Beginner Pivot Tables Training – Virtual

9/22, 9/23/26

This hands-on course teaches participants how to organize, summarize, analyze, and present data using Microsoft Excel PivotTables and PivotCharts.

Students will learn how to transform large spreadsheets into meaningful reports and interactive dashboards without using complex formulas.

Participants will work with real-world datasets to build reports, filter information, calculate totals, identify trends, and create professional visual summaries.

Topics Covered

Introduction to PivotTables

• Understanding structured data
• Preparing data for PivotTables
• Creating a PivotTable
• PivotTable layout and terminology

Working with Data

• Sorting and filtering
• Grouping dates, numbers, and categories
• Using report filters
• Managing large datasets

Calculations and Analysis

• Sum, Average, Count, Min, Max
• Calculated fields
• Percentage calculations
• Running totals and comparisons

PivotTable Design & Formatting

• Custom layouts
• Number formatting
• Conditional formatting
• Refreshing and updating data

PivotCharts and Visualization

• Creating PivotCharts
• Interactive filtering with slicers and timelines
• Dashboard basics

Learning Outcomes:

By the end of the course, participants will be able to:

• Build PivotTables from raw data
• Analyze trends and summarize information quickly
• Create interactive reports and charts
• Use slicers and filters effectively