Whether you need to build an Excel-based dashboard, perform some serious data analysis, or simply summarize data for a small project, Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) toolkit. With just a few clicks of the mouse (and no complicated formulas!) you can quickly and easily build the reports, dashboards, and charts that help you to summarize, analyze, interpret and understand your data which in turn helps you to spot trends and get answers to the important questions on which you base your key business decisions. Pivot Tables have a reputation for being complicated and scary but by attending this training, you’ll be pleasantly surprised at how easy it is to use and create them.
WHY SHOULD YOU ATTEND?
If you are tasked with summarizing data for reports and are frustrated with the process, attend this class! You will save time and your sanity when you understand the power of the Pivot Table!
LEARNING OBJECTIVES
- How to begin a Pivot Table
- Work with the Pivot task pane
- Work with fields, adding, moving, deleting
- Summarize the data into totals, averages, or percentages
- Customize the view of the Pivot table
- Add a Slicer to filter the results
- Add a Chart to visualize the results
- Learn the tips and tricks to make sure your Pivots keep their layouts
WHO WILL BENEFIT?
- Accountants
- Accounts
- Audit
- Aviation
- Banking
- CFOs
- Controllers
- CPAs
- Education
- Energy
- FDA
- Finance
- Financial consultants
- Human Resource
- Insurance
- Investments
- IT
- Logistics & Supply Chain
- Marketing
- Medical Devices
- Pharmaceutical
- Retail
- Sales
- Telecom
If you are tasked with summarizing data for reports and are frustrated with the process, attend this class! You will save time and your sanity when you understand the power of the Pivot Table!
- How to begin a Pivot Table
- Work with the Pivot task pane
- Work with fields, adding, moving, deleting
- Summarize the data into totals, averages, or percentages
- Customize the view of the Pivot table
- Add a Slicer to filter the results
- Add a Chart to visualize the results
- Learn the tips and tricks to make sure your Pivots keep their layouts
- Accountants
- Accounts
- Audit
- Aviation
- Banking
- CFOs
- Controllers
- CPAs
- Education
- Energy
- FDA
- Finance
- Financial consultants
- Human Resource
- Insurance
- Investments
- IT
- Logistics & Supply Chain
- Marketing
- Medical Devices
- Pharmaceutical
- Retail
- Sales
- Telecom
Speaker Profile
Andy Lanning
Andy Lanning, owner, trainer, and Chief Nerd of Computer Software Training, LLC. Andy has 25+ years of experience teaching computer software in the corporate and university environments. She teaches basic to advanced levels in most Microsoft Office programs. She is adjunct faculty at Boise State University, since 1994 to present, where she specializes in computer training for the Center for Professional Development. She also travels to teach at company conferences across the U.S. Andy’s background includes corporate training, private training, and freelance data analysis. She has recorded several online training courses for Udemy.com, GoSkills.com, and in her career has delivered …
Upcoming Webinars
Aligning Your HR Strategy with Your Business Strategy: A Ro…
HIPAA 2025 – Major Changes, Latest Rulings & Guidance
Understanding Accounting for non - Accounting professionals
Dealing With Difficult People: At Work & In Life
2026 Employment Law Guide - Essential Updates Every Employe…
Project Management for Non-Project Managers - Scheduling yo…
2-Hour Virtual Seminar on How to Conduct an Internal Harass…
Language is Code - Intro to AI - Generative AI - ChatGPT an…
ChatGPT and Project Management: Leveraging AI for Project M…
Managing Toxic Employees: Strategies For Leaders To Effecti…
Advanced Commercial Loan Underwriting Certification
Excel + AI: The Smart User's Guide to Faster, Easier Work w…
Harassment, Bullying, Gossip, Confrontational and Disruptiv…
Copilot and HR: An Introduction for HR Professionals
Excel Power Skills: Master Functions, Formulas, and Macros …
Identifying, Managing, and Retaining High-Potential Employe…
Eliminate Harmful And Unproductive Drama In The Workplace
How to Write Effective Audit Observations: The Principles f…
Project Management for administrative professionals
FFIEC BSA/AML Examination Manual: What Compliance Officers …
Mastering DAX Patterns in the Era of AI & Copilot
Building GMP Excellence: A Guide to Implementing Compliant …
Clinical Trial Systems: The Trial Master File (TMF) and Ele…
Excel Spreadsheets; Develop and Validate for 21 CFR Part 11…
Thriving in a Hybrid Workplace: Keys to Leadership and Team…
The Language of Leadership: Is Your Communication Style As …