Excel as a Business Intelligence Tool – How to Create Flexible Summary Reports Using Pivot Tables and Charts

Duration: 60 minutes

Speaker: Tom Fragale

CREDITS:

Available On-Demand

PURCHASE OPTIONS

Individual Purchase Options
On-Demand Available On-Demand. Watch the webinar recording multiple times for 30 days.	$159
Recording Download link will be emailed for single user access with handouts. Available in 3-5 business days, after Live Event. Never Expires.	$179
Transcript (PDF) PDF transcript of webinar with handouts will be emailed. Available in 7-10 business days, after Live Event. Never Expires.	$159

ABOUT THE EVENT

Many people struggle with how to create Pivot Tables, or maybe they don’t even know what they can do, or maybe they think they are too difficult. I’m going to show you what they, how to use them, and that they are not difficult, and they can give you tremendous results. We will then make Pivot Charts, to graphically show the data. Then, we will add sorts, filters, slicers, and timelines to create a very easy-to-use, but very powerful dashboard that can give you instant results, and allow you to slice and dice your data any which way. You and your staff will be instantly more productive in Excel. These techniques will work cross-industry, with any type of data. You will find it to be clear and concise and right to the point, and you will be able to apply these techniques to your own data immediately after the session.

WHY SHOULD YOU ATTEND

Attend this webinar if you use Microsoft Excel on a regular basis and want to take your knowledge to the next level.

AREAS COVERED

Creating and managing Pivot Tables
Changing the calculation type
Adding additional calculations
Creating custom calculations
Multilayer reports
Creating daily, monthly, quarterly and yearly summaries
Adding a Pivot Chart
Adding Slicers
Adding timelines

LEARNING OBJECTIVES

In this webinar, you will learn how to make all of your raw data and quickly turn that data into easy to use flexible summary reports using Pivot Tables and Charts. We will start with the basics and build up to more complex Pivot Tables.

WHO WILL BENEFIT

Business owners
CEO's / CFO's / CTO's
Managers of all levels
Anybody with large amounts of data
Anybody who uses Microsoft Access/Excel on a regular basis, and wants to be more efficient and productive
Accountants
CPAs
Controllers
Financial Consultants
IT Professionals
Auditors
Human Resource Personnel
Bookkeepers
Marketers
Admins
Secretaries

Speaker(s)

Tom Fragale

Tom Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel., and a Microsoft Certified Specialist in Access, Outlook, and PowerPoint. He has trained over 30,000 business people in on-line webinars, public seminars, and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including insurance, manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.

CEUs

Compliance Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org.

Credits: 1.0

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