Microsoft Excel PivotTables: Basics of Data Analysis for Business Insights

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Josh Valdeleon

Speaker: Josh Valdeleon

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Date
17 July, 2026 (Friday)
Time
10:00 AM PDT | 01:00 PM EDT
Duration
60 Minutes

Overview

This workshop introduces participants to the fundamentals of data analysis using Microsoft Excel, with a focus on PivotTables as a powerful and practical tool. Participants will learn how to quickly summarize, analyze, and visualize large datasets without complex formulas. The session demonstrates how PivotTables can help answer common business questions such as trends, totals, comparisons, and key performance insights. Through guided examples, attendees will understand how to transform raw data into meaningful reports. By the end of the workshop, participants will gain confidence in using PivotTables to make better, data-driven decisions in their daily work.

Area Covered

  • Introduction to Excel data analysis concepts
  • Preparing and structuring data for PivotTables
  • Creating a PivotTable step-by-step
  • Understanding PivotTable fields and layout
  • Performing calculations (sum, count, average)
  • Filtering and slicing data using slicers
  • Grouping data (e.g., dates, categories)
  • Formatting and customizing reports
  • Creating PivotCharts for visualization
  • Practical business use cases and examples
  • Tips and best practices for efficient analysis

Why Should You Attend

In today’s data-driven environment, professionals need quick and efficient ways to analyze information without relying on complex tools. This webinar will empower attendees to use Excel PivotTables to extract insights from data in minutes, saving time and improving decision-making. It is ideal for anyone who wants to turn raw data into meaningful reports without advanced technical skills.

Who Will Benefit?

  • Business Analysts
  • Data Analysts (Beginner level)
  • Finance Professionals
  • Sales and Marketing Executives
  • Operations and Administrative Staff
  • Project Managers
  • Students and fresh graduates
  • Anyone working with data in Excel who wants to improve efficiency

Speaker

Josh Valdeleon works as a consultant focusing on business intelligence (BI) and data engineering projects. He’s been in the data field for more than 6 years now. He helps organizations in establishing and improving their data ecosystems and he also conducts learning workshops to empower organizations in managing and analysing their data. Last year, he was recognized by Microsoft as one of its Most Valuable Professionals (MVP) under Developer Technologies category.

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