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Pivot Tables can summarize your data in Microsoft Excel and save you hours of time and effort. This program will provide an overview of pivot tables, including what they are, how to set up your data to create them, the parts of the pivot table window and how they interact and how to overcome some of the common issues people experience. You’ll learn how to format your pivot tables so they display the data precisely the way you need and discover the options you can modify to work with your data with ease.


Attendees will learn: 

  • What a pivot table is designed to do?
  • How to set up a pivot table?
  • How to organize your pivot table data?
  • How to separate your data by page and then by worksheet?
  • How to apply appropriate formatting to your data table fields?
  • How to change what data is included, such as subtotals and grand totals with one click ease?
  • What to do when the pivot table is not automatically refreshing?
  • Why it is important to set your data up correctly in the first place to minimize issues with your pivot tables?


Individuals who attend this training will become more efficient with Microsoft Excel and discover the power of Pivot Tables in manipulating and summarizing their data. Take advantage of the full functionality of this feature of Excel. The training will be delivered using Office 365 (2019) for Windows although, for users of earlier versions, the functionality is available in Office 2010/2013/2016.


  • Creating pivot tables
  • Selecting your data source
  • The fields available to use in pivot tables
  • Settings to modify those fields
  • Applying to format to sections
  • Slicers and timelines
  • Creating basic calculated fields 
  • Adding and removing subtotals and grand totals
  • Including blank lines in your data
  • Pivot table formatting


Any office professional who works with large amounts of Excel data.


Marie Herman CAP, OM, ACS, MOSM, conducts seminars and workshops around the world on technology and professional development topics. She leads online study groups for a variety of certification programs, including the Certified Administrative Professional exam and the Microsoft Office Specialist Master program. She writes a regular feature in Executive Secretary Magazine and has hosted multiple #adminchats.

She worked as an administrative professional for several decades, with past positions including support of the chief technology officer of the Fermi National Accelerator Lab and the Chairman Emeritus of ServiceMaster, a Fortune 1000 company. She has been a member of the International Association of Administrative Professionals (IAAP) since 1997, serving in a variety of leadership and other roles. In addition to being a Certified Administrative Professional with an Organizational Management specialty, she is also a Microsoft Office Specialist, certified at the master level in multiple versions of Microsoft Office.

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