A pivot table training exercise. If you know pivot tables - test your knowledge. If you are new to pivot tables, this will help you understand and use them.Completing this exercise will make you knowledgeable. Good Luck!

1. So You Think You Know
Excel Pivot Tables?
August 2013

2. Why Pivot Tables?
 If you use Excel for managing and analyzing
information – Pivot Tables understanding is
KEY!
 Pivot Tables allows you to summarize and
efficiently analyze large amounts of data
 Data for pivot table analysis must be
structured in a “database or list” format
 Show me more…
8/29/2013 2Don Tomoff | Invenio Advisors LLC

3. Pivot Table Exercise
 I prepared a dataset (bank closings detail
from .gov website) and posed 10 questions
where analysis is necessary
 The Excel worksheet (download here) and a
Solution set (available here) have been
prepared.
 Work through the problems – if you are well
versed in PT’s, DON’T use the solution.
Otherwise USE it (the idea is too learn, not
kill time…)
8/29/2013 Don Tomoff | Invenio Advisors LLC 3

4. Comments I Have Received…
 “Great tool! I learned quite a bit and the solution
set was a helpful addition!”
 “Thanks for putting this together. I have passed
it around the office – everyone should do this
exercise if they want to better understand pivot
tables.”
 “Awesome. I learned more in an hour than any
class I have attended!”
 “Seriously? Anybody that claims to be proficient
with Excel should complete this exercise!”
8/29/2013 Don Tomoff | Invenio Advisors LLC 4

5. Data Analysis Project….xlsm
8/29/2013 Don Tomoff | Invenio Advisors LLC 5

6. Solution Set…
8/29/2013 Don Tomoff | Invenio Advisors LLC 6

7. Provide Input
 I would love to get your thoughts on the
process. What did you like? Dislike?
 If you have suggestions for improvement, or
just comments, let me know.
 Click here to complete a quick survey
(Promise!) and send me a note – thank you!
8/29/2013 Don Tomoff | Invenio Advisors LLC 7

8. Contact Information
8/29/2013 Don Tomoff | Invenio Advisors LLC 8
Donald R. Tomoff, CPA, MBA
Director
Invenio Advisors LLC (Overview)
E don@invenioadvisorsllc.com
Connect LinkedIn Twitter (@dtomoffcpa)
Company LinkedIn Facebook Twitter (@invenioadvisors)