Excel Essentials: Pivot Tables in One Hour: Quickly Summarize and Analyze your Data
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Speaker : BOB UMLAS
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When : Tuesday, August 19, 2025
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Time : 01 : 00 PM EST
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Bob Umlas worked for a major tax and accounting firm, using Microsoft Excel® 8 hours a day, writing custom applications for staff and clients from 1998 to 2018.
He has been using Excel since 1986 - version 0.99 (on the Macintosh)! He was a contributing editor to Inside Microsoft Excel for many years, a magazine devoted exclusively to Microsoft Excel and published by The Cobb Group and later Ziff-Davis. At the time, most issues contain either an article by Mr. Umlas on using VBA (Visual Basic for Applications) or some tip or technique from him on using Excel. He has had more than 300 articles published on subjects ranging from beginner to advanced macros, and on tips, shortcuts, and general techniques using virtually all aspects of Excel.
Mr. Umlas was voted an “MVP” (Most Valuable Professional) by Microsoft each year from 1994-2018 (25 years!) for his contributions to the various online Forums about Excel and is known world-wide for his contributions in Excel. As an MVP, he met yearly with his fellow-MVPs at Microsoft’s headquarters in Redmond, where he had access to the product developers. He has been a beta tester for new versions of Excel since version 1.5, and was asked by Microsoft for his input for newer versions of Excel. In 1995 he led a session called "Maximizing Excel Development Using Array Formulas" at Microsoft's Tech Ed Conference in New Orleans, and he led a session called Tips and Tricks at a Microsoft convention in New York City. He has hosted London’s Global Excel Summit each year since 2021, and in person in 2024, as well as led a session on tips and tricks. He also led a session on tips and tricks at the Las Vegas’ Financial Modeling World Championship in December, 2023. He has led online sessions all over the world including Africa, India, England, Canada and of course, the USA.
He is also the author of “This isn’t Excel, it’s Magic!” which is available from http://www.iil.com/publishing as well as from Amazon.com. Another book, “Excel Outside the Box” is available from http://www.mrexcel.com and is for the very advanced Excel user. Another book, “More Excel Outside the Box” is also available from mrexcel.com. One more, “Cool Excel Sh*t” is more tips & tricks. Lastly, published for Kindle, is “Excel Preschool: Understanding Microsoft Excel, finally!” – a book for the very beginner!
He is also the technical editor of many of Bill Jelen’s books.
Mr. Umlas used to co-lead the New York PC User's group on Excel every month for about 20 years. He started leading this group again in 2018. He has been teaching Excel to individuals and corporations for several years.
At the completion of the 2013 world Excel Modeloff competition on 12/8/13, this was noted (see the last sentence): “The winners were announced at Microsoft’s Manhattan offices Sunday afternoon. Four teams of finalists competed in four rounds of Excel Golf, trying to get the shortest formula to solve four particular problems. The Australia/New Zealand team won this event, sharing a $4000 prize. I’ll note that Excel MVP Bob Umlas was in the audience and twice offered formulas that were shorter than the winning formula”
This webinar is an in-depth session aimed at equipping participants with the skills to transform raw data into meaningful insights using one of Excel’s most powerful features. The session begins with an introduction to PivotTables, explaining their purpose and the types of problems they solve. Participants learn how to create a basic Pivot Table by selecting a dataset and choosing the fields to include. The instructor demonstrates how to organize data by dragging and dropping fields into rows, columns, and values, showing how to instantly summarize data through sums, averages, counts, and percentages.
The webinar then explores customization options to tailor PivotTables to specific analytical needs. This might include sorting and filtering data, grouping values such as dates or numbers into ranges, and using slicers and timelines for more interactive filtering. Advanced topics cover calculated fields and items, which allow users to create custom calculations within their PivotTables, adding a layer of sophistication to the analysis. Participants also learn how to apply formatting options to make their PivotTables more readable and visually appealing, such as adjusting layouts, applying styles, and using conditional formatting to highlight key trends or outliers.
Areas Covered
Introduction to PivotTables:
- Overview of PivotTables and their purpose
- Benefits of using PivotTables for data analysis
- Setting up data for PivotTable creation
- Creating and Customizing PivotTables
- Steps to create a basic PivotTable
- Organizing data: rows, columns, values, and filters
- Sorting, filtering, and grouping data
- Using slicers and timelines for interactive filtering
- Advanced Features
- Calculated fields and items for custom calculations
- Formatting and Visualization
- Applying styles and layouts for readability
- Using conditional formatting in PivotTables
- Integrating PivotTables with PivotCharts
Who Should Attend
Anyone using Excel
Why Should You Attend
Attending a webinar on PivotTables in Excel can transform the way you analyze and manage data, making it an essential learning opportunity for professionals dealing with large datasets. PivotTables are one of Excel’s most powerful tools, allowing you to summarize, organize, and interpret data with ease. By attending a webinar, you’ll gain a deeper understanding of how to use PivotTables effectively, from creating them to customizing their layout for specific needs.
The webinar will cover how to group data dynamically, calculate summaries like averages or percentages, and filter information without altering the original dataset. These capabilities are invaluable for generating insights quickly, identifying trends, and making data-driven decisions. Additionally, you’ll learn advanced techniques, such as using slicers for interactive data exploration, creating calculated fields for more complex analysis, and integrating PivotTables with PivotCharts for better data visualization.
Ultimately, a PivotTable webinar equips you with the skills to work smarter, save time, and present your data in a meaningful way, making it an invaluable resource for professionals in any industry.
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$160.00
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