Microsoft Excel PivotTables: Basics of Data Analysis for Business Insights
Learn to build PivotTables from raw data, summarize and group it, filter with slicers, create PivotCharts and refresh reports so you can answer business questions quickly.
Speaker
Josh Valdeleon
BI and data engineering consultant · Microsoft MVP (Developer Technologies)
Overview
PivotTables are one of the quickest ways to make sense of a large dataset in Microsoft Excel, and they don't need complex formulas. This 60-minute Excel PivotTables training covers the basics of data analysis for business insights.
Through guided examples, you'll prepare and structure data, build a PivotTable step by step, and arrange fields into rows, columns and values. You'll then calculate sums, counts and averages, filter with slicers, group dates and categories, and format the results into a clear report.
The session also shows how to create PivotCharts and refresh a PivotTable when new data arrives, so you can answer questions about trends, totals and comparisons with confidence.
Why attend: Professionals need fast ways to analyze data without relying on specialist tools. This webinar shows you how to pull insights from your data in minutes with Excel PivotTables, saving time and supporting better decisions. It suits business, beginner data and finance analysts, sales and marketing staff, operations and administrative teams, project managers, students and anyone who works with data in Excel and wants to turn raw data into useful reports.
What’s covered
- Excel data analysis concepts
- Preparing and structuring data for PivotTables
- Creating a PivotTable step by step
- PivotTable fields and layout
- Calculations: sum, count and average
- Filtering data with slicers
- Grouping data, such as dates and categories
- Formatting and customizing reports
- Creating PivotCharts
- Practical business use cases and examples
- Tips and best practices for efficient analysis
Who should attend
What you get
About the 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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