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Audio & Reference Manual

Excel® PivotTables for Bankers

Learn certain complexities of PivotTables that can be used within your financial institute.In this topic, you will learn how to take all of your raw data and quickly turn that data into easy to use flexible summary reports using PivotTables and Charts. We will start with the basics and build up to more complex pivot tables. Many people struggle with how to create PivotTables, or maybe they don't even know what they can do, or maybe they think they are too difficult. I'm going to show you what they are, how to use them, and that they are not difficult and they can give you tremendous results. We will then make PivotCharts, to graphically show the data. Then, we will add sorts, filters, slicers, and timelines to create a very easy-to-use, but very powerful dashboard that can give you instant results, and allow you to slice and dice your data any which way. You and your staff will be instantly more productive in Excel®. These techniques will work cross-industry, with any type of data. You will find it to be clear and concise and right to the point, and you will be able to apply these techniques to your own data immediately.
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Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Creating and Managing Pivot Tables

Changing the Calculation Type

Adding Additional Calculations

Creating Custom Calculations

Multilayer Reports

Creating Daily, Monthly, Quarterly and Yearly Summaries

Adding a Pivot Chart

Adding Slicers

Adding Timelines

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Tom Fragale

Tom Fragale

DBA The PC Guy Consulting, INC

  • Microsoft® certified trainer, Microsoft®certified office expert
  • Computer professional with more than 30 years of professional experience
  • Has trained more than 30,000 business people in online webinars, public seminars, and onsite training
  • Clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc
  • Started career as a database application programmer and has served as a consultant and project manager on many successful projects
  • Areas of expertise include: Access®, Excel®, Word™, PowerPoint®, Outlook®, Crystal Reports, SQL Server, Visio®, QuickBooks®, and SharePoint®
  • Passionate about training people and helping people get the most out of their computers, and is a published author having written a book on Microsoft® Access®
  • B.A. degree in computer science, LaSalle University
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Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 404254
Published 2018
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