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
Effective Communication: Ensuring Clarity, Accountability a…
2-Hour Virtual Seminar on Workplace Investigations 101: How…
AI for Excel Professionals: Enhancing Productivity with Cha…
Employers Should Prepare for Immigration Raids in 2026! Thi…
The Importance of the first 5 seconds when presenting
Negotiating Skills For Professional Results - Winning Strat…
Validation Statistics for Non-Statisticians
Workplace Behavior in 2026: Tackling Conflicts and Incivili…
FDA Recommendations for Artificial Intelligence/Machine Lea…
Interactive dashboards & analytics in Excel
Bootcamp for New Managers and Supervisors: Develop These Es…
Enhancing Project Management with Storytelling Techniques
4-Hour Workshop on Data Simplified: Sorting and Filtering, …
Creating Your 2026 Marketing Strategy
The Language of Leadership: Is Your Communication Style As …
ChatGPT for Innovative Business Advisory Services for Accou…
Utilizing A Proven Process When Conducting Sensitive, Inter…
How to Write Procedures to Avoid Human Errors
Human Factors Usability Studies Following ISO 62366 and FDA…
Why EBITDA Doesn't Spell Cash Flow and What Does?
Mastering DAX Patterns in the Era of AI & Copilot
Establishing Appropriate Quality Metrics and Key Performanc…
IRS Form 1099 Reporting: Compliance Requirements
FDA QMSR Explained: How the QMSR Replaces the QSR
How to Manage the Legal Landmine of the FMLA, ADA and Worke…
Understanding EBITDA – Definition, Formula & Calculation
Tattoos, hijabs, piercings, and pink hair: The challenges …
FDA Compliance And Laboratory Computer System Validation
Medical Device Hazard analysis following ISO 14971
Excel Spreadsheets; Develop and Validate for 21 CFR Part 11…
Excel + AI: The Smart User's Guide to Faster, Easier Work w…