Understanding How to Use Pivot Tables and Charts for Dashboard Construction - Putting It All Together!

Instructor: Joe Weil
Product ID: 705054
  • Duration: 100 Min
This easy-to-follow webinar training 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 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.

recorded version

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
Last Recorded Date: Feb-2017

Training CD / USB Drive

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

Customer Care

Fax: +1-650-362-2367

Email: [email protected]

Read Frequently Asked Questions

Why Should You Attend:

Pivot Table Charts give your data a dynamic view. Pivot Table Slicers allow you to automate data selection changes for those who do not use Excel on a regular basis. In this webinar, the instructor will demonstrate how to incorporate Pivot Table Slicers into your Pivot Table Charts for dynamic dashboard presentations. It’s easy to learn. For Slicers and Dashboards, Excel 2010 or higher is recommended.

The webinar will conclude with a presentation on how to use Pivot Tables, Charts and Slicers to display Key Performance Indicators (KPIs) in a dynamic, user-interactive dashboard format and also illustrate the basics of Dashboard Construction.

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
  • Instantly interchange rows and columns of information for added clarity and analysis
  • Instantly organize, subtotal, sort and analyze numeric data - alphabetize as necessary
  • 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
  • Learn the keys to moving from Pivot Table to KPI Dashboard Display
  • Understand how to use Slicers for dynamic dashboard presentations
  • Use Excel tools to achieve symmetry in placing dynamic, user-interactive charts

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, 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
  • Overview – How to Go From Pivot Tables to Dashboard Displays

Who Will Benefit:

  • Financial Professionals
  • IT Personnel
  • Managers
  • Supervisors
  • CPAs
  • Budget Directors
  • Financial Analysts
  • 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
Instructor Profile:
Joe Weil

Joe Weil

Joe Weil, CPA, M. Acc., is the president of the National Center for Continuing Education (NCCE), a Tallahassee based nationwide financial training firm. With over 25 years’ experience, Mr. Weil has led over 400 seminars on Excel and financial topics and several highly acclaimed webinars on the same topics. He is a former corporate controller, former state agency director of auditing, and a former municipal CFO.

Mr. Weil earned his Master of Accounting Degree at Florida State University. His training clientele include Harley-Davidson, Hewlett-Packard, Oracle, Deloitte, Florida Power and Light, Motorola, National Institute of Science and Technology, and many others.

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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.

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