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
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.
Last Recorded Date: Nov-2015


1 Person Unlimited viewing for 6 month info Recorded Link and Ref. material will be available in My CO Section
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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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