Excel Tables and PivotTables for Analytics & AI

This workshop offers a crash course on leveraging Tables PivotTables for data analytics and AI applications within Excel. You'll learn how to store and structure your data effectively and utilize Excel's advanced AI-driven features to generate compelling PivotTable reports and glean insightful analytics.

Attending this workshop will position you to effectively harness tools like Copilot and other AI enhancements for Excel and beyond.

In this free online training we'll cover:

• Normalization and Tidy Data with Power Query: We'll begin by demystifying "extract, transform, load" (ETL) processes in Power Query. Understanding how to restructure your data into a normalized or "tidy" format is crucial for efficient analysis. You'll learn the first steps toward profiling and cleansing your data to prepare it for robust PivotTable analytics.
• The Dynamics of Measures and Dimensions: Distinguishing between measures and dimensions is a foundational skill in data analytics. Although we won't dive into Power Pivot, we'll discuss the importance of these concepts and how to manipulate them effectively within the context of classic PivotTables.
• Maximizing PivotTables with Tables: Pairing PivotTables with Excel tables is a game-changer for data organization. We'll explore how this synergy facilitates a more dynamic and efficient reporting environment, enhancing your data analysis capabilities.
• Introduction to Natural Language Querying in Excel: Excel is becoming more intuitive with natural language querying capabilities. We'll cover the basics of this feature with Analyze Data, allowing you to ask questions of your data in plain English and receive answers that can inform business decisions.

By the end of this session, you'll be better prepared to use PivotTables for advanced data analysis in Excel, ready to tackle the challenges of an AI-augmented data landscape.

Really, anyone who wants to make the most of their data using next-generation features. Typical job titles who could particularly benefit include:

• Data analysts
• Financial analysts
• Marketing coordinators
• Accountants
• Controllers
• Operations analysts

I deally, you should have used PivotTables to a limited extent to get the most of this class, such as the ability to add fields to different areas of the PivotTable, rearrange fields and formats, and refresh the PivotTable for underlying data changes.

There is no coding or AI experience required to attend this workshop.

George Mount is the founder of Stringfest Analytics. He has over 10 years of experience in data analytics and holds master’s degrees in both finance and information systems from Case Western Reserve University. George is the author of (O’Reilly, 2021) and (O'Reilly, 2024). He is a recipient of the Most Valuable Professional (MVP) award from Microsoft for technical excellence & community advocacy.

For best results, please have the desktop version of Excel for Windows 365 installed.

Event Venue

Online