Whether you need to build an Excel-based dashboard, perform some serious data analysis, or simply summarize data for a small 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.
WHY SHOULD YOU ATTEND?
If you are tasked with summarizing data for reports and are frustrated with the process, attend this class! You will save time and your sanity when you understand the power of the Pivot Table!
LEARNING OBJECTIVES
- How to begin a Pivot Table
- Work with the Pivot task pane
- Work with fields, adding, moving, deleting
- Summarize the data into totals, averages, or percentages
- Customize the view of the Pivot table
- Add a Slicer to filter the results
- Add a Chart to visualize the results
- Learn the tips and tricks to make sure your Pivots keep their layouts
WHO WILL BENEFIT?
- Accountants
- Accounts
- Audit
- Aviation
- Banking
- CFOs
- Controllers
- CPAs
- Education
- Energy
- FDA
- Finance
- Financial consultants
- Human Resource
- Insurance
- Investments
- IT
- Logistics & Supply Chain
- Marketing
- Medical Devices
- Pharmaceutical
- Retail
- Sales
- Telecom
If you are tasked with summarizing data for reports and are frustrated with the process, attend this class! You will save time and your sanity when you understand the power of the Pivot Table!
- How to begin a Pivot Table
- Work with the Pivot task pane
- Work with fields, adding, moving, deleting
- Summarize the data into totals, averages, or percentages
- Customize the view of the Pivot table
- Add a Slicer to filter the results
- Add a Chart to visualize the results
- Learn the tips and tricks to make sure your Pivots keep their layouts
- Accountants
- Accounts
- Audit
- Aviation
- Banking
- CFOs
- Controllers
- CPAs
- Education
- Energy
- FDA
- Finance
- Financial consultants
- Human Resource
- Insurance
- Investments
- IT
- Logistics & Supply Chain
- Marketing
- Medical Devices
- Pharmaceutical
- Retail
- Sales
- Telecom
Speaker Profile

Andy Lanning, owner, trainer, and Chief Nerd of Computer Software Training, LLC. Andy has 25+ years of experience teaching computer software in the corporate and university environments. She teaches basic to advanced levels in most Microsoft Office programs. She is adjunct faculty at Boise State University, since 1994 to present, where she specializes in computer training for the Center for Professional Development. She also travels to teach at company conferences across the U.S. Andy’s background includes corporate training, private training, and freelance data analysis. She has recorded several online training courses for Udemy.com, GoSkills.com, and in her career has delivered …
Upcoming Webinars

Employee Handbooks: 2025 Critical Issues

Accounting For Non Accountants : Debit, Credits And Financi…


ChatGPT and Project Management: Leveraging AI for Project M…

Retaining Talent in the Age of Employee Shortages

Why EBITDA Doesn't Spell Cash Flow and What Does?

Workplace Compliance in 2025: New Laws, Big Changes, and Wh…

50+ new Excel features so far this decade

2025 EEOC & Employers: Investigating Claims of Harassment …

How to Write Contracts for Procurement Professionals

Succession Planning Simplified: Fast-track Your Future Lead…


Gossip-Free: Leadership Techniques to Quell Office Chatter

Leverage AI & ChatGPT for Talent Acquisition: Best Practice…

Female to Female Hostility @Workplace: All you Need to Know


Leadership: Strategic Planning and Decision Making

4-Hour Virtual Seminar on Transformational Leadership - The…




Managing Toxic Employees: Strategies For Leaders To Effecti…

Copilot and HR: An Introduction for HR Professionals

Negotiating Skills For Professional Results - Winning Strat…

Managing Complex Projects - Project Management


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