How To Create PivotTables From A Microsoft® Certified Expert In Excel

Microsoft® Certified Trainer and Excel expert Jackie Kiadii will guide you through creating a PivotTable and PivotChart. You will learn how to analyze and present financial data clearly and easily.

What You'll Learn

  • When to use PivotTables
  • What you should know before you create a PivotTable
  • Creating a PivotTable
  • Formatting PivotTables
  • Customizing PivotTable formatting
  • Sorting and filtering PivotTables
  • Changing PivotTable calculations
  • Creating PivotCharts
  • Sharing PivotTables and charts in PowerPoint, Word, and other apps
  • Filtering with interactive slicer tools
  • Power tips, tricks, and shortcuts
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INFORMATION
Training Overview

Use Excel PivotTables for advanced data analysis. Discover features for financial institution professionals.

Financial institutions handle large volumes of data. You can use Microsoft Excel’s® popular and robust PivotTable feature to gather insights from internal and external information. PivotTables make it easy to analyze hundreds of thousands of rows of data with a few clicks.


The powerful results of this tool are easy to generate by mastering its features:

  • When to use PivotTables
  • What you should know before you create a PivotTable
  • Creating a PivotTable
  • Formatting PivotTables
  • Sorting and filtering PivotTables
  • Creating PivotCharts
  • Sharing PivotTables and charts in PowerPoint, Word, and other apps
  • Filtering with interactive slicer tools

Prerequisites: This class is not a beginner-level class. It is for intermediate-level users. Find the beginner-level class at Introduction to Excel: The Basics.

We are not affiliated, endorsed, or sponsored by Microsoft or Microsoft Excel®.

Recommended Audience
Who Should Attend?
  • Business owners
  • Finance professionals
  • CEOs
  • CFOs
  • CTOs
  • Managers of all levels
  • Operations managers
  • Administrators
  • Commercial lenders
  • Credit analysts
  • Loan documentation specialists
  • Relationship managers
  • Branch managers
  • Private bankers
  • Business development officers
  • Anyone who uses Excel regularly
What's included
Training includes
  • Certificate of Attendance
  • All resources and training materials
About

Expert Presenter

Jackie Kiadii
  • Founder of Phoenix Computer Consultants, LLC, an Atlanta-based IT services firm
  • Helping clients leverage technology to increase their productivity and profitability since 2001
  • Provides curriculum development, consulting, and training in Microsoft 365® applications
  • Microsoft® Certified Trainer and Microsoft® Certified Expert – Excel