Gaining Business Insights using MS Excel Pivot Tables
Learn how to use the pivot table feature in MS Excel to interpret data such as renewal lists, account receivable reports and insurance loss history reports.
Available in
English
French
Spanish
Course Overview
Large datasets such as renewal lists, accounts receivable reports, and insurance loss histories can contain valuable insights when analyzed effectively. This course introduces the pivot table features in Microsoft Excel and shows how they can be used to interpret insurance data and support better business decision-making.
You’ll learn how to organize and prepare data sources using best practices, then create and customize pivot tables that make complex information easier to read and understand. The course also explores how pivot tables and pivot charts can be used to summarize and analyze key data from insurance operations.
Using an interactive case study, you’ll practice grouping, sorting, filtering, and using slicers to produce dynamic reports and visual summaries. As the course progresses, you’ll learn how to build your own interactive pivot-based dashboard to track performance and transform raw data into clear, actionable insights.
Course highlights
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Analyze
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From $35 US a month
Learning Objectives
Upon completing this course, you will be able to use MS Excel to:
- Set up your data sources using best practices;
- Create and customize pivot tables for ease of reading and understanding;
- Summarize and analyze data using pivot tables and pivot charts;
- Produce dynamic reports and charts through filtering, grouping, and slicers;
- Build an interactive pivot-based dashboard to track performance.
Course Curriculum
- Course Introduction
- Course Resources
- Case Study – Pivot Tables & Building a Dashboard Introduction
- What are Pivot Tables?
- Date Format, YearFrac
- Creating basic Pivot Tables
- Formatting the Data Source
- Appearance, Layout & Conditional Formatting
- Average, Count, Distinct Count, Percentage
- Calculated Fields – Creating a Basic Budget
- Grouping Dates – Pivot Tables by Date, Month or Quarters
- Sorting & Filtering
- Slicers & Naming Pivot Tables
- Case Study – Exercise
- Creating Basic Pivot Charts
- Pivot Charts – Lesson 2
- Building a Dashboard. Step 1: Summary Board
- Creating a Dashboard!
- Case study – Exercise
- Wrap Up Video
- Course Survey
- Final Assessment Updated
Testimonials
ITC’s D&O and EPLI courses helped me understand the insurance proposals we receive AND to explain to my executive team and board members the risks we can (and cannot) manage through insurance.
Most insurance courses are either pitched at people learning about the subject for the first time or jump straight into advanced topics. The ITC courses do a great job for all learners and I particularly liked the online format since you can either spend time starting from the beginning or quickly move on to the areas of most interest to you. The course material also went beyond insurance policy language – addressing risk management, claims processes, what buyers should consider, and more.
ITC effectively tackles complex subject matters in a very creative manner. I would highly recommend to anyone looking to broaden their understanding.
Great way to enjoy an evolving subject matter. Thank you ITC, enjoyed that!
I’ve been in the insurance industry for over 20 years and this is by far the best educational material I have seen! Great for new and established professionals!
ITC Education is the perfect platform for busy insurance professionals to expand their knowledge in bite-size, manageable, easy & informative modules. The subject matter is well researched and presented in an engaging and easy-to-understand format. The modules are set up so that you can zero in on a subset or explore the topic more fully – time permitting. The examples are easily applied to real-life situations.
About ITC courses
ITC takes pride in delivering high quality, unbiased courses on professional and management liability insurance and related topics. Designed specifically for online delivery, our courses are interactive, include activities and quizzes, use practical illustrations and real-life case studies and deliver knowledge in bite-sized portions so even just 5 minutes is learning time well spent.
How we build courses
ITC courses are the product of a collaborative approach. We work closely with subject matter experts to build out course content, the ITC design team brings that content to life, and no course is published before undergoing an intense review by an industry panel. Our process also includes post-publication reviews and updates because ITC is committed to delivering quality courses that remain accurate, relevant and up-to-date, long after they are first published.
Frequently Asked Questions
With ITC, you can take any course at any time. For the best learning experience, a prerequisite may be recommended in the course description.
No. ITC no longer sells individual courses. New learners choose between:
- All-Access education, or
- ITC Advance certifications program, both of which include course access.
If you have questions, please contact ITC directly.
At ITC, we want to hear from you! Our courses are specifically developed to provide relevant and up-to-date training on insurance topics. If there is something you’d like to learn or explore and we don’t have the course, please reach out!
We take pride in providing up-to-date relevant courses! ITC is committed to reviewing all course content at least once a year and making any necessary updates or additions to course materials.
We provide a digital certificate of completion for all successfully completed courses.
Frequently Asked Questions
With ITC, you can take any course at any time. For the best learning experience, a prerequisite may be recommended in the course description.
No. ITC no longer sells individual courses. New learners choose between:
- All-Access education, or
- ITC Advance certifications program, both of which include course access.
If you have questions, please contact ITC directly.
At ITC, we want to hear from you! Our courses are specifically developed to provide relevant and up-to-date training on insurance topics. If there is something you’d like to learn or explore and we don’t have the course, please reach out!
We take pride in providing up-to-date relevant courses! ITC is committed to reviewing all course content at least once a year and making any necessary updates or additions to course materials.
We provide a digital certificate of completion for all successfully completed courses.
About ITC courses
ITC takes pride in delivering high quality, unbiased courses on professional and management liability insurance and related topics. Designed specifically for online delivery, our courses are interactive, include activities and quizzes, use practical illustrations and real-life case studies and deliver knowledge in bite-sized portions so even just 5 minutes is learning time well spent.
How we build courses
ITC courses are the product of a collaborative approach. We work closely with subject matter experts to build out course content, the ITC design team brings that content to life, and no course is published before undergoing an intense review by an industry panel. Our process also includes post-publication reviews and updates because ITC is committed to delivering quality courses that remain accurate, relevant and up-to-date, long after they are first published.
Gaining Business Insights using MS Excel Pivot Tables
- Advanced
- 22 lessons
- CE credits/CPD hours
- 1.5 hours
