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Course manual
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10 minutes’
hotline time

Excel expertise
28 years’

PivotTables, Power Pivot, Power Query and Power BI

Advanced PivotTables for Finance

     Duration: 60 minutes  
     Format: Interactive webinar  

In these two webinars, you have a downloaded source of detail actuals data and you need to produce a variety of financial reports. There is also budget data, and many of the reports need to show month and year-to-date actuals comparison versus budget. PivotTables have a wealth of features to get the job done quickly, but there is wealth of issues to be solved too. You learn the features you need and how to get round the limitations. You learn how to structure the application when the datasets are large and there are many different reports required.

Advanced PivotTables for Finance – Part 1

Create month and year-to-date profit variance reports

  • Select and group dates.
  • Create month and year-to-date calculated columns.
  • Learn date formulas.
  • See the benefits of range names.
  • Format the PivotTable.
  • Create PivotTable calculated items and fields.
  • Solve the problem of items forced back into display by a calculated item.
  • Reverse the sign of data displayed.
  • Learn shortcuts to speed up tasks.
Discover other PivotTable options

  • Remove deleted items from filter lists.
  • Allow Label and Value filters to be applied to the same field.
Advanced PivotTables for Finance – Part 2

Create a new PivotTable with a different PivotCache

  • Remove restrictions created by other PivotTables.
  • Create and work with multiple PivotCaches.
  • Discover hidden features.
  • Display data in different date formats such as by week number.
Discover other useful features

  • Create a PivotTable calculated price field.
  • Suppress #DIV/0!.
  • Add a PivotChart to show trends.
  • Apply Slicers for clear data selection.
  • Make a Balance Sheet by using a running total.
Create a common source for multiple PivotTable workbooks

  • Export the data to Access file.
  • Create a drill-down through multiple layers to base data.


You are familiar with basic PivotTables.


Live webinar format

See the presentation on your PC screen and hear the presenter either from your PC speakers/headphones or on the telephone.

Type questions on the chat line during the presentation. Questions will be answered by the co-presenter.

Stay engaged with multiple-choice quizzes.

Test out the webinar technology with one of the free Excel 10-minute tips webinars.


Each webinar has a main presenter and a co-presenter, who share the presentation and question-answering. Having two makes it more engaging, and different viewpoints expressed makes it clearer.

There are a number of different AbleOwl presenters, all of whom are Excel specialists.

Excel versions

Unless specified otherwise, all webinars cover all current Excel versions from 2007 onwards. Any differences among versions are pointed out.


Webinar characteristics AbleOwl Others
Two presenters share the teaching, so one can answer queries, and the dialogue between makes the webinar more engaging. ***** *
You’re encouraged to interact with the presenters through quizzes and chat-box discussions: you’re not a passive observer. **** **
Presenters are Excel specialists, can give additional insight and answer any queries. ***** ****
Each different presenter brings his/her own personality and humour(?). **** **
You discover not only Excel parts, but also how to structure and standardise, like learning not only words, but grammar too. ***** *
You get a step-by-step PDF manual sent in advance to preview and review. ***** *
You can take advantage of expert post-webinar email support to help you get the full benefit from your new skills. ***** *
You are provided a clear and consistent learning path, without duplication, by the depth and breadth of webinar series topics. ***** ***
You can purchase multiple vouchers at considerable savings. **** **



"Great. I was able to follow really easily and it flowed along logically. Good pace. Good to have the 2 presenters i.e. who can “chat’ about what’s being done, giving 2 points of view etc."
Debbie, Financial Accountant, Hamilton, New Zealand

"I would like to send you a thank you for the clearly presented and well paced webinar I took part in yesterday. This was my first ever webinar and also my first interaction with your company and found it to be a beneficial and enjoyable experience. I look forward to my next webinar and your tips etc."
Fiona, Office Manager, Brisbane, Australia

"The rapport between Paul and Grant was great and makes it more interesting than a one way presentation."
Maureen, Accountant, Taupo, New Zealand

Cancel up to five working days before the webinar and receive a full refund. All cancellations must be notified in writing, that is, by email, fax or post. Another delegate may be substituted at any time.