April 24, 2026


Vendor Webinar


4 CPE

Complete Guide to Analyze Data with Excel PivotTables

April 24, 2026
Vendor Webinar
4 CPE

Complete Guide to Analyze Data with Excel PivotTables

Learning Objectives

After attending this presentation, you will be able to...

  • Apply advanced PivotTable techniques to analyze complex datasets.
  • Determine the most effective way to structure data for analysis.
  • Choose appropriate PivotTable functions for specific business needs.
  • Analyze trends and patterns within large datasets using PivotTables.
  • Compare different data segments to draw actionable insights.

Major Topics

The major topics that will be covered in this course include:

  • Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.
  • Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis.
  • Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.
  • Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities.
  • Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.

CPE Credits Available

4 CPE
4
General

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Intermediate knowledge of Excel.

Advanced Preparation

Download the handout and practice material prior to course.

Intended Audience

Anyone who wants to analyze data in Excel or Power Pivot, whether you have large datasets or just want to improve your reporting skills.

Provider

CPA Crossings

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