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Transform Data into Insights: A Beginners Guide to Excel PivotTables

instructor
By: Cathy Horwitz
Recorded Session
Duration
90 Minutes
Training Level
Intermediate to Advanced

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Recorded Session

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Webinar Details

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

WHY SHOULD YOU ATTEND?

PivotTables 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 training session, you’ll learn how to use PivotTables 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, you’ll be saving time and making your job easier.

AREA COVERED

  • Create PivotTables and modify their 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 periods
  • Format a PivotTable
  • Drill down to the source of data from a PivotTable
  • Use Slicers to make filtering a PivotTable simple

LEARNING OBJECTIVES

  • Why PivotTables are the hidden gems of Excel
  • How to analyze large data sets from different business perspectives
  • Create a PivotTable to summarize data
  • Make understanding the data easier for others
  • Use PivotTables to answer questions about the data
  • Analyze patterns in the data
  • Customize the summary by grouping data
  • Format PivotTables for easy viewing

WHO WILL BENEFIT?

  • Business Owners
  • CEOs / CFOs / CTOs
  • Managers
  • Accountants
  • CPAs
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Anybody with large amounts of Data
  • Anybody who uses Microsoft Access/Excel regularly, and wants to be more efficient and
  • productive

PivotTables 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 training session, you’ll learn how to use PivotTables 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, you’ll be saving time and making your job easier.

  • Create PivotTables and modify their 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 periods
  • Format a PivotTable
  • Drill down to the source of data from a PivotTable
  • Use Slicers to make filtering a PivotTable simple
  • Why PivotTables are the hidden gems of Excel
  • How to analyze large data sets from different business perspectives
  • Create a PivotTable to summarize data
  • Make understanding the data easier for others
  • Use PivotTables to answer questions about the data
  • Analyze patterns in the data
  • Customize the summary by grouping data
  • Format PivotTables for easy viewing
  • Business Owners
  • CEOs / CFOs / CTOs
  • Managers
  • Accountants
  • CPAs
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Anybody with large amounts of Data
  • Anybody who uses Microsoft Access/Excel regularly, and wants to be more efficient and
  • productive

SPEAKER PROFILE

instructor

Cathy Horwitz believes that when you know the capabilities of the software you use, you will demonstrate improved productivity, will be more efficient and will be able to problem solve more easily. She is an experienced educator specializing in the Microsoft Office suite, including Excel, PowerPoint, Word, Access, and Outlook. With over 30 years of expertise in classroom and virtual training, Cathy has been teaching Microsoft Office since its inception, helping students and professionals master its powerful tools.
Cathy excels at tailoring her classes to meet the unique needs of her students, incorporating practical, real-world business examples to enhance learning. Known for her high energy and engaging approach, she brings a dynamic and supportive style to adult education, ensuring her students gain both confidence and competence in using Microsoft Office effectively. She holds the Modern Classroom Certified Trainer certification from Logical Operations which
prepares instructors for all aspects of delivering a course using the latest training technologies and approaches. When not teaching, Cathy enjoys gardening, traveling, and refinishing mid-century furniture.

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