Microsoft Excel PivotTables

Microsoft Excel PivotTables and PivotCharts turn raw data into clear business insight without advanced formulas. This 90-minute Excel PivotTables training starts with setting up your source data correctly, then shows how to build PivotTables and PivotCharts that summarize large datasets.

You'll learn to aggregate data with metrics such as sum, average and count, group and segment it to find patterns, format the results for readable reports and data storytelling, and drill down or up for deeper analysis.

The session finishes with interactive dashboards built with slicers, so users can explore several scenarios on their own and reach decisions faster. It is aimed at business professionals who want to get from data to understanding quickly.

• Explain how PivotTables and PivotCharts support data-driven decisions
• Create PivotTables that summarize large datasets with sum, average, count and other metrics
• Group and segment data to identify patterns and trends
• Format and present results for professional reporting and data storytelling
• Create PivotCharts to visualize trends and outliers
• Validate insights through drill-down analysis
• Build interactive dashboards with slicers

• Introduction to data analytics in Excel
• What PivotTables are and their business value
• Structuring and preparing source data correctly
• Creating and modifying PivotTables
• Aggregating data with metrics such as sum, average and count
• Formatting data for readability and reporting
• Drill-down and drill-up techniques
• Managing PivotTables: move, copy and refresh
• Creating and customizing PivotCharts
• Using slicers to build interactive dashboards

Large datasets are hard to make sense of, and guesswork leads to slow or poor decisions. This webinar teaches proven techniques for organizing, analyzing and visualizing data with PivotTables, so you can make faster, better-informed decisions without learning advanced formulas and functions.

It suits data and business analysts, finance professionals, small business owners, operations and sales staff, and anyone responsible for reporting or performance tracking.

• Data Analysts and Business Analysts 
• Finance professionals (CFOs, Accountants, Financial Analysts) 
• Small business owners and entrepreneurs 
• Operations and sales professionals working with data 
• Anyone responsible for reporting, or performance tracking 
• Professionals who need to summarize, analyze, or present large datasets efficiently

Tom Chandler started teaching Excel and other Microsoft Office (now Microsoft 365) applications in Silicon Valley in 1996. In 2010 he started a computer training and consulting company named TechMentors. He has had the pleasure of teaching and consulting with many small and large companies including Stanford Medical Center, Visa, Seagate, and the City of San Jose.
Tom received his Bachelors of Science in Finance and Accounting from Brigham Young University. He also received a MBA with a concentration on Computer/Information Technology Administration and Management from Western Governors University.
Tom and his wife, Madeline, are very family oriented. They have seven (7) children and currently thirteen (13) grandchildren with two more on the way. Consequently in 2020 Tom and Madeline moved to northern Utah so they could be near many of their children and grandchildren.