Building a Reporting Tool with Pivot Tables in Excel

Live Webinar or Recording

November 20, 2025, 2:00 pm - 3:40 pm Eastern

Credit: CPE: 2, ATATX: 1.5, ATAAA: 1.5, ATAOP: 1.5, IAAP: 1 (Live Only)

Unlock the power of Excel's data analysis and Business Intelligence (BI) toolkit with Pivot Tables. Whether you're aiming to construct dynamic dashboards, conduct in-depth data analysis, or streamline data summaries for personal or business purposes, Pivot Tables are your key to success.

In just a few clicks, without the need for complex formulas, you can effortlessly generate insightful reports, dynamic dashboards, and informative charts. These tools empower you to summarize, analyze, interpret, and gain a deeper understanding of your data, enabling you to uncover trends and derive answers to critical questions that drive your key business decisions.

Despite their reputation for complexity, Pivot Tables are surprisingly accessible and user-friendly. Join our training session to demystify their usage and learn how to create them effectively.

Your Benefits For Attending

• Harness the full potential of Pivot Tables to transform raw data into meaningful and enlightening reports and summaries.
• Learn the optimal data structuring techniques to maximize the effectiveness of Pivot Tables.
• Master the art of designing and formatting Pivot Table reports for clarity and comprehension.
• Explore diverse data summarization methods, including totals, counts, and percentages.
• Convert Pivot Tables into visually engaging charts.

Why You Should Attend

Pivot Tables are indispensable tools for professionals across a spectrum of industries, from global enterprises to burgeoning startups and small businesses.

Acquiring the skill of creating Pivot Tables is a must for anyone seeking to leverage Excel for rapid report and summary development. This training will equip you with a strong foundation to build your own Pivot Tables and reports.

Topics Covered

• Use cases: Identifying scenarios where Pivot Tables shine
• Raw data best practices: What to do and what to avoid
• Create Pivot Tables effortlessly with a few simple clicks
• Data summarization techniques: Totals, counts, and percentages
• Apply formatting for enhanced readability and comprehension
• Arrange Pivot Table data alphabetically or numerically
• Visualize Pivot Table data through charts and graphs
• Managing updates when source data changes
• Using Slicers to Slice, Dice and Filter your data
• GETPIVOTDATA – What is it, when to use it and when to avoid it

Who Should Attend

This training is suitable for individuals who want to harness the power of Pivot Tables in Excel, whether you aim to swiftly create reports and summaries or simply enhance your Excel proficiency.

You don't need advanced Excel skills to participate; if you can create basic worksheets, copy and paste, and apply fundamental formatting to cells, you'll be able to follow along.

The training will be conducted using the latest version of Excel for Windows, although much of the functionality is applicable to earlier Excel versions.

Guest Speaker: Mike Thomas

Level: Basic

Format: Live Webcast

Field of Study: Computer Software & Applications

Program Prerequisites: None

Advanced Preparation: None

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or training@auroratrainingadvantage.com.

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in administrative.

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in operations.

Aurora Training Advantage has reviewed the content of this program and believes it aligns with the CAP Body of Knowledge. We estimate this program may qualify for 1 recertification point(s), based on 1 point per 1 hour of eligible training. Final determination of applicability rests with the CAP designee, who is responsible for documenting alignment for recertification purposes.