Complete Guide to Analyze Data with Excel PivotTables

Overview

Unlock the full potential of Microsoft Excel PivotTables with this comprehensive course. This training is designed to equip participants with the skills to effectively analyze and summarize data, transforming raw numbers into actionable insights. Whether you’re a seasoned professional or new to data analysis, this course provides an in-depth understanding of PivotTables and their capabilities, helping you uncover patterns, compare data, and make informed decisions.

The program includes a step-by-step approach to creating and customizing PivotTables, focusing on how to use them to analyze data efficiently. Participants will learn how to group and filter data, identify trends, and apply advanced features to solve real-world business challenges.

Beyond technical knowledge, this course introduces data visualization through PivotCharts, teaching participants how to present their analysis effectively to stakeholders. By the end of the course, you’ll not only master PivotTable fundamentals but also gain advanced techniques to streamline data analysis and support strategic decision-making in any context.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this course include:

• Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.
• Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis.
• Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.
• Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities.
• Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.

Prerequisites

Intermediate knowledge of Excel.

Designed For

Anyone who wants to analyze data in Excel or Power Pivot, whether you have large datasets or just want to improve your reporting skills.

Objectives

After attending this presentation, you will be able to...

• Apply advanced PivotTable techniques to analyze complex datasets.
• Determine the most effective way to structure data for analysis.
• Choose appropriate PivotTable functions for specific business needs.
• Analyze trends and patterns within large datasets using PivotTables.
• Compare different data segments to draw actionable insights.

Preparation

Download the handout and practice material prior to course.

Notice

Email w/link to webinar & materials will come from webinars@cpacrossings.com. If you do not receive email, check junk folder then contact CPA Crossings @ 877-370-2220 ext 1/webinars@cpacrossings.com