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Courses/Office Productivity/Data Analysis & Visualization

Excel Pivot Table

Excel Pivot Table: How to Tame the Excel Beast!

Created byLenny Wu
4.6
(83 reviews)
IntermediateUpdated Jan 20, 2025
Excel Pivot Table

What You'll Learn

check_circleRecognize the differences between using formulas and using pivot tables in Excel reporting
check_circleUnderstand the pros and cons of pivot tables
check_circleDiscover 6 basic skills of taming a pivot table
check_circleExplore 6 intermediate skills of taming a pivot table

About This Course

The course is presented in four parts.

First, the course illustrates where does pivot table stand in the Excel Techniques, and brings up the topic of when to and when NOT to use a pivot table.

Second, we use a business case to compare ways of reporting on huge data – Formulas vs. Pivot Tables and point out the pros and cons of Pivot Tables:

  • No complex formulas needed
  • Easy to drag and drop
  • Drag away to remove
  • Double click to drill down to details

Third, the course illustrates 6 basic and 6 intermediate maneuvers to tame the Pivot Table beast!

Last, the course explores best practices in building a pivot table. They include:

  • Do set up Data List as Data Table
  • Do put multiple pivot tables in multiple tabs
  • Do protect sensitive info such as Salary details
  • Do set up “auto-refresh” of Pivot Tables

Prerequisites and Advanced Preparation Basic Excel knowledge Example: be able to open one Excel file and connect to external data files, etc.

Your Instructor

Lenny Wu
Lenny Wu

Financial Reporting Expert

menu_book38 courses
star2,457 reviews

Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing. Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Adaptive Insights Professional and Certified Xero Partner. Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks. Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant. Education MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]

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

4.6
Student's Choice
83 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.