MS Excel: Advanced Pivot Tables for Superior Data Analytics

Why Should You Attend:

Learn to push the boundaries of Pivot Table analytic techniques in this highly informative webinar. The webinar instructor will clearly explain and illustrate over forty advanced pivot table techniques that unlock the keys to rapid, insightful superior data analytics.

For the trained, knowledgeable user, Pivot Tables allow quick exploration and analysis of raw data. This advanced analysis reveals meaningful insight and rends otherwise lost in tens of thousands of rows of data.

Attendees will learn:

• How to create reports that instantly display running totals, percent of totals, month-on-month differences, and much more.
• Advanced Pivot Table sorting, filtering, and calculation techniques.
• How to integrate conditional formatting with Pivot Tables to automatically highlight critical information.
• To rapidly create custom calculations and several techniques to conveniently custom group data in a Pivot Table.
• How to create a single Pivot Table from multiple worksheets or data sources using the Pivot Table Data Model. This is the start of ‘Big Data’ analysis.

Learning Objectives:

• Effective Database Structure
• Dynamic Table Design, Layouts, and Style Options to Optimize Analytics
• Sophisticated Sorting, Filtering, and Grouping Techniques for Analytics
• Combine Slicers and Filters for Instant, Complex Analytics
• Calculated Fields and Values for Flexible, Customized Analytics
• Pivot Charts, Slicers, and Timelines Used With Other Filtering Tools
• Introduction to Interactive Dashboards
• Introduction to ‘Big Data’ – Using the Pivot Table Data Model to Create a Pivot Table from Several Worksheets or External Data Sources

Areas Covered in the Webinar:

• Structuring Your Source Data
• Rapidly Inserting Your First PivotTable
• Navigating the Field List
• Manipulating PivotTable Views
• PivotTable Options Using Analyze and Design
• Quickly Moving or Copying Pivot Tables
• Automatically Managing Dynamic, Growing Source Data
• Refreshing and Updating Data (Critical)
• Number Formatting Including Custom Number Formats
• Rapidly and Automatically Formatting Empty Cells To Avoid Problems
Read more
• Table Layouts and Styles Including the Advantage of Tabular Designs
• Customizing Headers and Labels – and How This Impacts Your Charts
• Integrating Conditional Formatting Into Your Pivot Tables
• Creating Data Bars with Invisible Text – 3 Methods
• Sorting, Filtering and Grouping Options
• Label Filters and Manual Selections
• Using Label Filters with Wildcards
• Incorporating Multiple Value Filters
• Grouping Data Including a Super-Flexible Method
• Automatic Date/Time Grouping – From Seconds to Decades
• Using Slicers and Timelines to Filter Simultaneously in Many Tables and Charts
• Creating Separate Worksheets from Report Filters
• Calculate Values, Fields and Items in a Variety of Useful Formats
• Summarize Values Using a Variety of Built-In Options
• Show Values As: % of Column and/or Row
• Show Values As: % of Parent
• Show Values As: Difference From
• Show Values As: Running Total – Numbers and Percent
• Show Values As: Rank
• Inserting Calculated Fields for Flexibility
• Avoiding Subtle Problems – Calculated Fields vs. Raw Data Computations
• Introductions to PivotCharts: Column, Line, Pie, Donut, More
• Inserting Values and Percent Into Charts for Visual Analytics
• Trendlines for Rapid Visual Analytics, Regression Analysis and Forecasts
• Prevent Annoying Chart Resizing with Cell Changes
• Instantly Changing Rows and Columns and Chart Types
• Pivot Chart Layouts, Styles and Advanced Formatting
• Connecting Slicers and Timelines to Multiple Charts
• Introduction to Building a Dynamic Dashboard; Simultaneously Sizing Charts
• Introduction to ‘Big-Data’ Analytics with the Pivot Table Data Model

Who Will Benefit:

• Financial professionals including: CPAs, CFOs, controllers, auditors, accounting staff, budgeting officers, budgeting staff, and financial analysts
• Management, sales, HR and administrative professionals, who use Excel regularly and analyze or prepare reports
• IT professionals who need a clear view of Excel Pivot Table capabilities (SQL)
• Engineers, statisticians and others who work with Quantitative Methodologies (QM)

Joe Weil
CEO, NCCE

Joe Weil, CPA, M. Acc., is the president of the National Center for Continuing Education (NCCE), a Tallahassee based nationwide financial training firm. With over 25 years’ experience, Mr. Weil has led over 400 seminars on Excel and financial topics and several highly acclaimed webinars on the same topics. He is a former corporate controller, former state agency director of auditing, and a former municipal CFO.

Mr. Weil earned his Master of Accounting Degree at Florida State University. His training clientele include Harley-Davidson, Hewlett-Packard, Oracle, Deloitte, Florida Power and Light, Motorola, National Institute of Science and Technology, and many others.

Topic Background:

The richly detailed handouts, with numbered steps, serve as a valuable reference tool you’ll utilize far into the future. In today's increasingly data-driven world, analytics skills are in short supply and incredibly high demand. Those with the ability to transform data into profit-driven insight are heavily recruited.

Whether you're looking for a quick primer, trying to diversify your Excel skill set, or want to step up your analytics game in a major way, this practical, 90-minute, nuts-‘n-bolts, on-the-job training will advance both your Pivot Tables and analytics skills. Advance Pivot Tables Techniques contains ‘must-know’ knowledge for any professional who needs to transform data into important, understandable business information.

Follow us :