EXCEL PIVOT TABLES CLASS
Level: Intermediate | Delivery Channel: In-Person Classroom or Virtually Online | CPE Credits: 8 Credits | Duration: 8 Hours
The Excel Pivot Tables class is designed to take users from foundational data organization to advanced analytical reporting using Pivot Tables. The course focuses on the mechanics of building Pivot Tables, managing data sources, and utilizing powerful tools like Slicers and Timelines to create interactive experiences. Beyond basic summarization, the curriculum explores sophisticated techniques such as creating Calculated Fields, grouping data, and designing dynamic Pivot Charts for visual impact. By the end of the class, participants are equipped to transform large, complex datasets into streamlined dashboards and actionable insights, making it an essential resource for anyone looking to level up their analyze skills using Excel Pivot Tables.
WHO IS THIS CLASS FOR
Individuals with a strong Excel foundation skill set that want to level up, especially in the area of data analysis with Excel Pivot Tables. Team members that want to be able to quickly calculate, summarize and analyze data in a variety of ways, to see comparisons, patterns and trends that might have otherwise gone unnoticed.
Team members who spend too much time wrestling with large datasets and not enough time acting on them. PivotTables are Excel's most powerful reporting tool — giving you the ability to instantly summarize, compare, and visualize your data from any angle, so the story hiding in your spreadsheet finally becomes clear.
WHAT YOU'LL LEARN
- Understanding the Pivot Table Workflow
- Locating the Pivot Table Tools Ribbon
- Customizing the Quick Access Toolbar for Pivot Tasks
- Exploring the Course Exercise Files
- Eliminating Blank Rows and Columns
- Fixing Data Type Inconsistencies (Text vs. Numbers)
- Removing Duplicate Records for Accuracy
- Structuring Raw Data into Flat Files
- Converting Ranges to Official Tables
- Benefits of Dynamic Data Ranges
- Utilizing Table Structured References
- Automatic Data Refresh Logic
- Selecting the Proper Source Data
- Choosing Destination: New vs. Existing Sheet
- Navigating the Field List Pane
- Understanding the Four Quadrants (Filters, Columns, Rows, Values)
- Summarizing by Count, Average, and Max/Min
- Calculating Differences from Previous Periods
- Displaying Values as % of Grand Total
- Implementing Running Totals for Growth Tracking
- Manual and Automatic Sorting Logic
- Using Label and Value Filters
- Applying "Top 10" and Bottom-Level Filtering
- Clearing All Filters with One Click
- Inserting and Formatting Slicers
- Connecting Slicers to Multiple Pivot Tables
- Customizing Slicer Columns and Styles
- Disabling "Hide Items with No Data"
- Inserting Timeline Filters for Date Fields
- Filtering by Years, Quarters, Months, and Days
- Synchronizing Timelines Across Reports
- Managing Timeline Styles and Visibility
- Grouping Dates into Weeks and Months
- Creating Numeric Brackets (e.g., Age or Price Ranges)
- Manual Grouping for Custom Categories
- Ungrouping Data for Detailed Views
- Creating Formulas Inside the Pivot Table
- Understanding the Difference Between Fields and Items
- Managing and Editing Existing Calculations
- Using the "List Formulas" Audit Report
- Selecting the Right Chart Type for Your Data
- Linking Pivot Charts to Slicers and Timelines
- Managing Pivot Chart "Field Buttons"
- Formatting Dynamic Chart Titles and Legends
- Laying Out Multiple Charts for Clarity
- Aligning Slicers and Timelines for a Clean UI
- Hiding Gridlines and Headings for a "Pro" Look
- Creating a Navigation-Style Dashboard Interface
- Introduction to the GETPIVOTDATA Function
- Linking External Cells to Pivot Table Values
- Creating Custom Static Reports Driven by Pivots
- Handling Errors and Missing Data in External Reports
WHAT YOU WILL GET
- Class Binder with Step by Step Exercises and Challenge Exercises
- Microsoft Excel Exercise Files with 1 year access to the files
- Double-Sided Laminated Keyboard Shortcut Guide
WHAT TO BRING TO CLASS
- We provide everything you need for our in-person classes. You just need to show up.
- Come dressed for comfort. Jeans, Shorts, Yoga pants are all welcome!
- Come ready to learn! Our classes are an intensive learning experience.
CLASS SCHEDULE
| Date | Location | Price | Registration |
|---|---|---|---|
| June 3, 2026 9:15 AM to 5:00 PM |
Dallas Fort Worth (Hurst, TX) | $425.00 | Register |
| July 15, 2026 9:15 AM to 5:00 PM |
Dallas Fort Worth (Hurst, TX) | $425.00 | Register |
| August 12, 2026 9:15 AM to 5:00 PM |
Dallas Fort Worth (Hurst, TX) | $425.00 | Register |
| September 9, 2026 9:15 AM to 5:00 PM |
Dallas Fort Worth (Hurst, TX) | $425.00 | Register |
| October 7, 2026 9:15 AM to 5:00 PM |
Dallas Fort Worth (Hurst, TX) | $425.00 | Register |
| November 4, 2026 9:15 AM to 5:00 PM |
Dallas Fort Worth (Hurst, TX) | $425.00 | Register |
| December 16, 2026 9:15 AM to 5:00 PM |
Dallas Fort Worth (Hurst, TX) | $425.00 | Register |
What are the prerequisites for this course?
This course is designed for students who already have a basic understanding of Excel (such as entering data and simple formulas) but want to master data analysis. No prior experience with Pivot Tables is required, as the course starts with the fundamentals of data normalization and table structures.
Will I learn how to create interactive dashboards?
Yes. A core component of the master class is learning how to combine Pivot Tables, Pivot Charts, Slicers, and Timelines to build dynamic, interactive dashboards that allow users to filter and visualize data in real-time.
Will I learn how to perform calculations within a Pivot Table?
Yes. You will explore advanced calculation options, including "Show Values As" (for percentages and running totals) as well as creating Calculated Fields and Calculated Items to perform custom math within your reports.
What is the difference between a Pivot Table and a Pivot Chart?
A Pivot Table is used to summarize and calculate large amounts of raw data into a readable format. A Pivot Chart is the visual representation of that summary. This course teaches you how to master both to tell a complete story with your data
Are practice files included?
Absolutely. The course includes downloadable Excel workbooks and data sets. You will be able to follow along with each lesson and complete specific case studies and practice questions to reinforce your learning.
Does the course cover data preparation?
Yes. Before diving into Pivot Tables, the course covers how to "clean" and normalize your data. You will learn why using Excel Tables (Ctrl + T) is essential for creating dynamic reports that update automatically when new data is added.
Does this class qualify for CPE credits?
Yes! This class is accredited through the Texas State Board of Public Accountancy and earns 8 CPE (Continuing Professional Education) credits. You will receive a certificate of completion at the end of class.
Is there a live online option?
Yes. We offer this class in both in-person Dallas Fort Worth, Houston, Austin, Oklahoma City and live online formats. The online class is always led by a live instructor — not a pre-recorded video.
What do I need to bring to the in-person class?
Nothing! We provide a full-size training computer, class materials, and snacks and drinks throughout the day. Just bring yourself.
What materials do I take home after class?
You'll leave with the Excel practice file used during class and a student handbook so you can continue practicing on your own schedule.
How big are the public classes?
In-person public classes are small — up to 6 students — so you get plenty of individual attention from the instructor.
Can my whole team take this class together?
Absolutely. We offer private group training tailored to your team's schedule, location, and skill level.
Is the training hands-on or lecture-based?
Yes. Our classes are highly interactive with guided labs and exercises so participants practice every concept rather than just watching demonstrations.
I have more questions?
Our AI Chatbot has a wealth of knowledge and can answer most standards questions. Feel free to use our AI Chatbot in bottom right of the screen, feel free to use our Contact Form, and feel free to call us at 817-841-9560.
Got More Questions?
We are here to help! Call us at 817-841-9560 or use our Contact Form to get in touch with us.
