Overview:
Transform your financial data analysis with next-level PivotTable techniques!
In this dynamic session, Ray will reveal professional methods to create interactive reports and dashboards that bring your accounting, banking, and financial data to life.
What You'll Master:
- Time Intelligence - Slice financial data effortlessly with Timeline Filters
- Visual Storytelling - Create compelling PivotCharts that reveal trends at a glance
- Interactive Analysis - Master Slicers to build user-friendly financial reports
- Dashboard Magic - Combine PivotTables, Charts & Slicers in unified views
- Advanced Calculations - Unlock Value Field Settings for sophisticated financial metrics
- Presentation Perfection - Apply professional formatting to summary values
- Power User Secrets - Discover techniques that separate beginners from experts
Perfect For:
- Financial Analysts & Accountants
- Banking Professionals & Auditors
- Bookkeepers & Finance Managers
- Crypto Traders & Market Analysts
- Anyone who needs to present financial data clearly
Elevate your reports from static tables to dynamic financial dashboards that impress stakeholders and save you hours of manual work.
"In today's data-driven world, the best financial insights come from interactive analysis - let me show you how." - Ray
Why should you Attend:
Why This Webinar Stands Out:
Live Dashboard Build - Watch Ray create an interactive financial dashboard from scratch
Pro Tips - Learn tricks most users never discover
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:
- Timeline Filter
- PivotCharts
- PivotTable Slicers to Filter Data and Charts with Visual Interface
- Combine PivotTable, Chart and Slicers in 1 View
- Value Field Setting Calculations - the Next Level in PivotTables
- Summary Value Calculations and Format
- Techniques to Become a PivotTable Power User
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 blends a professional, easy-going style with a strong grasp of adult learning-shown in his broad mix of classroom, seminar, workshop, and live-online delivery, plus the practical materials that support them.
Backed by Microsoft certifications, he teaches more than 2,500 topics across Artificial Intelligence, Copilot, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher.
He also holds qualifications in Frontline Management, Accounting, Training and Assessment, and is certified in Six Sigma business-improvement methodology.
Since 1990, Ray has trained over 40,000 students, business owners, and executives and authored extensive training and procedural documents, complex reports, and engaging web content-demonstrating strong communication skills and exceptional knowledge transfer.
To provide the best learning and knowledge retention experience for attendees, Ray’s unique and engaging webinars replicate the in-person classroom experience and include:
A comprehensive step-by-step Learning Guide
Demonstrations and practical exercises
Exercise files; and
Productivity techniques