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Microsoft Excel PivotTables

instructor
By: Tom Chandler
Schedule: 15 July, 2026 (Wednesday)
Time: 12:00 PM PDT | 03:00 PM EDT
Duration: 90 Minutes
Webinar ID : 2871

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Webinar Details

Microsoft Excel’s PivotTables and PivotCharts are powerful, easy-to-use tools for transforming raw data into meaningful business insights. In this 90-minute webinar, attendees will learn how to properly set up source data, build insightful PivotTables and PivotCharts, and organize and format the results for clear, impactful data storytelling. Attendees will also learn how to create interactive dashboards using slicers, that allow users to dynamically and independently explore multiple scenarios for faster decision-making. This course is designed for business professionals who want to quickly move from data to understanding.

WHY SHOULD YOU ATTEND?

Attendees will learn how to quickly transform large datasets into meaningful insights using Excel PivotTables. This webinar will teach participants how to eliminate guesswork by using proven techniques for organizing, analysing, and visualizing data, thus enabling professionals to make faster, more informed decisions without having to learn advanced formulas and functions.

AREA COVERED

  • Introduction to data analytics in Excel
  • Understanding PivotTables and their business value
  • Structuring and preparing source data correctly
  • Creating and modifying PivotTables
  • Aggregating data using key metrics like sum, average, and count
  • Formatting data for readability and reporting
  • Drill-down and drill-up techniques for deeper analysis
  • Managing and organizing PivotTables (move, copy, refresh)
  • Creating and customizing PivotCharts
  • Using slicers to build interactive dashboards

LEARNING OBJECTIVES

After attending this webinar, participants will be able to 
  • Explain how PivotTable and PivotCharts support data-driven decision making
  • Create PivotTables that summarize large datasets using key statistical metrics (sum, average, count, etc)
  • Group and segment data to identify patterns and trends
  • Format and present results for professional and data storytelling
  • Create PivotCharts to gain insights and visualize trends and outliers
  • Examine results and validate insights through drill-down analysis
  • Build interactive dashboards using slicers for dynamic reporting

WHO WILL BENEFIT?

  • Data Analysts and Business Analysts 
  • Finance professionals (CFOs, Accountants, Financial Analysts) 
  • Small business owners and entrepreneurs 
  • Operations and sales professionals working with data 
  • Anyone responsible for reporting, or performance tracking 
  • Professionals who need to summarize, analyze, or present large datasets efficiently
Attendees will learn how to quickly transform large datasets into meaningful insights using Excel PivotTables. This webinar will teach participants how to eliminate guesswork by using proven techniques for organizing, analysing, and visualizing data, thus enabling professionals to make faster, more informed decisions without having to learn advanced formulas and functions.
  • Introduction to data analytics in Excel
  • Understanding PivotTables and their business value
  • Structuring and preparing source data correctly
  • Creating and modifying PivotTables
  • Aggregating data using key metrics like sum, average, and count
  • Formatting data for readability and reporting
  • Drill-down and drill-up techniques for deeper analysis
  • Managing and organizing PivotTables (move, copy, refresh)
  • Creating and customizing PivotCharts
  • Using slicers to build interactive dashboards
After attending this webinar, participants will be able to 
  • Explain how PivotTable and PivotCharts support data-driven decision making
  • Create PivotTables that summarize large datasets using key statistical metrics (sum, average, count, etc)
  • Group and segment data to identify patterns and trends
  • Format and present results for professional and data storytelling
  • Create PivotCharts to gain insights and visualize trends and outliers
  • Examine results and validate insights through drill-down analysis
  • Build interactive dashboards using slicers for dynamic reporting
  • Data Analysts and Business Analysts 
  • Finance professionals (CFOs, Accountants, Financial Analysts) 
  • Small business owners and entrepreneurs 
  • Operations and sales professionals working with data 
  • Anyone responsible for reporting, or performance tracking 
  • Professionals who need to summarize, analyze, or present large datasets efficiently

SPEAKER PROFILE

instructor

Tom Chandler started teaching Excel and other Microsoft Office (now Microsoft 365) applications in Silicon Valley in 1996. In 2010 he started a computer training and consulting company named TechMentors. He has had the pleasure of teaching and consulting with many small and large companies including Stanford Medical Center, Visa, Seagate, and the City of San Jose.
Tom received his Bachelors of Science in Finance and Accounting from Brigham Young University. He also received a MBA with a concentration on Computer/Information Technology Administration and Management from Western Governors University.
Tom and his wife, Madeline, are very family oriented. They have seven (7) children and currently thirteen (13) grandchildren with two more on the way. Consequently in 2020 Tom and Madeline moved to northern Utah so they could be near many of their children and grandchildren.

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