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. 

Gaining Business Insights using MS Excel Pivot Tables
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.

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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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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.

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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.

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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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Frequently Asked Questions

Gaining Business Insights using MS Excel Pivot Tables

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