Excel Pivot Tables Made Easy with AI
Published by Pearson
Use AI with Excel pivot tables to automate, visualize, and analyze data easily
- Follow along with live demos that reflect real-world scenarios you can apply to your work.- Learn to use the Excel workbooks and prompts and build new skills instantly.
- Increase productivity and boost your confidence using Microsoft Excel pivot tables with AI.
Join us to learn how to turn complex datasets into clear, actionable summaries that can be used for presentations, communicating with coworkers, and making informed decisions on company changes. Through real-world scenarios, learners will see how pivot tables in Excel can be used to identify trends, compare performance over time, and pinpoint causes behind changes such as revenue drops or campaign underperformance. This course aims to put an emphasis on using pivot tables as an analytical tool, moving beyond basic operations to automation, visualization, and analysis.
What you’ll learn and how you can apply it
- Build and format pivot tables that summarize thousands of rows in seconds with AI
- Use AI to help you create slicers, filters, and pivot charts to explore trends and patterns
- Create and reuse pivot table structures to automate monthly or weekly recurring reports
This live event is for you because...
- You’re a Business User and want to track performance by region, rep, and product with minimal effort
- You’re a Marketing or Sales Leader and need to compare campaign results across different channels or demographics
- You’re a Financial or Business Analyst and need to automate weekly or monthly
- You’re a Project Manager and want to prototype reports quickly in Excel before building them into larger BI systems
Prerequisites
- Basic familiarity with Excel
- Basic familiarity with an LLM (ChatGPT, Copilot, Claude, etc.)
- Recommended, but not required: access to MS365 Copilot in Excel
Course Set-up
- Microsoft Excel
Recommended Preparation
- Attend: Elevate Your Excel Game with Copilot and ChatGPT by Lydia Evelyn
Recommended Follow-up
Schedule
The time frames are only estimates and may vary according to how the class is progressing.
Introduction (5 minutes)
Segment 1: Spot the Problem Before It Gets Bad! Investigating Revenue Drops with AI (60 minutes)
- Identifying when we have a problem we can solve with a pivot table
- Using AI to structure our data so we can make our pivot table easily
- Using pivot tables and MS365 Copilot to investigate the cause of a drop in revenue
- Q&A
- Break
Segment 2: Use AI to Present Insights to Stakeholders with Pivot Charts & Slicers (60 minutes)
- Pivot charts vs pivot tables: what’s the difference and when do we use them?
- Using Copilot to create a pivot chart for easy visualization of data
- Introduction to using slicers with pivot charts
- Using AI to walk us through custom tutorials in Excel
- Q&A
- Break
Segment 3: Investigate Root Causes with Layered Filters and AI (60 minutes)
- Understanding how layered filters are your secret weapon for conducting a thorough RCA (root cause analysis)
- Asking MS365 Copilot to help create layered filters to draw conclusions from confusing data
- Combining layered filters with slicers to create a powerful tool for analysis
- Using AI to analyze data and draw conclusions
- Q&A
- Break
Segment 4: Automate Reports with Refreshable Pivot Tables (60 minutes)
- Using Copilot to understand how automation works in Excel when using pivot tables
- Creating a pivot table that will automate sales reports for years to come with Copilot
- Adding data to our spreadsheet and making sure we don’t break our pivot table!
- Asking any LLM to learn about trends in our data
- Q&A
- Break
Course wrap-up and next steps (5 minutes)
Your Instructor
Lydia Evelyn
Lydia Evelyn is the author of Beginning ChatGPT for Python: Build Intelligent Applications with OpenAl APls. She’s also the author of The Complete Beginner’s Guide to Using ChatGPT: Generative AI Made Simple. She is a proficient technical writer and a skilled Python developer with a professional background in ChatGPT. She has effectively utilized ChatGPT, coupled with Prompt Engineering, in multiple client projects within the realm of technical publishing. Lydia boasts extensive programming expertise in both Python and Java.