PivotTable Mastery Transform Your Financial Data Analysis
Date:
Wednesday
November 5, 2025
Time:
10:00 AM PST | 01:00 PM EST
Duration: 60 Minutes
Instructor: Ray Evans
Webinar Id: 804853
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
Speaker Profile
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
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