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Excel: Building a Reporting Tool With Pivot Tables Part 1

EXCEL: BUILDING A REPORTING TOOL WITH PIVOT TABLES PART 1

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Excel
Course Description

Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) armoury. 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.

Learning Objectives:


  • Use Pivot Tables to turn raw data into meaningful and insightful reports

  • Structure your raw data in the right way

  • Design and format your Pivot Table reports so that they are easy to read and understand

  • Summarise your data in different ways including totals, counts and percentages

  • Use Pivot Tables to create monthly summary reports

  • Convert a Pivot Table into a chart


Why you should attend:

From global enterprises to early-stage startups and small businesses, people everywhere use Pivot Tables to see and understand their data. Learning how to create Pivot Tables is one of the must have skills for anyone who needs to use Excel to quickly build reports and summaries. This training will provide you with a solid foundation that you can use to build your own pivot tables and reports.

Topics covered:


  • Use cases: Why and when you should use a Pivot Table

  • Your raw data - do’s and don’ts

  • Create a simple Pivot Table with a few mouse clicks

  • Different ways to summarize your data - total, count and percent

  • Apply formatting to a Pivot Table to make it easy to read and understand

  • Display Pivot Table data in alphabetical or numerical order

  • Represent the Pivot Table data as a chart/graph

  • How to update a Pivot Table when the source data changes

Linkedin
Theexceltrainer

Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies including Microsoft Office and Apple Mac.
 
In 2012 Mike founded theexceltrainer.co.uk where he has produced nearly 200 written and video-based Excel tutorials.
 
He has recorded several Excel training courses for pluralsight.com and in his career delivered hundreds of courses and webinars on a wide variety of technology-related topics.
 
Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors.
 
In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.
 

Additional Materials
Pivot Table Basics
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Theexceltrainer
Mike Thomas has worked in the IT training business since 1989. He is a subject matter expert in a range of technologies including Microsoft Office and Apple Mac.
 
In 2012 Mike founded theexceltrainer.co.uk where he has produced nearly 200 written and video-based Excel tutorials.
 
He has recorded several Excel training courses for pluralsight.com and in his career delivered hundreds of courses and webinars on a wide variety of technology-related topics.
 
Mike is a Fellow of The Learning and Performance Institute and has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors.
 
In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.