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Microsoft Excel Pivot Tables are one of the most powerful and easy-to-use features in Excel, but most people are intimidated by them. These tables allow users to take a large set of data – rows of data about things like customers, products, sales, locations, employees, anything at all – and build reports to make real business decisions. But how exactly do you make a powerful Pivot Table?
In this session, we’ll review everything from the fundamentals of using Pivot Tables to techniques that allow them to be used for dashboards and other visualizations. Neil will help you analyze and visualize essentially any kind of data in Microsoft Excel. He will share how Pivot Tables can immediately give you an insight into any part of your business. With just a couple of clicks, you can build a report and charts around your employees, your sales, your tasks – anything that’s relevant to you.
Unlike many webinars, Neil’s sessions are 100% hands-on real-world examples of the skills he’s presenting. After this session, you’ll have a screenshot-laden step-by-step guide to performing the techniques we cover. You’ll be able to apply these skills directly to your work with almost no adjustment, and with a very short learning curve.
• Data Layout Best Practices
• Formatting Data as a Table
• How to create Pivot Table in Excel
• Calculating sums, averages, counts, and more
• Filtering by date, region, or other relevant factors
• Creating charts to illustrate your insights
• Drill into your data for detailed analysis
• Format and create a presentation
• Linking multiple tables through relationships
In business, the data we base our decisions on is kept in databases and spreadsheets in list form. The list by itself is essential, but useless without summaries, reports, and visualizations. A Pivot Table is an incredibly dynamic and easy-to-use tool for this kind of reporting and data visualization. It is a must-use tool in Excel for any job role.
• Business owners
• Business analysts
• Financial professionals
• Support representatives
• Information workers of all kinds
Years of Experience: 20+ years
Areas of Expertise: Microsoft Products
Neil Malek is principal at Knack Training, a software training company specializing in Microsoft products. For nearly two decades, Neil has been working with non-profits, governments, and Fortune 500 companies to identify and address skills gaps.
Neil is a Microsoft Certified Trainer, Adobe Certified Instructor, and CompTIA Certified Technical Trainer from Orlando, FL. His career, spanning from the Center from Instructional Technology and Training at the University of Florida to his current business, has led him to train on products from Microsoft Office, SharePoint, Teams, and OneDrive to Adobe Acrobat and Creative Cloud, to the Google Suite for Business, and includes professional development topics like presentation design and delivery.
Neil’s work currently focuses on using Office power tools to analyse information, present it effectively, and automate business processes that would otherwise rob us of time, energy, and enthusiasm.View all trainings by this speaker