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Courses/Office Productivity/MS Excel

Digging Deep with Excel Pivot Tables

Learn the power of pivot tables within Microsoft Excel.

Created byChris Harper
4.7
(293 reviews)
IntermediateUpdated Jul 27, 2023
Digging Deep with Excel Pivot Tables

What You'll Learn

check_circleCreate a pivot table in Excel.
check_circleCustomize a pivot table.
check_circleUtilize output from a pivot table.
check_circleData preparation and cleansing.
check_circleNavigating Excel’s PivotTable Analyze tab.

About This Course

This session focuses on the power of pivot tables within Microsoft Excel. We initially discuss the creation of pivot tables and various ways to summarize information. Then we explore ways to utilize summarized pivot table data. The course uses several practical examples that should inspire participants to find their creative uses for pivot tables.

Pivot tables are an essential tool for anyone who works with data, allowing you to quickly summarize, analyze, explore, and present your information. Moving beyond basic formulas, you'll discover how pivot tables can dramatically streamline your workflow and provide deeper insights, making complex data analysis significantly easier.

Key topics covered in this deep dive include:

  • Understanding the core motivation and benefits of using pivot tables for efficient data analysis.
  • Creating pivot tables from both internal worksheet data and external data sources, such as delimited text files and Microsoft Access databases.
  • Techniques for data wrangling and cleaning messy data using Excel's powerful text import features.
  • Utilizing the Pivot Table Analyze tools to enhance interactivity and filtering with features like slicers and timelines.
  • Developing custom metrics and comparisons by creating calculated fields directly within your pivot tables.
  • Exploring different ways to aggregate data beyond simple sums, including averages, counts, and more.
  • Extracting and effectively using pivot table output for further analysis or reporting, including integration with other Excel functions like VLOOKUP.
  • Applying pivot table skills to practical, real-world scenarios to solve common data challenges in areas like finance, HR, and auditing.

By the end of this course, you will be proficient in creating, customizing, and leveraging pivot tables to transform raw data into meaningful insights, making your data analysis tasks faster, more effective, and significantly more powerful.

Your Instructor

Chris Harper
Chris Harper
menu_book24 courses
star3,218 reviews

Dr. Christopher Harper, CPA, MBA – Chris is a CPA with the heart of a teacher. He is an assistant professor of accounting with Grand Valley State University's Seidman College of Business. He also serves as a senior manager and director of education for Hungerford CPAs & Advisors. Chris has been serving tax and accounting needs of closely held business and individuals since 1998.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.7
Student's Choice
293 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.