Get 50% off with the coupon code COUPON50Pivot Tables - Excel
- Tuesday
- April
- 29
- 2025
Bob Umlas Overview:
A pivot table in Excel is a powerful tool for data analysis that allows users to quickly summarize, organize, and manipulate large datasets. It enables the transformation of raw data into meaningful reports by grouping, filtering, and performing calculations such as sums, averages, and counts. Users can easily rearrange data fields to view different perspectives and gain insights. Pivot tables streamline the process of identifying trends, patterns, and outliers, making them invaluable for efficient and effective data interpretation and decision-making.
Why you should Attend:
Attending a class on pivot tables in Excel equips individuals with essential skills to efficiently analyze and summarize large datasets. It enhances data interpretation, reporting capabilities, and decision-making processes. By mastering pivot tables, users can save time, reduce errors, and gain a competitive edge in data-driven tasks. This knowledge boosts productivity and opens up new professional opportunities in various fields.
FUD regarding Excel pivot tables aims to deter users by making them feel that pivot tables are too risky, uncertain, or inferior to other options. This can prevent individuals from exploring and benefiting from a powerful tool that, with some learning and practice, can significantly enhance their data analysis capabilities. Overcoming FUD involves educating users on the benefits, providing clear training resources, and demonstrating the practical advantages of using pivot tables in their workflows.
Areas Covered in the Session:
- Introduction to pivot tables
- Creating a pivot table
- Selecting and arranging data fields
- Grouping and ungrouping data
- Filtering and sorting data within a pivot table
- Using pivot table functions (sum, average, count, etc.)
- Customizing pivot table layout and design
- Adding calculated fields and items
- Refreshing and updating pivot tables
- Using slicers for interactive filtering
Who Will Benefit:
- Anyone using Excel
Speaker Profile
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 (Mr. Excel) 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.