Streamlined Excel Reporting Series Session I: PivotTable Fundamentals

Nov 5, 2026 8:00am - 10:00am

(Check-In 8:00am )

Online

2.00 Credits

Member Price $89.00

Non-Member Price $109.00

Overview

Harnessing the potential of PivotTables.

Whether you're just starting out or seeking to improve your Excel expertise, PivotTables are versatile and powerful tools for data analysis. This course delivers a well-organized method for effectively understanding and using PivotTables through:

Practicing fundamentals with a leading expert in financial modeling

Creating and using sample datasets

Building PivotTables from the ground up

Innovative possibilities for presenting data

The core functionality of PivotTables for financial professionals is the ability to transform large datasets into meaningful summaries. By reorganizing data from a spreadsheet, PivotTables allows you to:

Extract key information and identify trends quickly

Simplify the process of analyzing data

Reduce the time spent on repetitive tasks