in the Course Access Policy. There is no subscription or renewal fee.
Can I get a refund?+
Courses are digital content with immediate access, so purchases are generally non-refundable. Limited exceptions are explained in the Refund Policy.