Data Analytics Readiness Series: PivotTables

  • Monday, May 1, 2023 – Tuesday, April 30, 2024

  • 1.00
    Information Technology

This one-hour course will provide users with hands-on practice using PivotTables and Excel. Users will learn and apply skills to create, structure, and analyze data using PivotTables. The benefits and limitations of PivotTables will be discussed. Users will be introduced to Power Pivot and Online Analytics Processing within it.

This course is one in a ten-part certification series, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals, by Surgent IQ.


  • Understand the applicable Excel skills that will be required in making the transition to data analyst
  • Understand the uses, benefits, and limitations of PivotTables in Excel
  • Apply Excel skills to create, structure, and operate PivotTables using predefined data
  • Perform sorting, filtering, and calculations within PivotTables
  • Understand Online Analytical Processing and when it is used in Power Pivot


  • Fields in a PivotTable
  • Benefits of PivotTable
  • Contextual tabs for a PivotTable
  • Field setting dialog box
  • Value field setting dialog box
  • Pivot table options
  • Exercises- PivotTables
    • Creating a PivotTable
    • Grouping by date
    • Sorting a PivotTable
    • Filtering a PivotTable
    • Calculations in a PivotTable
    • Slicers and timelines
    • Introduces OLAP (Online Analytical Processing) pivot tables in Power Pivot

Additional Information

Designed For

Accountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas



Advanced Preparation

Install Power Pivot and Data Analysis ToolPak


1.00 Information Technology


Intermediate knowledge of Excel

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