A very common situation in Excel is the Big List. You might have a huge list of employees, customers, products, sales, events, locations, technical support tickets – it doesn’t really matter what the list is of, what matters is that there is value in that list. You might want to know what your most profitable kind of customer is, or which technical support rep is being most productive, or which product is driving the most interest, but the Big List isn’t giving you that information automatically. Building a Pivot Table is a fast, easy way of analyzing your data and giving you useful insights. If you want to know how to help your business, creating a summary and a chart with Pivot Tables should be your first move.
WHY SHOULD YOU ATTEND?
Without Pivot Tables, creating summaries of Excel data is a multi-step process that you must repeat for new calculations or groups within the data. If you need to adjust the calculation, it can be very complex. Pivot Tables create summaries and calculations with just 4-5 clicks. ‘Pivoting’ to a new set of data, a new calculation, or a specific group within your data usually takes 2-3 clicks. Combining multiple Pivot Tables onto the same page can create a dynamic dashboard for looking at several parts of the business simultaneously – and takes very little effort. If you’re unsure about using Pivot Tables for your business, you must attend this training to understand how powerful and simple it is to summarize and visualize incredibly valuable insights in your business.
AREA COVERED
- Data layout best practices
- Pivot Table essentials
- Creating your first Pivot Table
- Formatting and presentation
- Creating multiple calculations
- Filtering and focusing on data
LEARNING OBJECTIVES
- What is a Pivot Table, and why should I create one?
- Creating your First Pivot Table
- Number formatting and calculations
- Color-coding and styles
- Filters, slicers, and timelines
- Charting and on-the-fly filtering
- Custom calculated fields and items
- Leveraging the Excel Data Model
WHO WILL BENEFIT?
- Executives
- Managers
- Business Analysts
- Production Supervisors
- Anybody who needs to analyze their part of the business
Without Pivot Tables, creating summaries of Excel data is a multi-step process that you must repeat for new calculations or groups within the data. If you need to adjust the calculation, it can be very complex. Pivot Tables create summaries and calculations with just 4-5 clicks. ‘Pivoting’ to a new set of data, a new calculation, or a specific group within your data usually takes 2-3 clicks. Combining multiple Pivot Tables onto the same page can create a dynamic dashboard for looking at several parts of the business simultaneously – and takes very little effort. If you’re unsure about using Pivot Tables for your business, you must attend this training to understand how powerful and simple it is to summarize and visualize incredibly valuable insights in your business.
- Data layout best practices
- Pivot Table essentials
- Creating your first Pivot Table
- Formatting and presentation
- Creating multiple calculations
- Filtering and focusing on data
- What is a Pivot Table, and why should I create one?
- Creating your First Pivot Table
- Number formatting and calculations
- Color-coding and styles
- Filters, slicers, and timelines
- Charting and on-the-fly filtering
- Custom calculated fields and items
- Leveraging the Excel Data Model
- Executives
- Managers
- Business Analysts
- Production Supervisors
- Anybody who needs to analyze their part of the business
Speaker Profile
Neil Malek runs Knack Training, and Orlando, FL area software and professional development training company. He is a Microsoft Certified Trainer, Adobe Certified Instructor, and CompTIA Certified Technical Trainer with 20 years of working with individuals, small businesses, non-profits, and Fortune 500 companies to identify and close skill gaps. He specializes in customized, hands-on, live workshops.
Upcoming Webinars
Understanding the Artificial Intelligence Landscape
Holiday Stress and Loss: The Art of Stress Resilience in E…
Establishing Appropriate Quality Metrics and Key Performanc…
Is Your Culture Working For or Against Your Success? If You…
Ultimate Persuasion Strategies! - Secret Influence Tools & …
Using High-Performance Coaching for Managers to Address Per…
Excel - 10 Key Worksheet Functions to Skyrocket Your Produc…
OSHA Requirements for Supervisors, Project Leaders & HR - W…
Utilizing HR Metrics to Illustrate & Improve Human Resource…
Red flags that can render your OSHA Safety Program Complete…
The Human Element of Leadership in the Hybrid Work Experien…
Transform Data into Insights: A Beginners Guide to Excel Pi…
What If Analysis Tools in Excel: Goal Seek, Solver, and Dat…
Project Management for administrative professionals
How to Navigate Political Speech in the Workplace
How to Prepare For and Host a FDA Inspection and Respond to…
Mastering Year-End Payroll and Tax Compliance for 2024
Eliminate Harmful And Unproductive Drama In The Workplace
3-Hour Virtual Seminar on Chat GPT for Project Management i…
The Anti-Kickback Statute: Enforcement and Recent Updates
Excel - Pivot Tables - The Key To Modern Data Analysis and …
FDA Technology Modernization Action Plan (TMAP) and Impact …
5 Key Components of Good Manufacturing Practices to obtain …
Team Synergy: How to Harness Collective Intelligence to Max…
Successful Strategies for FDA Expedited Pathways for Your D…
The Power Of Trust In The Workplace- Improving Your Career …
Managing Toxic & Other Employees Who Have Attitude Issues
Protect Your Company With The End of the Year HR Checklist
Do's and Don'ts of Giving Effective Feedback for Performanc…
So, You’re Now the “Boss”: Essential Skills to Succeed as a…
Onboarding is NOT Orientation - How to Improve the New Empl…
Construction Lending And Real Credit Administration: Evalua…
2-Hour Virtual Seminar on the 6 Most Common Problems in FDA…
Improving Employee Engagement & Retention Through Stay Inte…
Building GMP Excellence: A Guide to Implementing Compliant …
4-Hour Virtual Seminar on Transformational Leadership - The…
Use the power of AI to turbocharge your MS Excel
Understanding cognitive load in medical device design
Human Error Reduction Techniques for Floor Supervisors
Excel Power Skills: Master Functions, Formulas, and Macros …