Gaining Business Insights using MS Excel Pivot Tables

Gaining Business Insights using MS Excel Pivot Tables

Gain business insights using MS Excel pivot tables. Learn how to use the pivot table feature in MS Excel to interpret data such as renewal lists, account receivable reports and insurance loss history reports.

Pointers

What You Will Learn

Build
How to create basic pivot tables including formatting the data source, appearance, conditional formatting and layout.
Analyze
How to use average count, distinct count and calculated fields, and how to group dates and name pivot tables.
Summarize
How to build a pivot table-based dashboard that includes basic pivot charts and a dashboard summary panel.
Apply
The power that pivot tables offer, in the context of managing insurance renewals, including how to slice and dice data to gain valuable business insights.

Course Curriculum

Course Introduction

  • Welcome
  • Course Resources

Case Study - Part 1: Pivot Tables

  • Case Study - Pivot Tables & Building a Dashboard Introduction
  • What are Pivot Tables?
  • Date Format, YearFrac
  • Creating basic Pivot Tables
  • Formatting the Data Source
  • Appearance, Layout & Conditional Formatting
  • Average, Count, Distinct Count, Percentage
  • Calculated Fields - Creating a Basic Budget
  • Grouping Dates - Pivot Tables by Date, Month or Quarters
  • Sorting & Filtering
  • Slicers & Naming Pivot Tables
  • Case Study - Exercise

Case Study: Part 2: Building a Pivot Table based Dashboard

  • Creating Basic Pivot Charts
  • Pivot Charts - Lesson 2
  • Building a Dashboard. Step 1: Summary Board
  • Creating a Dashboard!
  • Case study - Exercise

Wrap Up!

  • Course Survey
  • Wrap Up Video
  • Final Assessment

About ITC Courses

ITC takes pride in delivering high quality, unbiased courses on professional and management liability insurance and related topics. Designed specifically for online delivery, our courses are interactive, include activities and quizzes, use practical illustrations and real-life case studies and deliver knowledge in bite-sized portions so even just 5 minutes is learning time well spent.

How we build courses

ITC courses are the product of a collaborative approach. We work closely with subject matter experts to build out course content, the ITC design team brings that content to life, and no course is published before undergoing an intense review by an industry panel. Our process also includes post-publication reviews and updates because ITC is committed to delivering quality courses that remain accurate, relevant and up-to-date, long after they are first published.

Testimonials

Broker, VP, Canada

ITC’s Understanding Financial Statements course fills a large gap in the specialty insurance industry and has the ability to take the burden off busy brokers trying to put time into training new hires. I highly recommend including this course in brokerage onboarding practices to help accelerate the training process or bolster knowledge already obtained. Understanding not just how to read financial statements but also having more background on why an underwriter is quoting the terms they are will help put brokers in a much better position to negotiate and advocate for their clients. This course is versatile enough to apply and be beneficial to non-specialists also.

Broker, Australia

ITC effectively tackles complex subject matters in a very creative manner. I would highly recommend to anyone looking to broaden their understanding.

Broker, Canada

Great way to enjoy an evolving subject matter. Thank you ITC, enjoyed that!

Broker, Australia

Tough topics. Beautifully presented.

Senior Underwriter, Canada

I’ve been in the industry for nearly 15 years and event I learned some things in this course! It’s a straightforward and intelligent way of presenting a complex issue. Not a small feat.

Everyone will find this course helpful, no doubt.

Broker, Canada

ITC has done it again! This is the most comprehensive course on Employment Practices Liability I’ve ever seen. The subject matter is presented clearly and broken into subsets allowing you to spend only a few minutes or longer as your time permits. Examples are applicable to real-life situations. Excellent for new and established professionals!

Frequently Asked Questions

Are there prerequisites for ITC courses?

With ITC, you can take any course at any time. For the best learning experience, a prerequisite may be recommended in the course description.

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We take pride in providing up-to-date relevant courses! ITC is committed to reviewing all course content at least once a year and making any necessary updates or additions to course materials.

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We provide a digital certificate of completion for all successfully completed courses.

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We offer a risk-free 30-day money-back guarantee on all our courses. If you are not happy with your ITC course purchase you have up to 30 days from your original date of purchase to contact ITC at learning@insurancetrainingcenter.com to request a full refund. All we ask is that you provide us with the reason for your refund request. It is feedback from clients like you that helps us to improve our courses.

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When you sign up for an ITC subscription, you’ll immediately have unlimited access to the entire course library and you can cancel at any time. But why would you want to? Having ongoing access to course materials means you can refer back anytime you like, brush up on important concepts, or even retake those sections that you keep forgetting (of course, we’re not saying that you’re forgetful). Plus, the longer you subscribe, the more courses and resources you’ll get because we are continually investing in adding new courses and updating existing ones.

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With both subscription options you get immediate access to the entire course library as well as access to all additions and updates for as long as you continue to subscribe. For best value we recommend the annual subscription.

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You can cancel your subscription at any time by contacting ITC at learning@insurancetrainingcenter.com. Your subscription will auto-renew until then. Before you decide to cancel just remember that we’ve got new courses in the pipeline that may be of interest to you. If you want to know what new courses we’re working on you can email us at learning@insurancetrainingcenter.com and ask.

Will I be able to get a refund for my subscription if I cancel?

Our risk-free 30-day money-back guarantee also applies to our subscription services. If you’ve purchases a monthly or annual subscription you have 30 days from your original date of purchase to contact ITC at learning@insurancetrainingcenter.com to request a full refund. All we ask is that you provide us with the reason for your refund request.

Please note, when a subscription is refunded, your account with ITC will be closed. Completion certificate(s) for any courses you may have already completed during your subscription will no longer be accessible. And we will be sad to see you go.

If I decide to cancel, why does ITC need to know why?

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Is my certificate of completion valid after I get a refund?

If you request a refund, your account will no longer be valid and your certificate of completion will not be accessible.

Does ITC have purchase plans for businesses?

Yes, ITC can also provide courses through bespoke corporate programs. To find our more please contact us directly at info@insurancetrainingcenter.com.

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