Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

So You Know Excel Pivot Tables?


Published on

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!

Published in: Technology
  • Be the first to comment

So You Know Excel Pivot Tables?

  1. 1. So You Think You Know Excel Pivot Tables? August 2013
  2. 2. Why Pivot Tables?  If you use Excel for managing and analyzing information – Pivot Tables understanding is KEY!  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
  3. 3. 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 prepared.  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 kill time…) 8/29/2013 Don Tomoff | Invenio Advisors LLC 3
  4. 4. 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 tables.”  “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
  5. 5. Data Analysis Project….xlsm 8/29/2013 Don Tomoff | Invenio Advisors LLC 5
  6. 6. Solution Set… 8/29/2013 Don Tomoff | Invenio Advisors LLC 6
  7. 7. Provide Input  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. 8. Contact Information 8/29/2013 Don Tomoff | Invenio Advisors LLC 8 Donald R. Tomoff, CPA, MBA Director Invenio Advisors LLC (Overview) E Connect LinkedIn Twitter (@dtomoffcpa) Company LinkedIn Facebook Twitter (@invenioadvisors)