Transform Data into Insights: A Beginners Guide to Excel PivotTables

04 Dec 2024
10:00 AM PDT | 01:00 PM EDT
90 Minutes

Analyzing data is a powerful skill that helps make better decisions. Microsoft Excel is one of the top tools for data analysis and PivotTables is arguably the most popular analytic tool. The power of Excel PivotTables and their ability to summarize data in flexible ways enables quick exploration of data and produces valuable insights from the accumulated data. PivotTables are used in many different industries by millions of users who share the goal of reporting the performance of companies and organizations.

WHY SHOULD YOU ATTEND?

PivotTables can help you sort and sift through large data sets to focus quickly on just the data elements that matter most to your specific needs. In just one fast-paced and informative training session, you’ll learn how to use PivotTables to sort your data more efficiently, create multiple customized reports in a few easy steps, and gain a powerful new tool to help you make better business decisions. In addition, you’ll get tips on the easiest way to group your data. Most importantly, when you use the power of PivotTables, you’ll be saving time and making your job easier.

AREA COVERED

  • Create PivotTables and modify their structure
  • Filter and sort the data in a PivotTable
  • Change the PivotTable calculations
  • Show pivoted data in terms of percentages
  • Refresh the PivotTable based on changes in the original database
  • Group date fields to view the data over different periods
  • Format a PivotTable
  • Drill down to the source of data from a PivotTable
  • Use Slicers to make filtering a PivotTable simple

LEARNING OBJECTIVES

  • Why PivotTables are the hidden gems of Excel
  • How to analyze large data sets from different business perspectives
  • Create a PivotTable to summarize data
  • Make understanding the data easier for others
  • Use PivotTables to answer questions about the data
  • Analyze patterns in the data
  • Customize the summary by grouping data
  • Format PivotTables for easy viewing

WHO WILL BENEFIT?

  • Business Owners
  • CEOs / CFOs / CTOs
  • Managers
  • Accountants
  • CPAs
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Anybody with large amounts of Data
  • Anybody who uses Microsoft Access/Excel regularly, and wants to be more efficient and
  • productive

PivotTables can help you sort and sift through large data sets to focus quickly on just the data elements that matter most to your specific needs. In just one fast-paced and informative training session, you’ll learn how to use PivotTables to sort your data more efficiently, create multiple customized reports in a few easy steps, and gain a powerful new tool to help you make better business decisions. In addition, you’ll get tips on the easiest way to group your data. Most importantly, when you use the power of PivotTables, you’ll be saving time and making your job easier.

  • Create PivotTables and modify their structure
  • Filter and sort the data in a PivotTable
  • Change the PivotTable calculations
  • Show pivoted data in terms of percentages
  • Refresh the PivotTable based on changes in the original database
  • Group date fields to view the data over different periods
  • Format a PivotTable
  • Drill down to the source of data from a PivotTable
  • Use Slicers to make filtering a PivotTable simple
  • Why PivotTables are the hidden gems of Excel
  • How to analyze large data sets from different business perspectives
  • Create a PivotTable to summarize data
  • Make understanding the data easier for others
  • Use PivotTables to answer questions about the data
  • Analyze patterns in the data
  • Customize the summary by grouping data
  • Format PivotTables for easy viewing
  • Business Owners
  • CEOs / CFOs / CTOs
  • Managers
  • Accountants
  • CPAs
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Anybody with large amounts of Data
  • Anybody who uses Microsoft Access/Excel regularly, and wants to be more efficient and
  • productive
Currency:
Webinar Option
Live + Recorded Session
Live + Transcript
Live + USB
Transcript (PDF Transcript of the Training)
Downloadable Recorded Session
USB
Group Session Participants + Recorded

Live Session with unlimited participants. Invite any number of attendees to join.

Speaker Profile

ins_img Cathy Horwitz

Cathy Horwitz believes that when you know the capabilities of the software you use, you will demonstrate improved productivity, will be more efficient and will be able to problem solve more easily.Cathy teaches classes on the Microsoft suite of application software including Excel, PowerPoint, Word, Access and Outlook. Cathy has over 30 years of experience in classroom and virtual training and has been an instructor of Microsoft Office since its inception.Her strengths include customizing classes based on the needs of individual students and providing realistic business examples to compliment training.  She is a high energy trainer with a flair for …

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