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Most Excel users eventually face the big list: employees, customers, products, sales, events or support tickets. The value is in there, such as your most profitable customer type or your most productive support rep, but the list won't reveal it on its own. This 60-minute Excel pivot tables training shows the fast way to get those answers.

You'll start with data layout best practices and PivotTable basics, then build your first PivotTable. From there you'll format and style it, add number formatting and multiple calculations, and filter and focus the data with filters, slicers and timelines.

The session also covers charting with on-the-fly filtering, custom calculated fields and items, and using the Excel Data Model.


  • Explain what a PivotTable is and when to use one
  • Lay out data correctly and create your first PivotTable
  • Format PivotTables and add multiple calculations
  • Filter data with slicers and timelines
  • Create PivotCharts with on-the-fly filtering
  • Build custom calculated fields and items
  • Use the Excel Data Model

  • Data layout best practices
  • What a PivotTable is and why to use one
  • Creating your first PivotTable
  • Formatting, color-coding and styles
  • Number formatting and multiple calculations
  • Filtering with filters, slicers and timelines
  • Charting and on-the-fly filtering
  • Custom calculated fields and items
  • Using the Excel Data Model

Without PivotTables, summarizing data takes many steps that you repeat for every new calculation or group. A PivotTable builds a summary in a few clicks and pivots to a new view in a couple more, and several on one page form a dynamic dashboard.

This session suits executives, managers, business analysts, production supervisors and anyone who needs to analyze their part of the business.


  • Executives
  • Managers
  • Business Analysts
  • Production Supervisors
  • Anybody who needs to analyze their part of the business

Neil Malek runs Knack Training, and Orlando, FL area software and professional development training company. He is a Microsoft Certified Trainer, Adobe Certified Instructor, and CompTIA Certified Technical Trainer with 20 years of working with individuals, small businesses, non-profits, and Fortune 500 companies to identify and close skill gaps. He specializes in customized, hands-on, live workshops.

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