An Introduction to Excel Pivot Tables: Data Analysis and Creating Insightful Business Reports
OVERVIEW
MS Excel PivotTable can
help you sort and sift through large data sets to focus quickly on just the
data elements that matter most to your specific needs. In just one
fast-paced and informative Excel PivotTable tutorial, you’ll learn how do
PivotTables work and how to use it to sort your data more efficiently, create
multiple customized reports in a few easy steps and gain a powerful new tool to
help you make better business decisions. In addition, you’ll get tips
on the easiest way to group your data. Most importantly, when you use the power
of PivotTables in Excel, you’ll be saving time and making your job easier.
WHY SHOULD YOU ATTEND
As an intermediate-level
user of Excel, not only do you want to take your knowledge and skills to the
next level, you want to produce meaningful, impactful and insightful reports in
the shortest time possible. These features of the application will help you to do
just that.
AREAS COVERED
· How to create a
PivotTable in Excel and modify its structure
· Filter and sort the data in a PivotTable
· Change the PivotTable calculations
· Show pivoted data in terms of percentages
· Refresh the PivotTable based on changes in the original database
· Group date fields to view the data over different time periods
· Format an MS Excel PivotTable
· Drill down to the source of data from a PivotTable
· Use Slicers to make filtering a PivotTable simple
· Create a PivotChart to see the data visually
LEARNING OBJECTIVES
The ability to analyze
data is a powerful skill that helps make better decisions. Microsoft Excel is
one of the top tools for data analysis and PivotTables in Excel are arguably
the most popular analytic tool.
The power of Excel PivotTables and their ability to summarize data in flexible
ways enables quick exploration of data and produces valuable insights from the
accumulated data. MS Excel PivotTables are used in many different industries by
millions of users who share the goal of reporting the performance of companies
and organizations.
PivotCharts and Slicers can be used together to visualize data and create easy
to use dashboards.
WHO WILL BENEFIT
This session is aimed at
Excel users who have intermediate-level knowledge and who wish to take their
knowledge and understanding of the application to the next level.
SPEAKER
Years of
Experience: 44+ years
Areas
of Expertise: Microsoft Office
Cathy Horwitz is an independent
consultant specializing in Microsoft Office instruction. She has over 30
years of experience as a Microsoft Office instructor. Cathy is proficient
in all levels of Excel, Word, PowerPoint, Outlook and Access. Cathy holds
a degree in Psychology and a Master in Business Administration degree with an
emphasis in Human Resources.
Cathy worked for Zenith
Data Systems for 17 years. She worked for a Zenith distributor when
personal computers were first introduced. Zenith established a computer
division and began manufacturing and selling personal computers. Cathy
was involved in software training from the very beginning. She has been
training as an independent consultant since 1993.
Cathy’s strengths include
customizing classes based on the needs of individual students and providing
realistic business examples to compliment training. She is a high energy
trainer with a flair for training the adult student.
When not training, Cathy
enjoys gardening and refinishing vintage furniture.
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