LIVE 4-HOUR CLASS via Zoom
December 3rd, 2022 at 9-1pm PST*


This course is highly suitable for individuals who work with Excel on a regular basis and possess a basic understanding of its standard features. Now they wish to take their data analysis skills to the next level, becoming super confident building their own PivotTables and having full command of this powerful tool.


* If you are unable to attend the live session, a recorded version will be available to you.



** Please feel free to email me to:

[email protected]



PivotTable – Course Description

One of the main improvements made to Excel in recent years is its capability to accumulate and to house an ever-growing data deposit. But the challenges go beyond amassing and managing an influx of data, they carry onto delivering meaningful summaries that aid us in reaching well-informed data-driven business decisions.

Dubbed as Excel most powerful tool, PivotTables at first glance can be tricky and somewhat overwhelming. But that couldn’t be any farther from the truth.

With a little understanding of simple data concepts and logical data structural designs, you will realize that PivotTables are truly one of the easiest tools to utilize.

And that is where this course comes in play. It delivers on the promise to simplify through relatable analogies the idea behind PivotTables and their functionality.

At completion, participants will have a deep understanding of PivotTables, as well as PivotCharts, and their working particulars.

Learn how to clean and prepare the data, build the PivotTable and modify its layouts and summaries to suit your needs, and add visualizations to it all with PivotCharts.

Price for this 4-hour LIVE class



PivotTable – Knowledge Requirement

PivotTable is an advanced topic that requires a certain level of comfort in Excel mastery. You do not need to be an expert at it, but an intermediate-level knowledge base is required to maximize on time and be able to advance through course topics. Please be in good command of the following:

  • Basic Number, Dates, and Worksheet Formatting
  • Writing Formulas and using Built-in Functions - Sum / Average / Max / Min / Count
  • Sorting and Filtering Data Lists
  • Basic understanding of Subtotals and Grouping
  • Basic Knowledge of Charts

These skills will allow us to focus on the big topics at hand and will minimize being sidetracked with the entry-level workings of Excel. Possession of these skills will ensure keeping the class flow going smoothly.


PivotTable - Course Overview:

  • Data Ranges comparison to Data Tables

- The advantage of one over the other

  • Data Cleanup and Preparation

- Get your data ready for multiple summaries in a PivotTable

  • Data Structural Design Concepts

- Learn about good practices and about avoiding common pitfalls

  • Building and working with PivotTables

- Learn the specifics of where everything goes and gain control over the outcome

  • Deciphering and understanding the Data at Hand

- Utilize PivotTables to translate your vision into reality





PivotTable - Course Outline

  • DATA LIST/RANGE VS DATA TABLE
  • CONVERTING A DATA LIST/RANGE INTO A DATA TABLE

o CONVERTING A RANGE INTO A TABLE

  • SORTING AND FILTERING THE DATA
  • WHY DO WE GATHER DATA?
  • WHAT IS A PIVOT TABLE
  • WHAT DOES A PIVOTTABLE LOOK LIKE?
  • HOW A PIVOTTABLE CREATES A SUMMARY
  • DATA SOURCES
  • PREPARING DATA
  • CATEGORICAL VS CALCULABLE DATA
  • CREATING THE PIVOTTABLE

o PIVOTTABLE FROM LOCAL DATA SOURCE

o PIVOTTABLE FROM EXTERNAL DATA SOURCE

o PIVOTTABLE FROM MULTIPLE WORKSHEETS

  • THE 4 AREAS OF THE PIVOTTABLE

o SUBTOTALS – 2 OR MORE FIELDS PLACED IN ONE OF THE 4 AREAS

  • FILTERING BY ROW AND COLUMN FIELDS
  • FILTERING BY THE FILTER FIELD
  • WORKING WITH SLICERS
  • WHY IS IT CALLED A PIVOT TABLE?
  • ADDING AND REFRESHING DATA
  • ADDING DATA TO A RANGE
  • ADDING DATA TO A TABLE
  • CHANGING FROM THE DEFAULT SUM FUNCTION CALCULATION
  • DRILL-DOWN TO DETAILED VALUES
  • CALCULATED FIELDS

o INSERTING A CALCULATED FIELD

o DELETING A CALCULATED FIELD:

  • BUILT-IN CALCULATIONS
  • DATA STRUCTURE
  • DETERMINING WHICH FIELD GOES INTO WHICH AREA OF THE PIVOTTABLE

o The Categorical/Textual Store Field:

o The Categorical/Textual PizzaType Field:

o The Calculable Price Field:

o The Calculable Cost Field:

o The Calculable Quantity, Gross, and Profit Fields:

  • INSERT A TIMELINE WITH A PIVOTTABLE CONTEXTUAL TABS

o PIVOTTABLE ANALYZE CONTEXTUAL TAB:

o DESIGN CONTEXTUAL TAB:

  • The Layout group
  • Subtotals button
  • Grand Totals button
  • Report Layout button
  • Blank Rows button
  • PivotTable Style Option
  • PivotTable Styles


** Please feel free to email me to:

[email protected]