ComplianceOnline

Excel Pivot Table: Step-by-Step System Flowchart Makes Pivot Tables Easy for Administrators and Financial Professionals

Instructor: Joe Weil
Product ID: 704270
  • Duration: 90 Min

recorded version

$149.00
1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section

Training CD

$299.00
One CD is for usage in one location only.
(For multiple locations contact Customer Care)
CD and Ref. material will be shipped within 15 business days

Customer Care

Fax: +1-650-565-8542

Email: customercare@complianceonline.com

Read Frequently Asked Questions

Among several other Excel Pivot Table essentials, this training program will impart how to set up your data and create a Pivot Table in less than 5 minutes, an understanding of how to activate the Pivot Table and use the Pivot Field for instant versatility, and place key business metrics in an interactive Pivot Table for improved, instant analysis.

Why Should You Attend:

This 90-minute, easy-to-follow webinar will illustrate the use of Pivot Tables, Pivot Charts and Pivot Table Slicers to analyze sales data by state, sales person and sales location. Pivot Tables are very versatile and allow the Excel professional to rapidly change rows, columns, and much more to “slice and dice” raw data for detailed analysis and presentation. These same Pivot Table tools can be used for accounts receivable, inventories, personnel and much more.

Pivot Table Charts give your data a dynamic view. Pivot Table Slicers allow you to automate data selection changes for managers who do not use Excel on a regular basis. This program will show you how to incorporate Pivot Table Slicers into your Pivot Table Charts for dynamic dashboard presentations. For Slicers, Excel 2010 or higher is recommended.

Learning Objectives:

  • Set up your data and create a Pivot Table in less than 5 minutes
  • Understand how to activate the Pivot Table and use the Pivot Field for instant versatility
  • Place key business metrics in an interactive Pivot Table for improved, instant analysis
  • Expand and collapse levels of data for focused results
  • Create Slicers and Pivot Charts with WOW power that commands respect for your work
  • Instantly interchange rows and columns of information for added clarity and analysis
  • Instantly organize, subtotal, sort and analyze numeric data
  • Summarize your data by categories and subcategories
  • Creating custom pivot charts to illustrate your data
  • Create slicers to allow any user to automatically manipulate your data
  • Show your data as numbers or percent of totals
  • Group your data by numeric ranges

Areas Covered in the Webinar:

  • Pivot Table Basics – Overview – How Excel Pivot Tables Work
    • Creating a Pivot Table and Pivot Chart – Excel Commands
    • Creating or Importing Your Data Base
    • Understanding the Columns or Fields
  • Using the Pivot Table Field List to Slice and Dice Your Data
    • Activating Your Pivot Table and Using the Special Pivot Table Toolbar
    • Field Selection, Row Labels, Values, Filters
    • Changing Rows and Columns Instantly
  • Using the Pivot Table Tools – Basics
    • Design – Styles, Page Layout, Subtotals, Format, More!
    • Options – Sort/Filter, Data Calculation, Logical Operands, and More
  • Creating and Manipulating Pivot Charts
    • How to Create and Format Your Pivot Chart
    • Filtering a Pivot Chart with Slicers
  • Using Slicers to Filter Pivot Tables – Formatting Filters for Easy Client Use
  • Grouping Data by Numeric Ranges

Who Will Benefit:

Managers, supervisors, financial professionals, administrative assistants, sales professionals, marketers — anyone who uses Microsoft Excel and wants to save hours, avoid using cumbersome tables and analyze data in the most proficient manner possible.

  • Banking
  • Finance
  • Marketing
  • Sales
  • Investments
  • Pharmacy
  • Accounts
  • Audit

Instructor Profile:

A former corporate controller and director of auditing, Joe Weil, CPA, has 25+ years of Excel instruction/presentation experience. He holds a Master of Accounting degree and is a college Excel and auditing professor. Mr. Weil has led over 400 Excel presentations.

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

If you have any concern about the content of the webinar and not satisfied please contact us at below email or by call mentioning your feedback for resolution of the matter.

We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email customercare@complianceonline.com call +1-888-717-2436 (Toll Free).

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