A pivot table training exercise. If you know pivot tables - test your knowledge. If you are new to pivot tables, this will help you understand and use them.Completing this exercise will make you knowledgeable. Good Luck!
So You Think You Know
Excel Pivot Tables?
Why Pivot Tables?
If you use Excel for managing and analyzing
information – Pivot Tables understanding is
Pivot Tables allows you to summarize and
efficiently analyze large amounts of data
Data for pivot table analysis must be
structured in a “database or list” format
Show me more…
8/29/2013 2Don Tomoff | Invenio Advisors LLC
Pivot Table Exercise
I prepared a dataset (bank closings detail
from .gov website) and posed 10 questions
where analysis is necessary
The Excel worksheet (download here) and a
Solution set (available here) have been
Work through the problems – if you are well
versed in PT’s, DON’T use the solution.
Otherwise USE it (the idea is too learn, not
8/29/2013 Don Tomoff | Invenio Advisors LLC 3
Comments I Have Received…
“Great tool! I learned quite a bit and the solution
set was a helpful addition!”
“Thanks for putting this together. I have passed
it around the office – everyone should do this
exercise if they want to better understand pivot
“Awesome. I learned more in an hour than any
class I have attended!”
“Seriously? Anybody that claims to be proficient
with Excel should complete this exercise!”
8/29/2013 Don Tomoff | Invenio Advisors LLC 4
Data Analysis Project….xlsm
8/29/2013 Don Tomoff | Invenio Advisors LLC 5
I would love to get your thoughts on the
process. What did you like? Dislike?
If you have suggestions for improvement, or
just comments, let me know.
Click here to complete a quick survey
(Promise!) and send me a note – thank you!
8/29/2013 Don Tomoff | Invenio Advisors LLC 7
8/29/2013 Don Tomoff | Invenio Advisors LLC 8
Donald R. Tomoff, CPA, MBA
Invenio Advisors LLC (Overview)
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