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

What You Will Learn

Red check icon


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


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


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


The power that pivot tables offer for managing insurance renewals; how to slice and dice data to gain valuable business insights.

Learning Objectives

Upon completing this course you’ll be ready to use MS Excel to:

  1. Set up your data sources using best practices;
  2. Create and customize pivot tables for ease of reading and understanding;
  3. Summarize and analyze data using pivot tables and pivot charts;
  4. Produce dynamic reports and charts through filtering, grouping, and slicers;
  5. 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. 


Javier Santos, Cyber Security Coach

Very informative in simple terms!

I found the Ransomware and Insurance 2022 Market Update to be very informative and delivered in simple terms. It will be beneficial to make it available in other languages like Spanish. Perhaps this can be done using a closed caption option.

Chief Operating Officer, Energy Company

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.

David Marsh, Partner, Broker

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.

Broker, Australia

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

Broker, Canada

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

Manager, SVP, Canada

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!


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.

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.

All ITC courses and subscriptions are priced in USD.

When you purchase a single course you will receive lifetime access to the course from any device. This includes any future updates to course materials.

We offer a risk-free 30-day money-back guarantee on all our courses. If you are not happy with your ITC course purchase you have up to 30 days from your original date of purchase to contact ITC at [email protected] to request a full refund. All we ask is that you provide us with the reason for your refund request. It is feedback from clients like you that helps us to improve our courses.

Gaining Business Insights using MS Excel Pivot Tables

5 star rating


From $35 US a month

Get Unlimited Access to all online insurance courses for $350 US / year (or a monthly subscription of $35 USD).

View Next Course

Technology Errors & Omissions Insurance
2 Hours

Technology Errors & Omissions Insurance 101

Take the course! Learn the fundamentals of Technology Errors and Omissions insurance and the different coverage options available for technology product and service providers.

Can’t find what you’re looking for?

We’ll help you find the answers! Reach out today. We are standing by to answer your questions.

ITC course image
This is default text for notification bar