Efficient Excel: Pivot Tables, List Management and Mastering Lookup Tools

Session 1: Mastering Excel Pivot Tables For Creating Quick & Meaningful Reports

Pre-recorded Webinar (Instant Access)

Speaker: Mike Thomas

Duration: 60  minutes

Webinar Description

From global enterprises to early-stage startups and small businesses, people everywhere use Pivot Tables to summarize and understand their data. Learning how to create Pivot Tables is one of the must have skills for anyone who needs to use Excel to quickly build reports and summaries.

Whether you need to build an Excel-based dashboard, perform some serious data analysis, or simply summarize data for a personal project, Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) toolkit.

With just a few clicks of the mouse (and no complicated formulas!) you can quickly and easily build the reports, dashboards and charts that help you to summarize, analyze, interpret and understand your data which in turn helps you to spot trends and get answers to the important questions on which you base your key business decisions.

Pivot Tables have a reputation for being complicated and scary but by attending this session, you’ll be pleasantly surprised at how easy it is to use and create them. This webinar will provide you with a solid foundation that you can use to build your own pivot tables and reports.

Webinar Objectives

• Use Pivot Tables to turn raw data into meaningful and insightful reports and summaries
• Structure your raw data in the right way
• Design and format your Pivot Table reports so that they are easy to read and understand
• Summarize your data in different ways including totals, counts and percentages
• Convert a Pivot Table into a chart

Webinar Highlights

• Use cases: Why and when you should use a Pivot Table
• Your raw data - do’s and don’ts
• Create a simple Pivot Table with a few mouse clicks
• Different ways to summarize your data - total, count and percent
• Apply formatting to a Pivot Table to make it easy to read and understand
• Display Pivot Table data in alphabetical or numerical order
• Represent the Pivot Table data as a chart/graph
• How to update a Pivot Table when the source data changes

Session 2: Excel - Importing and Managing List-Based Data

Pre-recorded Webinar (Instant Access)

Duration - 60 minutes

Speaker - Mike Thomas

Webinar Description

If you think that Excel is all about working with numbers, then think again. More and more people are turning to Excel to help them to manage list-based data.

Whether it's lists of employees, lists of equipment, lists of training courses or anything else, Excel contains a whole array of features designed to help you to manage your list-based data.

Features such as sorting alphabetically, numerically or chronologically, filtering to display only certain items, breaking single column lists into multiple columns, removing duplicates.

In the modern world, most Excel-based lists start life outside Excel, in a database for example. This webinar will teach you how to import data into Excel and how to keep it up to date.

If you manage list-based data in Excel and want to learn some best practice techniques for working with this type of data, this session is for you.

Webinar Highlights

• Importing list-based data into Excel from a variety of external sources
• Sorting a list of items into alphabetical, numerical or chronological order
• Using List Filters to display only those items matching a given criteria
• Use Flash Fill to quickly create a list
• Convert a single-column list into multiple columns
• Remove duplicate values from a list
• Converting a list into a Table – the why and how

Session 3: VLOOKUP, HLOOKUP & XLOOKUP - Master Them All To Increase Productivity

Pre-recorded Webinar (Instant Access)

Duration - 60 minutes

Speaker - Mike Thomas

Webinar Description

"How do I look up a value in list ONE and pick up a related value from list TWO"

"How do I avoid my lookup formula displaying an ugly error when it can't find a match?"

"I've heard of VLOOKUP but what's HLOOKUP and what’s XLOOKUP?"

These are just a few of the questions I get asked on a regular basis. You can get the answers to these questions (and more) by attending this training session dedicated to mastering the various lookup functions that are built into Excel.

Webinar Objectives

VLOOKUP, HLOOKUP, XLOOKUP are some of the most well-known (and most useful) formulas in Excel. Used properly, they will help you to improve the accuracy and integrity of your Excel workbooks, save a ton of time and minimize data entry errors.

Webinar Highlights

• VLOOKUP v HLOOKUP v XLOOKUP
• How to construct and use the LOOKUP functions
• TRUE and FALSE – the 4th VLOOKUP parameter demystified
• Tables – the key to future-proofing LOOKUP
• How to avoid #NA
• INDEX/MATCH v LOOKUP

Who Should Attend

All users of Microsoft Excel