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The Power of PivotTables for Finance: Crunch Numbers, Improve Efficiency


Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

Powerful tools like PivotTables can save finance professionals time and effort, but are often not used to their full potential. Explore the full range of features that can be used to automate your data. Join us for a 60-minute, live demo to discover:

  • Formulas and calculations to make PivotTables work for finance
  • Keys to leveraging the full toolkit: Mastering PivotTables
  • Data discovery and manipulation: From external data to drilling down
  • How to make your data work for you: Slicers, filters, and more

Program Highlights

  • Master Excel PivotTables: The Finance Professional's Secret Weapon

    • Make your PivotTable work for you: Creating custom formulas
    • How to arrange and rename data for maximum efficiency
    • Advanced number crunching: PivotTable references and calculations
  • Tips and Tricks: The Best Methods for Accurate and Efficient Reports

    • Discover the best shortcuts to automating and displaying finances
    • Speed up your workflow with the ultimate organization tool
    • Strategies for using slicers to filter and arrange financial data
  • Complete Data Control: Every Detail You Need to Know a Click Away

    • Explore your financial data: Drilling down for details
    • External data connections: Methods for maintaining long-term accuracy
    • Advanced field setting and sorting techniques for finance
  • Live Question & Answer Session - Have your questions answered by the expert!

About The Speaker

Melissa Esquibel is a technology consultant, coach, trainer and speaker.

  • She is a consultant, frequent speaker and Microsoft Certified Trainer.
  • Since 1991, Ms. Esquibel has assisted a variety of companies and industries with Microsoft Office (Excel, Word, PowerPoint, Access, Outlook) all versions through 2010. Her strong foundation in finance and accounting was built over years in the banking and accounting industries.
  • Melissa has 25+ years experience in information technology with a background in training, finance, technical writing and business risk analysis.

Program Benefits

Join us for this 60-minute webinar to discover how to leverage the full power of Excel PivotTables in your finance department.


  • None

Delivery Method

  • Group Internet Based

NASBA Field Of Study

  • Accounting - Finance

Program Level

  • Basic Knowledge Required