A very common situation in Excel is the Big List. You might have a huge list of employees, customers, products, sales, events, locations, technical support tickets – it doesn’t really matter what the list is of, what matters is that there is value in that list. You might want to know what your most profitable kind of customer is, or which technical support rep is being most productive, or which product is driving the most interest, but the Big List isn’t giving you that information automatically. Building a Pivot Table is a fast, easy way of analyzing your data and giving you useful insights. If you want to know how to help your business, creating a summary and a chart with Pivot Tables should be your first move.
WHY SHOULD YOU ATTEND?
Without Pivot Tables, creating summaries of Excel data is a multi-step process that you must repeat for new calculations or groups within the data. If you need to adjust the calculation, it can be very complex. Pivot Tables create summaries and calculations with just 4-5 clicks. ‘Pivoting’ to a new set of data, a new calculation, or a specific group within your data usually takes 2-3 clicks. Combining multiple Pivot Tables onto the same page can create a dynamic dashboard for looking at several parts of the business simultaneously – and takes very little effort. If you’re unsure about using Pivot Tables for your business, you must attend this training to understand how powerful and simple it is to summarize and visualize incredibly valuable insights in your business.
AREA COVERED
- Data layout best practices
- Pivot Table essentials
- Creating your first Pivot Table
- Formatting and presentation
- Creating multiple calculations
- Filtering and focusing on data
LEARNING OBJECTIVES
- What is a Pivot Table, and why should I create one?
- Creating your First Pivot Table
- Number formatting and calculations
- Color-coding and styles
- Filters, slicers, and timelines
- Charting and on-the-fly filtering
- Custom calculated fields and items
- Leveraging the Excel Data Model
WHO WILL BENEFIT?
- Executives
- Managers
- Business Analysts
- Production Supervisors
- Anybody who needs to analyze their part of the business
Without Pivot Tables, creating summaries of Excel data is a multi-step process that you must repeat for new calculations or groups within the data. If you need to adjust the calculation, it can be very complex. Pivot Tables create summaries and calculations with just 4-5 clicks. ‘Pivoting’ to a new set of data, a new calculation, or a specific group within your data usually takes 2-3 clicks. Combining multiple Pivot Tables onto the same page can create a dynamic dashboard for looking at several parts of the business simultaneously – and takes very little effort. If you’re unsure about using Pivot Tables for your business, you must attend this training to understand how powerful and simple it is to summarize and visualize incredibly valuable insights in your business.
- Data layout best practices
- Pivot Table essentials
- Creating your first Pivot Table
- Formatting and presentation
- Creating multiple calculations
- Filtering and focusing on data
- What is a Pivot Table, and why should I create one?
- Creating your First Pivot Table
- Number formatting and calculations
- Color-coding and styles
- Filters, slicers, and timelines
- Charting and on-the-fly filtering
- Custom calculated fields and items
- Leveraging the Excel Data Model
- Executives
- Managers
- Business Analysts
- Production Supervisors
- Anybody who needs to analyze their part of the business
Speaker Profile
![ins_img](/Speaker_Pics/neil.jpg)
Neil Malek runs Knack Training, and Orlando, FL area software and professional development training company. He is a Microsoft Certified Trainer, Adobe Certified Instructor, and CompTIA Certified Technical Trainer with 20 years of working with individuals, small businesses, non-profits, and Fortune 500 companies to identify and close skill gaps. He specializes in customized, hands-on, live workshops.
Upcoming Webinars
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Work Well Remotely: Healthy Habits at Home
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3-Hour Excel Automation Boot Camp: Top Ten Excel Functions …
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Project Management for administrative professionals
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4-Hour Virtual Seminar on Transformational Leadership - The…
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IRS Form 1099 Reporting: Compliance Requirements
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Understanding Emerging Payments Fraud and Risk Management
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Navigating FDA Inspections: From SOP to 483
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Implementing an Effective Human Error Reduction Program
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Fair Debt Collection Practices Act (FDCPA)
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Sunshine Act Reporting - Clarification for Clinical Research
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SOPs - How to Write Them to Satisfy those Inspectors
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Complying with the NEW I-9 and E-Verify Regulations - The I…
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TIN Matching to Reduce Your B-Notices and Eliminate Propose…
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Stressed Out: How to Handle Conflict, Difficult People and …
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California Meal and Rest Breaks: What You Dont Know Can Cos…
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Harassment, Bullying, Gossip, Confrontational and Disruptiv…
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Using Behavior Based Interviewing for Finding the Best Matc…
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Why EBITDA Doesn't Spell Cash Flow and What Does
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Diversity, Equity and Inclusion in the Workplace - Celebrat…
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Gossip-Free: Leadership Techniques to Quell Office Chatter
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Form 1099 Update 2024: Latest Forms, Rules and Reporting Re…
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Your Workplace Culture for 2024: If You Don't Get It Right,…
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FDA Regulation of Artificial Intelligence/ Machine Learning
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Emotional Intelligence: Mastering the Emotions of Great Lea…
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Dealing With Difficult People In Life & Work
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Onboarding is Not Orientation: How to Improve Your New Hire…
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Employee or Independent Contractor – U.S DOL Announces 2024…
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Effective Onboarding: How to Welcome, Engage, and Retain Ne…
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I-9 Audits: Strengthening Your Immigration Compliance Strat…
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Re-imagine Finance & Accounting Made Simple. Three Webinars…
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Leadership: Strategic Planning and Decision Making
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Tattoos, hijabs, piercings, and pink hair: The challenges …
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Understanding the incredible uses and fallbacks of ChatGPT