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

with
Jackie Kiadii
Live Session
From $149.00
  • June 15, 2021, 12:00 pm   EST
Training Includes:
  • Certificate of Attendance
  • All resources and training materials
  • An on-demand recording will be available after the live presentation.

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
When:
Tuesday, June 15, 2021; 12:00 PM Eastern
Scheduled for 60 minutes including question and answer period.

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®.

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

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

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