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.
What You Will Learn
Build
Analyze
Summarize
Apply
Learning Objectives
Upon completing this course you’ll be ready 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
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.
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Gaining Business Insights using MS Excel Pivot Tables
- Advanced
- 22 lessons
- 1.5 Hours
