Skip to main content

Complete Guide to Analyze Data with Excel PivotTables WEBINAR

-

Add to Calendar

Your Desk

Member Price $149.00

Non-Member Price $199.00

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.

Highlights

Introduction to PivotTables. Creating and customizing PivotTables. Focus on using PivotTables to analyze data. Advanced PivotTable features. Data visualization with PivotCharts.

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

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

None.

Notice

None.

Leader(s):

Leader Bios

Bryan Smith, CPA Crossings LLC

Bryan L. Smith, CPA, CITP, CISA is the co-founder of CPA Crossings in Rochester, MI. He is a CPA with a strong background in information technology and serves as a virtual CIO to CPA firms and professional organizations. He specializes in the planning and deployment of effective technology solutions. Bryan and John Higgins recently authored Ten Steps to a Digital Practice in the Cloud, which has been published by the AICPA. Bryan helps firm leaders understand the opportunities associated with deploying information technology to improve productivity, enhance client services, and increase profitability. He uses his extensive knowledge and experience to help CPAs bridge the gap between business and technology. He is a past chair of the Michigan Association of CPAs Information Technology Committee and the Leadership Committee.

Return to Top

Non-Member Price $199.00

Member Price $149.00