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PivotTable Mastery Transform Your Financial Data Analysis

Wednesday,
November 5, 2025
Time:
10:00 AM PST | 01:00 PM EST
Duration:
60 Minutes
Webinar Id:
38693
Register Now

Live Version

$149. One Participant
$299. Group Attendees

Recorded Version

$199. One Participant
$399. Group Attendees

Combo Offers

Live + Recorded
$299 $348   One Participant

Live + Recorded
$599 $698   Group Attendees

Group Attendees: Any number of participants

Recorded Version: Unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

Overview:

Unlock the true power of PivotTables to revolutionize how you analyze financial data!

In this hands-on session, Ray will guide you through professional techniques to turn raw numbers into actionable insights - perfect for accounting, banking, and financial reporting.

What You'll Learn:
  • PivotTable Fundamentals - Core features that make this tool indispensable
  • Smart Data Exploration - Refresh and analyze datasets with ease
  • Ribbon Command Mastery - Navigate Analyze & Design tabs like a pro
  • From Blank to Brilliant - Build PivotTable shells and full reports efficiently
  • Field Management - Add, remove, and rearrange data points on the fly
  • Visual Polish - Format PivotTables for professional presentations
  • Data Filtering Magic - Slice information by columns, rows, and custom criteria
  • Sorting Strategies - Organize financial data for maximum clarity

Industry-Specific Examples - Banking reports, accounting summaries, and crypto tracking

In just 60 minutes, you'll gain skills that will permanently change how you work with financial data. PivotTables aren't just another Excel feature - they're your shortcut to professional-grade analysis.

"The difference between data and insights? A well-built PivotTable. Let me show you how." - Ray

"This isn't just about making charts it's about crafting visual stories that drive financial decisions."

Why should you Attend:
Live Demonstrations - See PivotTables built from scratch using real financial data

Interactive Q&A - Get your specific PivotTable questions answered

Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.

  • Harness the full potential of your software investment
  • Time-Efficient Power Learning with Focused Topics
  • Practical Hands-On Skill Enhancement with High Retention
  • Supporting Resources, Learning Guide and Practice Files
  • Improved Productivity, Quality and Error Minimisation
  • Up-to-Date Current Knowledge Transfer
  • Professional Development Recognised for Career Advancement
  • Interactive Experience Through Chat and Live Interaction
  • Rapid Return on Investment

Areas Covered in the Session:
  • PivotTable Features and Techniques
  • Essential PivotTable Options
  • Explore and Refresh Data in a PivotTable Example
  • PivotTable Ribbons and Commands
  • PivotTable Tools - Analyze and Design Ribbon
  • Create a PivotTable Shell
  • Create a PivotTable
  • Switch, Delete and Add PivotTable Fields
  • Manage PivotTable Structure, Format and appearance
  • Column and Row Filters
  • Sort Data in a PivotTable

Who Will Benefit:
  • Anyone using Artificial Intelligence and Microsoft Office from fields including Government, Business, Education, Accounting, Banking, Finance, Investment, Bookkeeping, Consulting, Tourism, Hospitality etc
Instructor:

Ray Evans professional and relaxed style reflects his thorough understanding of adult learning principles and is demonstrated through his diverse range of classroom, seminar, workshop and online delivery services and instructional materials.

With Microsoft Certifications, he has mastered over 2500 topics to advanced level in Artificial Intelligence, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio and Publisher.

Ray has qualifications in Frontline Management, Accounting, Training, and Assessment and is certified in Six Sigma business improvement methodology.

Having trained over 40,000 students, business owners and executives since 1990 and authored a wide range of training and procedural documentation, complex reports and engaging internet content, Ray has demonstrated strong ability in key communication styles and knowledge transfer.


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