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
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?
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Expert Presenter


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