PivotTable Mastery Transform Your Financial Data Analysis

MentorHealth
Date: Wednesday November 5, 2025
Time:

10:00 AM PST | 01:00 PM EST

Duration: 60 Minutes
Instructor: Ray Evans 
Webinar Id: 804853
28 Days Left To Register

 Live 

$139.
One Attendee
$299.
Unlimited Attendees

Recorded

$179.
One Attendee
$379.
Unlimited Attendees ?

Combo

Live + Recorded
$269 $318  
One Attendee
Live + Recorded
$599 $678  
Unlimited Attendees ?

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 professional and relaxed style reflects his thorough understanding of adult learning principles and is demonstrated through his diverse range of classroom, seminar, workshop and online delivery services and instructional materials.

With Microsoft Certifications, he has mastered over 2500 topics to advanced level in Artificial Intelligence, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio and Publisher.

Ray has qualifications in Frontline Management, Accounting, Training, and Assessment and is certified in Six Sigma business improvement methodology.

Having trained over 40,000 students, business owners and executives since 1990 and authored a wide range of training and procedural documentation, complex reports and engaging internet content, Ray has demonstrated strong ability in key communication styles and knowledge transfer.


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