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
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
Handbook Overhaul 2026: Compliance, OBBB Act & Beyond
Fostering a Culture of Respect: Eliminating Gossip, Rumour…
Excel Spreadsheets; Develop and Validate for 21 CFR Part 11…
Paying and Receiving Payments for Referrals: You Can Go to …
Tattoos, hijabs, piercings, and pink hair: The challenges …
Ten Red Flags that Signal Financial Distress in Business Cu…
Excel + AI: The Smart User's Guide to Faster, Easier Work w…
The Age-Inclusive Workplace: How to Lead and Work Across Ge…
The Importance of the first 5 seconds when presenting
The New W4 - How to Assist Employees with Proper Completion…
Transforming Anger And Conflict Into Collaborative Problem …
4-Hour Virtual Seminar on Management Skills For New Managers
Microsoft Excel PivotTables: Basics of Data Analysis for Bu…
Supervisor Excellence: Skills to Lead High-Performing Teams
Tools for New Managers: Connecting with Employees to Optimi…
Fatal Errors Employers Make When Updating Employee Handbook…
The Manager’s Playbook for Leading After Layoffs: Quickly R…
Conquer Toxic People - Learn To Protect Yourself And Get Yo…
Elevate Your Workplace Wellness: 10 Critical Wellness Facto…
Thriving in a Hybrid Workplace: Keys to Leadership and Team…
Excel - Lists and Tables - A Beginner's Guide to Managing L…
Launch Your Career: The Ultimate Guide for Emerging Profess…
Mastering Performance Management: Strategies for Continuous…
Pivot tables beginner to advanced + 20 advanced Pivot table…
Gossip-Free: Leadership Techniques to Quell Office Chatter
Strategic ways to build your professional brand
Rewiring Your Emotional Triggers: Leading with Clarity and …
AI Fundamentals for All Leaders and Managers: How to Work S…
The $1M Mistake: EEOC Discrimination Claims Employers Make …
ChatGPT Jumpstart From intro to Download to Personal Assist…
Using Claude in Excel for Productivity, Automation & Data A…
2-Hour Virtual Seminar on the 6 Most Common Problems in FDA…
Do's and Don'ts of Documenting Employee Behaviour, Performa…
Why EBITDA Doesn't Spell Cash Flow and What Does?
HIPAA Compliance in 2026 — Practical Strategies for Breach …
FDA Regulation of Artificial Intelligence/ Machine Learning
How to Write Procedures to Avoid Human Errors
Secrets Of Psychology - Why People Do The Things They Do
AI in B2B Marketing: What Your Compliance Team Needs to Know