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Pivot Like a Pro: Mastering Excel Pivot Tables
(2013, 2016, 2019, 2021, 365)

What You'll Learn in Pivot Like a Pro: Mastering Excel Pivot Tables

Course Length:

3 hours (1/2 day)

Learning Objectives

Upon successful completion of this course, you will be able to:

  • Create and modify pivot tables to summarize and analyze data sets
  • Properly format and organize data for optimal pivot table analysis
  • Use vlookup/xlookup to combine information from separate data sources
  • Apply conditional formatting to highlight important information
  • Modify pivot table options and settings to customize the layout and design
  • Add calculated fields to a pivot table
  • Create pivot charts to visualize data and communicate insights effectively
  • Use slicers to interact with pivot tables and filter data dynamically

Target Student

This course is designed for students who already have foundational knowledge and skills in Excel and who wish to learn how to use pivot tables to analyze and summarize data, create powerful visualizations, and communicate insights effectively.

Course Outline

Introduction to Pivot Tables

What is a pivot table?

Benefits of using pivot tables

Understanding proper data structure

Overview of the pivot table interface

Understanding pivot table terminology


Pivot Table Layout and Design

Choosing the right fields for your pivot table

Understanding pivot table layouts

Rearranging and reorganizing the pivot table

Formatting a pivot table

Customizing pivot table design


Basic Pivot Table Functionality

Sorting and filtering data

Grouping data

Drilling down into data

Refreshing a pivot table


Advanced Pivot Table Operations

Combining data from multiple sources using vlookup/xlookup

Linking data from different sources using relationships

Using conditional formatting in a pivot table

Creating and editing calculated fields

Pivot table options and field settings


Working with Slicers and Pivot Charts

Creating different types of pivot charts

Modifying pivot charts to suit your needs

Using slicers to interact with a pivot table

Creating and customizing slicers

Using slicers to dynamically filter pivot table data

A seal with “Guaranteed to Run” written on it. In the middle is a person giving a thumbs up, standing behind a checkmark

Pivot Like a Pro: Mastering Excel Pivot Tables

Upcoming Classes

All Public classes are held online
with a live instructor
Dates Price Qty
July 30, 2024
1:00 PM to 4:00 PM ET
$425.00 Online
October 23, 2024
9:00 AM to 12:00 PM ET
$425.00 Online
January 9, 2025
9:00 AM to 4:00 PM ET
$425.00 Online
* Applicable taxes will be applied on checkout

I want to talk to someone about private or customized training


Have questions about this course? See below or reach out to our training coordinators.

Group of 4 or more? Consider private training

The Great Canadian Training & Consulting Company Advantage

When you train with us, your training will not just check a box. We make sure it is GREAT!

  • Experienced Trainers
  • Guaranteed to run classes
  • Learning Guarantee
  • Anytime after-training support for 30 days
  • Bilingual training, manuals & post-training support available

This course comes with

PDF Reference Guide

Take the Reference Guide anywhere and save the environment with an electronic copy of your training Reference Guide for use on any of your computers or devices


Printed Reference Guide

Instead of the PDF that comes with your course, purchase a printed paper Reference Guide for use during your class and future reference