Getting started with Excel's GROUPBY() and PIVOTBY() functions

This webinar offers an introduction to the powerful GROUPBY() and PIVOTBY() functions in Excel, designed to enhance your data summarization capabilities. We'll explore these dynamic array functions that bring the flexibility of data manipulation to your spreadsheets, enabling you to create sophisticated data summaries without the manual overhead of traditional PivotTables.

Recording & downloads

• A recording will be made available after the event.
• Download files will be shared at the time of the event.

By the end of this free online training, you’ll be able to:

• Understand and apply the GROUPBY() function to aggregate and summarize data dynamically.
• Utilize the PIVOTBY() function to flexibly display data across both rows and columns for comprehensive analysis.
• Use Copilot and Python to automate the production of formula-driven PivotTables via generative AI.
  

Who this is for

Typical job titles might include:

• Data analysts
• Financial analysts
• Marketing coordinators
• Accountants
• Controllers
• Operations analysts

Prerequisites

Participants should have a basic understanding of Excel functions such as IF()/IFS()/SUMIFS(), lookup functions like VLOOKUP() or XLOOKUP(), and experience with summarizing data using PivotTables. This workshop is best attended on a PC with Excel for Microsoft 365.

GROUPBY() and PIVOTBY() are newer functions in Excel, so please confirm you have them available in particular.

About your instructor

George Mount is the founder of Stringfest Analytics. He has over 10 years of experience in data analytics and holds master’s degrees in both finance and information systems from Case Western Reserve University. George is the author of Advancing into Analytics: From Excel to Python and R (O’Reilly, 2021) and Modern Data Analytics in Excel: Using Power Query, Power Pivot, and More for Enhanced Data Analytics (O'Reilly, 2024). He is a recipient of the Most Valuable Professional (MVP) award from Microsoft for technical excellence & community advocacy.

I look forward to seeing you at the event!

If your team is looking for custom training in Modern Excel, check out my corporate workshops.