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Mastering EXCEL Pivot Tables
ARIVA Academy Philippines, Inc.

Wouldn’t it be great to learn how to effectively use all the advanced

Excel pivot table features? In this practical and information-packed course, you’ll see how to maximize this program’s functions and capabilities.

Most organizations rely heavily on Microsoft Excel pivot tables to analyze

and report financial information. Your company is probably no exception.

By learning these advanced techniques, you can become more valuable to your organization. 

You’ll see how to work with the numerous pivot table options and

system settings to become skilled in developing useful analysis models

and reports within your company. Impress your coworkers by learning how

to create functional and eye-catching interactive dashboards using a combination of pivot tables, Pivot Charts, and Slicers. You’ll discover advanced techniques for pivot tables, like creating Timelines, calculated fields, and calculated items. You’ll learn how to use Excel’s Table function

to efficiently manage changes to the pivot table’s source data in order to avoid reporting mistakes when data is added or deleted.

Whether you’re new to pivot tables, need a refresher, or want to become

the pivot table guru within your organization, this course is for you!

Mastering EXCEL Pivot Tables

How to Crunch Numbers Like an Expert

March 12, 2020

8:00 AM to 5:30 PM

Marco Polo Ortigas Manila

Meralco Avenue and Sapphire Street Ortigas Centre,

San Antonio, Pasig City, Philippines


(02) 8877-6502 | (02) 8832-1409

(Globe) 0917-3257870

(Smart) 0919-6142598

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Leaning Session Description

In this learning session, we will explore the world of Pivot Tables, and learn how to quickly organize thousands of datapoints with just a few clicks of the mouse. Participants will learn techniques such as sorting, subtotaling, and filtering data using real world examples. By the end of the course, participants will be able to create custom pivot tables with datasets of any size!

Leaning Session Description

The specific objectives of this unique fun-filled learning experience are:

  • To use basic Pivot Tables in Excel
  • To analyze large sets of information
  • To use Excel more efficiently
  • To structure information more effectively
Leaning Session Objectives

Key benefits from attending this learning session

In this course, your organization will be able to:

  • Analyze large sets of information quickly and easily using Excel Pivot Tables
  • Understand their business information better
  • Create more valuable insights for company’s decision-making process 

In this course, your participants will be able to: 

Learn everything they need to know about Excel spreadsheets for a career in corporate finance and investment banking; Master keyboard shortcuts, functions, and formulas to save time and speed up their modeling skills; Follow industry-leading best practices; Simulate on-the-job analyst training

Leaning Session Objectives

This session is suitable to a wide range of professionals but will greatly benefit:

  • Somebody that uses Excel on a regular basis
  • Has a desire to analyze data in Excel
  • Works with large sets of information or maintains information on their own
Leaning Session Outline

Session 1: Pivot Table Concepts

Participants will develop a solid understanding of the requirements to use pivot tables. Foundational elements participants need to understand to get the most out of pivot tables will be covered as well as the sometimes-intimidating Pivot Table Fields task pane and pivot table-specific Ribbon tabs.

Session 2: Creating a Pivot Table

Not all data is created equal. Participants will learn what’s required to make sure data is organized well enough to be used in a pivot table. Example of a very common issue that occurs when the source data changes or expands will be provided, and how to easily eliminate that issue in just a few quick clicks of the mouse.

Session 3: Pivot Table Analyze and Design Tabs

Working efficiently with pivot tables requires knowing where to find the proper pivot table feature without searching high and low for it. Most pivot table features reside on one of the two pivot table-specific Ribbon tabs. Knowing how the different features are grouped and what each one provides is a must.

Session 4: Pivot Table Formatting Inside and Out

Formatting a pivot table report can be challenging if participants do not know all the secrets. As such, how to format cells and numbers, as well as how to handle empty cells or errors in the source data will be discussed. In addition, participants will get some exposure to renaming fields and how to sort and filter data within the pivot table report.

Session 5: Pivot Table Options and Field Settings 

Most users are not aware there are certain options and settings that provide little-known but extremely useful features. Most of these features are accessed through the pivot table Ribbon tabs, but some are not. For this reason, how to use some of the more obscure settings in the Pivot Table Options and Field Settings dialog boxes will be covered.

Session 6: Value Field Settings

Similar to the Field Settings, the Values section of a pivot table report have unique settings and summarization options. For most people, simply summing or counting the data within the Values section is enough. But once participants learn how to use these lesser-known settings, they will go from an average pivot table user to an expert.

Session 7: Grouping Pivot Table Fields

A pivot table is ideal for analyzing and summarizing data. By default, the table does an excellent job at summarizing the data within the various fields, but there is a way to summarize the data even further. Participants will group ordinary pivot table fields, which will create new fields that they can use within the pivot table or as a Slicer. In addition, participants will learn how to expand and collapse fields to help in summarizing the pivot table data.

Session 8: Data Integrity Checks and Report Filters

A pivot table is a great way to locate data anomalies in large data sets that would otherwise be hard to find scanning through the source table. In addition, the proper use of report filters can assist in any data investigation, as well as providing a great tool to create multiple reports from a single pivot table report.

Session 9: Cloning a Pivot Table and the Wonderful World of Slicers

Pivot tables are extremely useful and flexible for data analysis and reporting. It’s easy to add, remove, or simply move fields to create different-looking reports from the same source data. Routinely, it’s necessary to create different versions of reports, but the best way to do so isn’t as straightforward as one might think.

Session 10: Calculating Fields and Items

Pivot tables are great for analyzing and reporting information, but they are limited in their functionality when your source data is missing needed information. Or, perhaps the information is not needed in the source data and is only needed for analysis for a short time. Excel’s Calculated Items and Fields feature provides a way to create items that are missing from the source data or needed for a one-time analysis.

Session 11: Working with Slicers and Pivot Charts

Pivot table is not complete without a Slicer and pivot chart. In order to create an effective dashboard, a pivot table and pivot chart controlled by multiple Slicers is a must. Creating and managing Slicers and Pivot Charts is really quite simple and a lot of fun.

Session 12: Timelines and Dashboard Development

There are many interactive tools and techniques available to make pivot tables and pivot charts fun to use. Similar to a Slicer, Excel offers a tool called Timelines. Timelines are available when a field available in your pivot table or chart is a date. Within a dashboard, using the Timeline feature can be useful and eye catching to the users.

Leaning Session Process

This session will utilize a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. This includes discussions, presentations and mini-exercises.

Learning Investment

Learning Investment for this 1-Day Learning Session:

Reserve your seats NOW and SAVE P2,000

(Pay on or before February 12, 2020)

Best Value Rate

P 6,998 + VAT

per Participant

(Group discount is given to 3 or more participants

from same organization.)

BFF Rate

P 7,998 + VAT

per Participant

(Minimum of 2 Participants)

Super Saver Rate

P 8,998 + VAT

per Participant

Pay on or before

February 12, 2020

Early Bird Rate

P 9,998 + VAT

per Participant

Pay on or before

February 29, 2020

Regular Rate

P 10,998 + VAT

per Participant


March 01, 2020


Enjoy a “Fun-filled” Learning experience, complete with session materials,

certificate of attendance and freebies! 

AM Snacks, Sumptuous Buffet Lunch and PM Snacks will be served!

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