Streamlined Excel Reporting Series Session 3: PivotTables Displays and Alternatives
Thursday, Feb. 26, 2026
Noon-2 p.m. Central
2 CPE (2 non-technical)
Course code: 25WI-0512
View pricing
You'll work alongside an expert instructor as you practice using PivotTables and exploring creative alternatives for insightful data presentation. You'll learn techniques for effective data presentation, including: Filtering and sorting data, cleaning and organizing data through text manipulation, using dynamic features to summarize and analyze large datasets, and using slicers and filters for visual filtering. You'll walk through realistic scenarios that show alternative functions for greater data management, such as: GROUPBY, PIVOTB, PERCENTOF. In addition, various text functions such as TEXTJOIN and TEXTSPLIT will be explained, highlighting how to concatenate and split text strings efficiently. Session 3 is one of four individual sessions. Each session builds on the previous one, so consider watching Streamlined Excel Reporting Series Session 4: External Data and PivotCharts to tackle real-world issues and create powerful workbooks.
Major subjects
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Show Value As
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Sorting
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Filtering
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PivotTable alternatives (GROUPBY, PIVOTBY, and PERCENTOF)
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Text Functions (TEXTJOIN and TEXTSPLIT)
Learning objectives
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Apply PivotTable features to display data in Multiple formats, enhancing data analysis
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Determine effective use of filtering and sorting with PivotTables
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Identify PivotTable alternative functions and TEXT functions for data Analysis and organization
Who should take this program?
- All accounting and finance professionals
Pricing
|
Standard Member Fee |
$125.00
|
 Standard Nonmember Fee |
$149.00
|
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