A very common situation in Excel is the Big List. You might have a huge list of employees, customers, products, sales, events, locations, technical support tickets – it doesn’t really matter what the list is of, what matters is that there is value in that list. You might want to know what your most profitable kind of customer is, or which technical support rep is being most productive, or which product is driving the most interest, but the Big List isn’t giving you that information automatically. Building a Pivot Table is a fast, easy way of analyzing your data and giving you useful insights. If you want to know how to help your business, creating a summary and a chart with Pivot Tables should be your first move.
WHY SHOULD YOU ATTEND?
Without Pivot Tables, creating summaries of Excel data is a multi-step process that you must repeat for new calculations or groups within the data. If you need to adjust the calculation, it can be very complex. Pivot Tables create summaries and calculations with just 4-5 clicks. ‘Pivoting’ to a new set of data, a new calculation, or a specific group within your data usually takes 2-3 clicks. Combining multiple Pivot Tables onto the same page can create a dynamic dashboard for looking at several parts of the business simultaneously – and takes very little effort. If you’re unsure about using Pivot Tables for your business, you must attend this training to understand how powerful and simple it is to summarize and visualize incredibly valuable insights in your business.
AREA COVERED
- Data layout best practices
- Pivot Table essentials
- Creating your first Pivot Table
- Formatting and presentation
- Creating multiple calculations
- Filtering and focusing on data
LEARNING OBJECTIVES
- What is a Pivot Table, and why should I create one?
- Creating your First Pivot Table
- Number formatting and calculations
- Color-coding and styles
- Filters, slicers, and timelines
- Charting and on-the-fly filtering
- Custom calculated fields and items
- Leveraging the Excel Data Model
WHO WILL BENEFIT?
- Executives
- Managers
- Business Analysts
- Production Supervisors
- Anybody who needs to analyze their part of the business
Without Pivot Tables, creating summaries of Excel data is a multi-step process that you must repeat for new calculations or groups within the data. If you need to adjust the calculation, it can be very complex. Pivot Tables create summaries and calculations with just 4-5 clicks. ‘Pivoting’ to a new set of data, a new calculation, or a specific group within your data usually takes 2-3 clicks. Combining multiple Pivot Tables onto the same page can create a dynamic dashboard for looking at several parts of the business simultaneously – and takes very little effort. If you’re unsure about using Pivot Tables for your business, you must attend this training to understand how powerful and simple it is to summarize and visualize incredibly valuable insights in your business.
- Data layout best practices
- Pivot Table essentials
- Creating your first Pivot Table
- Formatting and presentation
- Creating multiple calculations
- Filtering and focusing on data
- What is a Pivot Table, and why should I create one?
- Creating your First Pivot Table
- Number formatting and calculations
- Color-coding and styles
- Filters, slicers, and timelines
- Charting and on-the-fly filtering
- Custom calculated fields and items
- Leveraging the Excel Data Model
- Executives
- Managers
- Business Analysts
- Production Supervisors
- Anybody who needs to analyze their part of the business
Speaker Profile

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.
Upcoming Webinars

Leadership: Strategic Planning and Decision Making

The Top Ten Excel Functions Everyone Should Know


2-Hour Virtual Seminar on How to Conduct an Internal Harass…

2025 Handbook Overhaul: Navigating Critical Updates! Federa…


3-Hour Virtual Boot Camp on Easier Excel Automation with VB…

Outlook - Master your Mailbox - Inbox Hero Inbox Zero


Empowering Conflict Resolution: Letting Go to Gain Control


Retention Starts Here: Stop Losing Your Critical Talent and…


Gossip-Free: Leadership Techniques to Quell Office Chatter

California Meal and Rest Breaks: What You Don't Know Can Co…

Managing Difficult Employee Conversations


Harassment, Bullying, Gossip, Confrontational and Disruptiv…

Managing Toxic Employees: Strategies For Leaders To Effecti…

Workplace Investigations 101: How to Conduct your Investiga…

Copilot and HR: An Introduction for HR Professionals

Excel Power Skills: Master Functions, Formulas, and Macros …



6-Hour Virtual Seminar on Learning the Highlights of Excel …

Bootcamp for New Managers and Supervisors: Develop These Es…

Stress, Change And Team Resilience Through Humor: An Intera…


Is Your Workforce Change Ready? A Leader’s Guide to Quickly…