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Pivot Tables
- Introduction to Pivot Tables
- Creating Pivot Tables
- Organizing Data
- Summarizing Data
- Grouping and Filtering
- Custom Calculations
- Formatting and Design
- Pivot Table Tips and Best Practices
Overview of the webinar
A pivot table in Excel is a powerful data summarization tool used to analyze, explore, and present large datasets in a flexible and interactive manner. It allows users to transform raw data into meaningful insights by organizing and aggregating data from a detailed dataset without altering the original data. Pivot tables can summarize data, calculate totals, averages, counts, and other statistics, making them an essential tool for data analysis.
Creating a pivot table involves selecting a data range and choosing how to arrange and summarize the data. Users can drag and drop fields into designated areas such as rows, columns, values, and filters. This drag-and-drop functionality enables the quick restructuring of data, allowing for dynamic exploration of different data perspectives. For instance, one can easily switch from viewing sales data by region to viewing it by product category or time period.
Pivot tables also offer advanced features like grouping, which can combine data into larger categories, and filtering, which can focus the analysis on specific data subsets. This helps in identifying trends, patterns, and outliers within the data. Additionally, calculated fields and items can be added to perform custom calculations based on the data within the pivot table.
Another significant advantage of pivot tables is their ability to handle large datasets efficiently. They can process thousands of rows of data, providing summarized results in seconds, which is particularly useful for business reporting and decision-making.
Overall, pivot tables enhance data analysis by making it faster and more intuitive to organize, summarize, and present data. They are an indispensable tool for anyone working with large amounts of data, helping to make complex datasets more accessible and understandable.
Who should attend?
Anyone who uses Excel needs to be able to make their work more efficient. So, this course is for
- All Excel Users
Why should you attend?
Learning about Excel's pivot tables is essential for anyone looking to efficiently summarize, analyze, and present large datasets. Pivot tables provide a powerful way to automatically organize and compute data, enabling users to extract meaningful insights with minimal effort. By learning pivot tables, users can quickly generate reports that highlight key metrics, trends, and patterns without the need for complex formulas.
Pivot tables offer flexibility in data analysis, allowing for dynamic adjustments such as filtering, sorting, and grouping data on the fly. This adaptability is invaluable for exploring different perspectives and scenarios within the data. Additionally, pivot tables can handle large volumes of data, making them indispensable for professionals in fields like finance, marketing, and operations.
Mastering pivot tables enhances productivity by streamlining data analysis tasks and improving the accuracy and clarity of reports. This skill empowers users to make informed decisions based on comprehensive and well-organized data, making it a crucial tool in any data-driven environment.
Faculty - Mr.Bob Umlas
Bob Umlas worked for a major tax and accounting firm, using Microsoft Excel® 8 hours a day, writing custom applications for staff and clients from 1998 to 2018.
He has been using Excel since 1986 - version 0.99 (on the Macintosh)! He was a contributing editor to Inside Microsoft Excel for many years, a magazine devoted exclusively to Microsoft Excel and published by The Cobb Group and later Ziff-Davis. At the time, most issues contain either an article by Mr. Umlas on using VBA (Visual Basic for Applications) or some tip or technique from him on using Excel. He has had more than 300 articles published on subjects ranging from beginner to advanced macros, and on tips, shortcuts, and general techniques using virtually all aspects of Excel.
Mr. Umlas was voted an “MVP” (Most Valuable Professional) by Microsoft each year from 1994-2018 (25 years!) for his contributions to the various online Forums about Excel and is known world-wide for his contributions in Excel. As an MVP, he met yearly with his fellow-MVPs at Microsoft’s headquarters in Redmond, where he had access to the product developers. He has been a beta tester for new versions of Excel since version 1.5, and was asked by Microsoft for his input for newer versions of Excel. In 1995 he led a session called "Maximizing Excel Development Using Array Formulas" at Microsoft's Tech Ed Conference in New Orleans, and he led a session called Tips and Tricks at a Microsoft convention in New York City. He has hosted London’s Global Excel Summit each year since 2021, and in person in 2024, as well as led a session on tips and tricks. He also led a session on tips and tricks at the Las Vegas’ Financial Modeling World Championship in December, 2023. He has led online sessions all over the world including Africa, India, England, Canada and of course, the USA.