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Pivot Tables - What you Really Need to Know
- Importance of clean data – what it is and how to get it.
- Help! I have never done a pivot table - let Excel help you
- Guidelines on what goes where in the pivot table structure.
- Adding a chart.
- Adding Slicers and Timelines to get more out of your data.
- Quickly change how your data is calculated e.g. change from Sum to Count to Average.
- Use pivot table features to show your data in percentage format.
Overview of the webinar
In this session you will learn how to summarize and present your data in different ways using Excel’s premier analysis tool: pivot tables. Does your boss need to know the values of sales of X in a specific month? Need to know what percentage of the overall are the sales of a particular product? A pivot table can quickly answer these questions.
You will learn the importance of clean data – what it looks like and how to get it.
If you have never done a pivot table before, let Excel help and guide you
Learn the Dos and Don’ts of pivot table construction.
You will see how you can easily change what data you want to present by changing your pivot table structure. Learn how to flex and demonstrate your data in different ways using Slicers and Timelines. Learn how to set up your data so that you can easily update your pivot tables as you add new data.
Learn how you can use the pivot table structure to quickly show your data analyzed by percentages or track changes from one period to the next.
Use your pivot table to get total and averages of your data.
Who should attend?
- Business Owners
- CEO's / CFO's / CTO's
- Managers of all levels
- Anybody with large amounts of data
- Accountants
- CPAs
- Controllers
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Marketers
- Admins
- Secretaries
- Anybody who uses Microsoft Access/Excel on a regular basis, and wants to be more efficient and productive
Why should you attend?
We are living in a world that has more data than ever but unless it is summarized and presented in a meaningful way, it is useless. Pivot tables are the primary tool in Excel to summarize large data sets. If you are confused about how to create one (or even where to start) and how and when you would use them, this session is for you.
You will learn the importance of having clean data and then learn how to enhance it with Slicers (easily filter your data to show specific categories) and Timelines (to drill down into specific time periods).
Faculty - Ms.Anne Walsh
Making Excel & Power BI Training Effective & Enjoyable | Amazon Best-Selling Author | 25+ Years of Referral-Driven Success. Puts the “fun in functions” and has been known to use puns.
Best selling Amazon author of Hate Excel? Learn to love the software that can transform your confidence and career.