Microsoft Excel’s PivotTables and PivotCharts are powerful, easy-to-use tools for transforming raw data into meaningful business insights. In this 90-minute webinar, attendees will learn how to properly set up source data, build insightful PivotTables and PivotCharts, and organize and format the results for clear, impactful data storytelling. Attendees will also learn how to create interactive dashboards using slicers, that allow users to dynamically and independently explore multiple scenarios for faster decision-making. This course is designed for business professionals who want to quickly move from data to understanding.
WHY SHOULD YOU ATTEND?
Attendees will learn how to quickly transform large datasets into meaningful insights using Excel PivotTables. This webinar will teach participants how to eliminate guesswork by using proven techniques for organizing, analysing, and visualizing data, thus enabling professionals to make faster, more informed decisions without having to learn advanced formulas and functions.
AREA COVERED
- Introduction to data analytics in Excel
- Understanding PivotTables and their business value
- Structuring and preparing source data correctly
- Creating and modifying PivotTables
- Aggregating data using key metrics like sum, average, and count
- Formatting data for readability and reporting
- Drill-down and drill-up techniques for deeper analysis
- Managing and organizing PivotTables (move, copy, refresh)
- Creating and customizing PivotCharts
- Using slicers to build interactive dashboards
LEARNING OBJECTIVES
After attending this webinar, participants will be able to
- Explain how PivotTable and PivotCharts support data-driven decision making
- Create PivotTables that summarize large datasets using key statistical metrics (sum, average, count, etc)
- Group and segment data to identify patterns and trends
- Format and present results for professional and data storytelling
- Create PivotCharts to gain insights and visualize trends and outliers
- Examine results and validate insights through drill-down analysis
- Build interactive dashboards using slicers for dynamic reporting
WHO WILL BENEFIT?
- Data Analysts and Business Analysts
- Finance professionals (CFOs, Accountants, Financial Analysts)
- Small business owners and entrepreneurs
- Operations and sales professionals working with data
- Anyone responsible for reporting, or performance tracking
- Professionals who need to summarize, analyze, or present large datasets efficiently
Attendees will learn how to quickly transform large datasets into meaningful insights using Excel PivotTables. This webinar will teach participants how to eliminate guesswork by using proven techniques for organizing, analysing, and visualizing data, thus enabling professionals to make faster, more informed decisions without having to learn advanced formulas and functions.
- Introduction to data analytics in Excel
- Understanding PivotTables and their business value
- Structuring and preparing source data correctly
- Creating and modifying PivotTables
- Aggregating data using key metrics like sum, average, and count
- Formatting data for readability and reporting
- Drill-down and drill-up techniques for deeper analysis
- Managing and organizing PivotTables (move, copy, refresh)
- Creating and customizing PivotCharts
- Using slicers to build interactive dashboards
After attending this webinar, participants will be able to
- Explain how PivotTable and PivotCharts support data-driven decision making
- Create PivotTables that summarize large datasets using key statistical metrics (sum, average, count, etc)
- Group and segment data to identify patterns and trends
- Format and present results for professional and data storytelling
- Create PivotCharts to gain insights and visualize trends and outliers
- Examine results and validate insights through drill-down analysis
- Build interactive dashboards using slicers for dynamic reporting
- Data Analysts and Business Analysts
- Finance professionals (CFOs, Accountants, Financial Analysts)
- Small business owners and entrepreneurs
- Operations and sales professionals working with data
- Anyone responsible for reporting, or performance tracking
- Professionals who need to summarize, analyze, or present large datasets efficiently
Speaker Profile
Tom Chandler
Tom Chandler started teaching Excel and other Microsoft Office (now Microsoft 365) applications in Silicon Valley in 1996. In 2010 he started a computer training and consulting company named TechMentors. He has had the pleasure of teaching and consulting with many small and large companies including Stanford Medical Center, Visa, Seagate, and the City of San Jose.Tom received his Bachelors of Science in Finance and Accounting from Brigham Young University. He also received a MBA with a concentration on Computer/Information Technology Administration and Management from Western Governors University.Tom and his wife, Madeline, are very family oriented. They have …
Upcoming Webinars
How to Write Procedures to Avoid Human Errors
Recruiting Top Talent in a Digital Era
Copilot and HR: An Introduction for HR Professionals
The Importance of the first 5 seconds when presenting
Microsoft Excel - Data Validation Techniques
Using Claude in Excel for Productivity, Automation & Data A…
AI for Excel Professionals: Enhancing Productivity with Cha…
2026 Form I-9 Changes & New ICE Penalties: What Every Emplo…
Leadership: Strategic Planning and Decision Making
Human Factors Usability Studies Following ISO 62366 and FDA…
FDA Compliance for Regulated Systems using COTS, Cloud, and…
Implementing an Effective Succession Plan to Identify, Deve…
Boost Financial Analysis with Claude in Excel
ChatGPT for HR - Build HR Policy Framework and Strategy
I-9 Enforcement & Compliance: A 5-Step Plan for Employers t…
The Anti-Kickback Statute: Enforcement and Recent Updates
Unlock Employee Loyalty: Stay Interviews Will Keep Them Eng…
Wage & Hour Laws: Ensuring Compliance with the Fair Labor S…
Expense Reimbursements 2026 - Proper Recordkeeping and Acco…
Emotional Intelligence: Mastering the Emotions of Great Lea…
Construction Lending And Real Credit Administration: Evalua…
Dealing With Difficult People: At Work & In Life
Claude AI For CPAs & Finance Professionals: Best Practices …
Secrets Of The Staffing Fix - Solving The Employee Training…
Mastering the Prompt: How Every Professional Can Use AI to …
Setting SMART Goals & Leveraging Storytelling for Reporting
Eliminate Harmful And Unproductive Drama In The Workplace
Using Copilot to Format Legal Documents in Microsoft Word
Discover how Emotional Intelligence turns AI from a technic…
Excel Spreadsheets; Develop and Validate for 21 CFR Part 11…
Major cGMP Issues: FDA Concerns in 2026