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. 

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Pointers

What You Will Learn

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Build

How to create basic pivot tables including formatting the data source, appearance, conditional formatting and layout.
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Analyze

How to use average count, distinct count and calculated fields, and how to group dates and name pivot tables.
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Summarize

How to build a pivot table-based dashboard that includes basic pivot charts and a dashboard summary panel.
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Apply

The power that pivot tables offer, in the context of managing insurance renewals, including how to slice and dice data to gain valuable business insights.

Course Curriculum

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. 

Testimonials

Broker, Australia

ITC effectively tackles complex subject matters in a very creative manner. I would highly recommend to anyone looking to broaden their understanding.

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Great way to enjoy an evolving subject matter. Thank you ITC, enjoyed that!

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Broker, Australia

Tough topics. Beautifully presented.

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Senior D&O Underwriter, Canada

I am impressed with the programs ITC has put together for a myriad of reasons. They simultaneously offer a high level of sophistication while also being accessible to a variety of learners. As a broker who worked with clients of varying sizes in all industries, I would find these courses impactful for the new learner within this space focusing on their own business as well as a client who has been introduced to D&O insurance before or a current buyer. Also would recommend to broker’s wanting a holistic understanding of the product’s functionality and how to articulate it to clients.  Further, as a D&O Underwriter, I found this refreshing and would highly recommend it to new underwriters or underwriters who provide coaching, mentoring, and training. The product is immensely versatile and engaging for its wide variety of appropriate users.  I will most certainly be referring others to participate in these affordable and valuable courses.

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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!

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Account Executive/SVP, Canada

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.

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Gaining Business Insights using MS Excel Pivot Tables

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