1.5 CPE The course is presented in four parts.
First, the course illustrates where pivot tables stand in the world of Excel techniques, and brings up the topic of when to and when NOT to use a pivot table.
Second, we use a business case to compare ways of reporting on large data sets – Formulas vs. Pivot Tables, and point out the pros and cons of Pivot Tables:
- No complex formulas needed
- Easy to drag and drop
- Drag away to remove
- Double click to drill down to details
Third, the course illustrates 6 basic and 6 intermediate maneuvers to tame the Pivot Table beast!
Last, the course explores best practices in building a pivot table. They include:
- Do set up Data List as Data Table
- Do put multiple pivot tables in multiple tabs
- Do protect sensitive info such as Salary details
- Do set up “auto refresh” of Pivot Table
Course Key Concepts: Row labels, Column labels, Calculated fields, Calculated item, Data table, Salary details, Pivot Table style, Auto Refresh, VBA, Macro.
Learning Objectives
- Recognize the differences between using formulas and using pivot tables in Excel reporting.
- Identify and understand the pros and cons of pivot tables.
- Discover 6 basic skills of taming a pivot table.
- Explore 6 intermediate skills of taming a pivot table.
- Identify and understand 6 best practices in building pivot tables.
Last updated/reviewed: March 20, 2024
20 Reviews (68 ratings)
Reviews
Anonymous
(Accountant)
This is a great course to obtain more tips about pivot tables. Lenny does a great job explaining things. It is helpful to take various Excel courses on the same topic because each instructor often mentions different tips that help improve your Excel technique. I am looking forward to more of Lenny's courses.
Anonymous
(Snr Accounting Consultant, CPA)
Professor Wu - This is second course of yours that I am taking and I am amazed of the various tricks and tips you have illustrated on sumifs and pivot tables. And yet, I am considered to be a pivot table expert! Thank you, I will continue to practise and use them for better outcomes.
Neal Stiles
(Accounting & Finance Guy at Contractor)
An excellent dive beyond the basics of pivot tables. This course is beneficial to someone new to pivot tables or someone experienced with pivot tables to sharpen their skills and pick up tips and tricks. The instructor is rather enjoyable with his presentation method.
Anonymous
(Mgr, Accounting/Reporting, Internal Repo..)
In total, it was very informative & I appreciated the detailed explanations. However I could have done without the instructors introduction of all of his background. Also the summary on how this course compares to similar courses was not needed.
Anonymous
(Senior Financial Consultant)
Provided great information, would have preferred the reference material to be more detailed. It’s hard to remember all the clicks. The demonstration was very good. Did not like the verbiage used in test. Found confusing.
Anonymous
()
There is so much Excel can do, it's great to learn when and why to use different features and techniques. The teacher clearly knows the ins and outs of Excel. Thank you for the comprehensive training!
Anthony Maniscalco
(Senior Accountant at FriendFinder Networks, Inc.)
The course was very well presented, there was a lot of information to retain, but gave me ne ideas for things I can do different andby saving notes for future reference, I think it will very helpful
Anonymous
(N/A)
The course provided the pros and cons of pivot tables in a succinct manner. The instructor also provided good tips on how to get the most out of pivot tables.
Anonymous
(Accountant)
Very informative! I only knew the basics of pivot tables, I will definitely start using some of these extra features.
Anonymous
(Director of Finance & Accounting)
I thought some of the questions on the quiz that asked which things were conducive to...were a little confusing.
Anonymous
(Senior Accountant)
Very detailed course. I appreciated that the instructer personalized the course based on his own experience.
Anonymous
()
This is so awesome. There is so much I can do with pivot tables that I never knew. Thank you Illumio!
Anonymous
(Controller)
Great course Lenny - step by step simple instructions for tips and tricks regarding pivot tables.
Sandra Heelan
(CPA, CFE, MBA at None)
Great hacks and tips to building beginning pivot tables. Good clear instruction and materials!
Anonymous
(Accountant)
Thank you, Lenny for another excellent course. Very helpful and useful information!
Kimberly McLamb
( at Kimberly McLamb, CPA)
So much useful information, presented clearly so it can be immediately applicable.
Sameh Alami
( at NA)
Great and easy steps and tricks to get better working with pivot tables
Anonymous
(Accounting Manager)
It helped me better understand the advantages of using a pivot table.
Anonymous
(Principal)
great class regarding the intricacies of pivot tables.
TOMOAKI TOGO
( at Canadian Solar Japan)
I user pivot table everyday, so this is good lesson
Prerequisites
Course Complexity: Intermediate
Basic Excel knowledge.
Example: be able to open one Excel file and connect to external data files, etc.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Lenny WuManagement Reporting Analyst, Seaspan Ship Management
About Illumeo
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- Email: info@illumeo.com
- Phone: 408-400-3993
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- Av #221, Campbell, CA 95008
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