A very common situation in Excel is the Big List. You might have a huge list of employees, customers, products, sales, events, locations, technical support tickets – it doesn’t really matter what the list is of, what matters is that there is value in that list. You might want to know what your most profitable kind of customer is, or which technical support rep is being most productive, or which product is driving the most interest, but the Big List isn’t giving you that information automatically. Building a Pivot Table is a fast, easy way of analyzing your data and giving you useful insights. If you want to know how to help your business, creating a summary and a chart with Pivot Tables should be your first move.
WHY SHOULD YOU ATTEND?
Without Pivot Tables, creating summaries of Excel data is a multi-step process that you must repeat for new calculations or groups within the data. If you need to adjust the calculation, it can be very complex. Pivot Tables create summaries and calculations with just 4-5 clicks. ‘Pivoting’ to a new set of data, a new calculation, or a specific group within your data usually takes 2-3 clicks. Combining multiple Pivot Tables onto the same page can create a dynamic dashboard for looking at several parts of the business simultaneously – and takes very little effort. If you’re unsure about using Pivot Tables for your business, you must attend this training to understand how powerful and simple it is to summarize and visualize incredibly valuable insights in your business.
AREA COVERED
- Data layout best practices
- Pivot Table essentials
- Creating your first Pivot Table
- Formatting and presentation
- Creating multiple calculations
- Filtering and focusing on data
LEARNING OBJECTIVES
- What is a Pivot Table, and why should I create one?
- Creating your First Pivot Table
- Number formatting and calculations
- Color-coding and styles
- Filters, slicers, and timelines
- Charting and on-the-fly filtering
- Custom calculated fields and items
- Leveraging the Excel Data Model
WHO WILL BENEFIT?
- Executives
- Managers
- Business Analysts
- Production Supervisors
- Anybody who needs to analyze their part of the business
Without Pivot Tables, creating summaries of Excel data is a multi-step process that you must repeat for new calculations or groups within the data. If you need to adjust the calculation, it can be very complex. Pivot Tables create summaries and calculations with just 4-5 clicks. ‘Pivoting’ to a new set of data, a new calculation, or a specific group within your data usually takes 2-3 clicks. Combining multiple Pivot Tables onto the same page can create a dynamic dashboard for looking at several parts of the business simultaneously – and takes very little effort. If you’re unsure about using Pivot Tables for your business, you must attend this training to understand how powerful and simple it is to summarize and visualize incredibly valuable insights in your business.
- Data layout best practices
- Pivot Table essentials
- Creating your first Pivot Table
- Formatting and presentation
- Creating multiple calculations
- Filtering and focusing on data
- What is a Pivot Table, and why should I create one?
- Creating your First Pivot Table
- Number formatting and calculations
- Color-coding and styles
- Filters, slicers, and timelines
- Charting and on-the-fly filtering
- Custom calculated fields and items
- Leveraging the Excel Data Model
- Executives
- Managers
- Business Analysts
- Production Supervisors
- Anybody who needs to analyze their part of the business
Speaker Profile

Neil Malek runs Knack Training, and Orlando, FL area software and professional development training company. He is a Microsoft Certified Trainer, Adobe Certified Instructor, and CompTIA Certified Technical Trainer with 20 years of working with individuals, small businesses, non-profits, and Fortune 500 companies to identify and close skill gaps. He specializes in customized, hands-on, live workshops.
Upcoming Webinars

Strategies For Job Seekers: Best Practices For A Strategic …

Dealing With Difficult People: At Work & In Life

I-9 Audits: Strengthening Your Immigration Compliance Strat…

Maximizing Productivity with ChatGPT: AI Solutions for HR, …


The Perfect Storm Coming to Healthcare: Value Based Care Me…

Excel - Reporting Simplified - Learn Pivot Tables from Scra…


Turning Workplace Conflict into Positive Connection

Retention Starts Here: Stop Losing Your Critical Talent and…

Project Management for Non-Project Managers - How to commun…

The Business Case for LGBTQIA+ Inclusion in the Workplace: …


AI and Human Resources: The Great Opportunity!

Conquer Toxic People - Learn To Protect Yourself And Get Yo…


AI-Powered Change Leadership Operationalizing AI: Practical…

Cyber Security Incident Response Team Training Program

Excel Power Skills: Master Functions, Formulas, and Macros …

Transforming Anger And Conflict Into Collaborative Problem …



The Courage to Speak: Overcoming Fear and Owning the Room

6-Hour Virtual Seminar on Learning the Highlights of Excel …

Finance & Accounting 101 Simplified


6-Hour Virtual Boot Camp on Microsoft Power BI

Developing an Agile Workforce with Emotional Intelligence (…

Compliance Under Fire: Navigating I9 Immigration Raids & …

FDA Regulation of Artificial Intelligence/ Machine Learning

Empowering Conflict Resolution: Letting Go to Gain Control

Human Error Reduction Techniques for Floor Supervisors

How to Give Corrective Feedback: The C.A.R.E. Model - Elimi…


Secrets Of Psychology - Why People Do The Things They Do

How To Conduct An Internal Harassment And Bullying Investig…

Leadership: Strategic Planning and Decision Making

Marketing to Medicare or Medicaid Beneficiaries - What You …

Polish your Presence on Linkedin - The Powerful Profile

Utilizing A Proven Process When Conducting Sensitive, Inter…

Bootcamp for New Managers and Supervisors: Develop These Es…

Leveraging Artificial Intelligence in HR