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.
Subtitles available in
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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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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
Very clear, concise content, delivered in an easy to understand way. Whether an industry vet or just starting out, you will learn something from this course- I did! It’s easy to see how this platform could complement any corporate training program. I’d thoroughly recommend ITC to any L&D manager.
I’m super impressed with the quality of the courses. Graphics are the bomb!!
Great job ITC! Love the cartoons. Complex subject matter presented in a very fun way.
These are the best online insurance training offerings I’ve seen in terms of content and ease of use.
The coverage explanations are comprehensive and straightforward, coverage comparison tips are very helpful, and the claims examples are readily adaptable to real-life client scenarios. The visuals are easy to follow and the succinct course modules allowed me to review the modules on my own timeline- or to go back to modules that I wanted to revisit. Plus, as a very welcome bonus, continuing education credits are available in certain jurisdictions!
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.
We’d love to hear from you! At ITC, we’re always exploring timely and relevant insurance topics to support your professional development. If there’s a subject you’d like to learn more about, let us know. Your ideas help us shape future courses and learning opportunities.
We provide a digital certificate of completion for all successfully completed courses. Learn how to access your certificate →
ITC’s eLearning programme is CII CPD Accredited by the Chartered Insurance Institute (CII). This accreditation demonstrates the quality of ITC’s learning programme and confirms that it meets the requirements of the CII member CPD scheme.
CII accreditation applies to ITC’s eLearning programme. This means the quality of our learning programme has been independently reviewed and confirmed to meet the requirements of the CII member CPD scheme.
For CII members, eligible ITC courses can contribute toward continuing professional development (CPD) requirements. After completing a course, you’ll receive a certificate of completion to document your learning.
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.
We’d love to hear from you! At ITC, we’re always exploring timely and relevant insurance topics to support your professional development. If there’s a subject you’d like to learn more about, let us know. Your ideas help us shape future courses and learning opportunities.
We provide a digital certificate of completion for all successfully completed courses. Learn how to access your certificate →
ITC’s eLearning programme is CII CPD Accredited by the Chartered Insurance Institute (CII). This accreditation demonstrates the quality of ITC’s learning programme and confirms that it meets the requirements of the CII member CPD scheme.
CII accreditation applies to ITC’s eLearning programme. This means the quality of our learning programme has been independently reviewed and confirmed to meet the requirements of the CII member CPD scheme.
For CII members, eligible ITC courses can contribute toward continuing professional development (CPD) requirements. After completing a course, you’ll receive a certificate of completion to document your learning.
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
