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Microsoft Excel Training


Most supply chain logistics professionals use Microsoft Excel in their work. Yet most people in business have little or no formal training in Excel, meaning they’re overlooking many efficiencies, quality control mechanisms, and data analysis methods – among other things.  

Now, over the next year, CITT is offering a suite of seminars presented live but online for busy people like you. Each of these acclaimed seminars is taught by an expert instructor with content based on over 20 years of experience delivering Excel training and implementing feedback from working professionals. Regardless of your skill level, you’ll learn something valuable. And a recording of each seminar will be provided to the attendees - so you can go back and review what you've learned. 

All sessions take place from 11:30 AM to 1:00 PM EST. 

Excel Training Sessions

Excel PivotTables - September 22-24, 12:00 PM - 2:30 PM ET
Price: CCLPs and CITT students: $199. Regular: $249 Register here

PivotTables are widely considered the most powerful feature in Excel, yet most supply chain logistics professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then you should make time to participate in this course. In this program, you will learn how to build PivotTables, how to group data inside PivotTables – including grouping options for fiscal periods – and how to create user-defined calculations in your PivotTables.  You will also learn advanced PivotTable techniques, including how to build PivotTables that consolidate data from multiple data ranges and PivotTables dynamically connected to external databases and financial accounting systems. Additionally, you will learn how to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. At the end of the day, you will be a master of Excel PivotTables!  

If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you.  With a little information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on very large data sets in a fraction of the time you are spending presently to complete such tasks. 

Learning Objectives

Upon completing this course, you should be able to: 

  • Identify the six main elements of a PivotTable report and their use when creating PivotTables  

  • Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options 

  • Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables 

  • Create Consolidation PivotTables to consolidate data from multiple data sources in Excel 

  • Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers 

  • Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel’s GETPIVOTDATA function, and PivotCharts 

  • Apply specific PivotTable techniques to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact 

About the presenter: 

Ward Blatch, CPA, CA  

Ward provides consulting and training services as a partner with K2E Canada throughout the United States and Canada. The professional development courses presented by Ward include cloud computing, business intelligence, security, technology updates, internal controls, paperless office, mobile office, Adobe Acrobat, Excel, Word, PowerPoint, and Outlook.  

Ward obtained his CPA, CA designation while working at a Nova Scotia regional accounting firm before starting his own consulting and accounting practice. His practice provides accounting, tax, training, support, and network evaluations for small businesses and not-for-profit organizations. 


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