Live Webinar

60-minute live streaming program
  • October 11
  • 1:00 - 2:00 pm EST

Also available as:

OnDemand Course

Excel - Pivot Tables - The Key To Modern Data Analysis and Reporting

October 11

Learn how to utilize Pivot Tables to manage and analyze the data and go beyond mere sorting and filtering.

Whether you need to build an Excel-based dashboard, perform some serious data analysis, or simply summarize data for a personal project, Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) toolkit. With just a few clicks of the mouse (and no complicated formulas) you can quickly and easily build the reports, dashboards, and charts that help you to summarize, analyze, interpret, and understand your data which in turn helps you to spot trends and get answers to the important questions on which you base your key business decisions. Pivot Tables have a reputation for being complicated and scary, but by attending this training, you’ll be pleasantly surprised at how easy it is to use and create them.

Learning Objectives

  • You will be able to explain how to use Pivot Tables to turn raw data into meaningful and insightful reports and summaries.
  • You will be able to review how to design and format your Pivot Table reports so that they are easy to read and understand.
  • You will be able to describe how to summarize your data in different ways including totals, counts and percentages.
  • You will be able to convert a Pivot Table into a chart.

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Why Lorman?

Over 35 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

Use Cases: Why and When You Should Use a Pivot Table

Your Raw Data – What to Do and Not Do

Create a Simple Pivot Table With a Few Mouse Clicks

Different Ways to Summarize Your Data - Total, Count and Percent

Produce Time-Based Reports (Quarterly, Monthly Etc.)

Apply Formatting to a Pivot Table to Make It Easy to Read and Understand

Display Pivot Table Data in Alphabetical or Numerical Order

Represent the Pivot Table Data as a Chart/Graph

How to Update a Pivot Table When the Source Data Changes

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Why Lorman?

Over 35 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

Live Webinar Registration

  • AIPB 1.0
     
  • This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • IAAP 1.0
     
  • All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
     
  • CPE 1.2 including Computer Software & Applications 1.2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 1.2 hours. Prerequisite: basic knowledge of business financials. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

OnDemand Course

This course was last revised on September 5, 2019.

Call 1-866-352-9540 for further credit information.

  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • IAAP 1.5
     
  • All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.5.
     

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

Who should attend?

This live webinar is designed for business owners and managers, supervisors, associates, administrative professionals, analysts, bookkeepers, and accountants.

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Why Lorman?

Over 35 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

Mike Thomas

Mike Thomas

theexceltrainer.co.uk

  • UK-based IT trainer with a career spanning 30+ years
  • Delivered thousands of courses and produced hundreds of written and video-based tutorials
  • Subject matter expert in a range of technologies with a primary focus and passion for Microsoft Office (especially Excel) on both the Windows and Mac platforms and Power BI
  • A fellow of The Learning and Performance Institute and has worked with and for many global and UK-based companies and organizations across a diverse range of industries, including healthcare, pharmaceutical, and public sector
  • Designs and develops Microsoft Office®-based solutions that automate key business tasks and processes
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Why Lorman?

Over 35 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: 410199
Published 2019, 2022
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