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Microsoft Excel PivotTables

Learn to prepare source data, build and format PivotTables and PivotCharts, drill into results and create interactive slicer dashboards in Microsoft Excel.

FormatRecorded sessionWatch any time
Length90 minutes
Tom Chandler Speaker Tom Chandler Excel trainer and consultant · TechMentors · Teaching Excel since 1996
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Overview

Microsoft Excel PivotTables and PivotCharts turn raw data into clear business insight without advanced formulas. This 90-minute Excel PivotTables training starts with setting up your source data correctly, then shows how to build PivotTables and PivotCharts that summarize large datasets.

You'll learn to aggregate data with metrics such as sum, average and count, group and segment it to find patterns, format the results for readable reports and data storytelling, and drill down or up for deeper analysis.

The session finishes with interactive dashboards built with slicers, so users can explore several scenarios on their own and reach decisions faster. It is aimed at business professionals who want to get from data to understanding quickly.

Why attend: Large datasets are hard to make sense of, and guesswork leads to slow or poor decisions. This webinar teaches proven techniques for organizing, analyzing and visualizing data with PivotTables, so you can make faster, better-informed decisions without learning advanced formulas and functions. It suits data and business analysts, finance professionals, small business owners, operations and sales staff, and anyone responsible for reporting or performance tracking.

What’s covered

  • Introduction to data analytics in Excel
  • What PivotTables are and their business value
  • Structuring and preparing source data correctly
  • Creating and modifying PivotTables
  • Aggregating data with metrics such as sum, average and count
  • Formatting data for readability and reporting
  • Drill-down and drill-up techniques
  • Managing PivotTables: move, copy and refresh
  • Creating and customizing PivotCharts
  • Using slicers to build interactive dashboards

Who should attend

Data analystsBusiness analystsCFOsAccountantsFinancial analystsSmall business ownersOperations and sales professionals

What you get

CertificateEmailed to each attendee after the session.
HandoutsSlides and checklists to reuse with your team.

About the speaker

Tom Chandler
Tom Chandler
Excel trainer and consultant · TechMentors

Tom Chandler started teaching Excel and other Microsoft Office (now Microsoft 365) applications in Silicon Valley in 1996. In 2010 he started a computer training and consulting company named TechMentors. He has had the pleasure of teaching and consulting with many small and large companies including Stanford Medical Center, Visa, Seagate, and the City of San Jose.
Tom received his Bachelors of Science in Finance and Accounting from Brigham Young University. He also received a MBA with a concentration on Computer/Information Technology Administration and Management from Western Governors University.
Tom and his wife, Madeline, are very family oriented. They have seven (7) children and currently thirteen (13) grandchildren with two more on the way. Consequently in 2020 Tom and Madeline moved to northern Utah so they could be near many of their children and grandchildren.

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From$219On-demand · watch any time Enroll now