Pivot Tables are one of the strongest tools in Excel's data analysis and business intelligence toolkit, whether you're building a dashboard, doing serious analysis or summarizing data for a small project. This 60-minute Excel Pivot Tables crash course shows you how to use them.
With a few clicks and no complex formulas, you can build reports, dashboards and charts that help you summarize and interpret data, spot trends and answer the questions behind key business decisions.
Pivot Tables have a reputation for being complicated, but you'll see how easy they are to create, customize, filter with slicers and chart.
WHY SHOULD YOU ATTEND?
If summarizing data for reports is a frustrating, slow job, this class is for you. Understanding Pivot Tables will save you time and effort every time you need a report.
It suits Excel users in accounting, audit, finance, banking, insurance, HR, IT, sales, marketing, logistics, pharmaceuticals, medical devices and many other fields.
AREA COVERED
- Starting a Pivot Table
- Working with the PivotTable task pane
- Adding, moving and deleting fields
- Summarizing data as totals, averages or percentages
- Customizing the Pivot Table view
- Adding a slicer to filter results
- Adding a chart to visualize results
- Tips and tricks to keep Pivot Table layouts in place
LEARNING OBJECTIVES
- Create a Pivot Table from your data
- Use the task pane to add, move and delete fields
- Summarize data into totals, averages or percentages
- Customize the view of a Pivot Table
- Filter results with slicers and visualize them with charts
- Apply tips that keep Pivot Table layouts from changing
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 summarizing data for reports is a frustrating, slow job, this class is for you. Understanding Pivot Tables will save you time and effort every time you need a report.
It suits Excel users in accounting, audit, finance, banking, insurance, HR, IT, sales, marketing, logistics, pharmaceuticals, medical devices and many other fields.
- Starting a Pivot Table
- Working with the PivotTable task pane
- Adding, moving and deleting fields
- Summarizing data as totals, averages or percentages
- Customizing the Pivot Table view
- Adding a slicer to filter results
- Adding a chart to visualize results
- Tips and tricks to keep Pivot Table layouts in place
- Create a Pivot Table from your data
- Use the task pane to add, move and delete fields
- Summarize data into totals, averages or percentages
- Customize the view of a Pivot Table
- Filter results with slicers and visualize them with charts
- Apply tips that keep Pivot Table layouts from changing
- 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 …
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