An Introduction to Excel Pivot Tables: Data Analysis and Creating Insightful Business Reports

OVERVIEW

MS Excel PivotTable 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 Excel PivotTable tutorial, you’ll learn how do PivotTables work and how to use it 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 in Excel, you’ll be saving time and making your job easier.

WHY SHOULD YOU ATTEND

As an intermediate-level user of Excel, not only do you want to take your knowledge and skills to the next level, you want to produce meaningful, impactful and insightful reports in the shortest time possible. These features of the application will help you to do just that.

AREAS COVERED

· How to create a PivotTable in Excel and modify its 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 time periods
· Format an MS Excel PivotTable
· Drill down to the source of data from a PivotTable
· Use Slicers to make filtering a PivotTable simple
· Create a PivotChart to see the data visually

LEARNING OBJECTIVES

The ability to analyze data is a powerful skill that helps make better decisions. Microsoft Excel is one of the top tools for data analysis and PivotTables in Excel are 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. MS Excel PivotTables are used in many different industries by millions of users who share the goal of reporting the performance of companies and organizations.

PivotCharts and Slicers can be used together to visualize data and create easy to use dashboards.

WHO WILL BENEFIT

This session is aimed at Excel users who have intermediate-level knowledge and who wish to take their knowledge and understanding of the application to the next level.

SPEAKER

Years of Experience: 44+ years

Areas of Expertise: Microsoft Office

Cathy Horwitz is an independent consultant specializing in Microsoft Office instruction. She has over 30 years of experience as a Microsoft Office instructor. Cathy is proficient in all levels of Excel, Word, PowerPoint, Outlook and Access. Cathy holds a degree in Psychology and a Master in Business Administration degree with an emphasis in Human Resources.

Cathy worked for Zenith Data Systems for 17 years. She worked for a Zenith distributor when personal computers were first introduced. Zenith established a computer division and began manufacturing and selling personal computers. Cathy was involved in software training from the very beginning. She has been training as an independent consultant since 1993.

Cathy’s 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 training the adult student.

When not training, Cathy enjoys gardening and refinishing vintage furniture.

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Others Details

Learn how to create a PivotTable in Excel to get meaningful, impactful and insightful business reports. Also learn about PivotCharts and Slicers to visualize data and create easy to use dashboards.