Excel Data Mastery Interactive PivotTables & Dashboards for Finance Pros
October 7, 2025
10:00 AM PDT | 01:00 PM EDT
60 Minutes
711514
Group Attendees: Any number of participants
Recorded Version: Unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
Transform your financial data analysis with next-level PivotTable techniques!
In this dynamic session, Ray will reveal professional methods to create interactive reports and dashboards that bring your accounting, banking, and financial data to life. What You'll Master:- Time Intelligence - Slice financial data effortlessly with Timeline Filters
- Visual Storytelling - Create compelling PivotCharts that reveal trends at a glance
- Interactive Analysis - Master Slicers to build user-friendly financial reports
- Dashboard Magic - Combine PivotTables, Charts & Slicers in unified views
- Advanced Calculations - Unlock Value Field Settings for sophisticated financial metrics
- Presentation Perfection - Apply professional formatting to summary values
- Power User Secrets - Discover techniques that separate beginners from experts
- Financial Analysts & Accountants
- Banking Professionals & Auditors
- Bookkeepers & Finance Managers
- Crypto Traders & Market Analysts
- Anyone who needs to present financial data clearly
Elevate your reports from static tables to dynamic financial dashboards that impress stakeholders and save you hours of manual work.
"In today's data-driven world, the best financial insights come from interactive analysis - let me show you how." - Ray
Why should you Attend:
Why This Webinar Stands Out:
Live Dashboard Build - Watch Ray create an interactive financial dashboard from scratch
Pro Tips - Learn tricks most users never discover
Ray's webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.
- Harness the full potential of your software investment
- Time-Efficient Power Learning with Focused Topics
- Practical Hands-On Skill Enhancement with High Retention
- Supporting Resources, Learning Guide and Practice Files
- Improved Productivity, Quality and Error Minimisation
- Up-to-Date Current Knowledge Transfer
- Professional Development Recognised for Career Advancement
- Interactive Experience Through Chat and Live Interaction
- Rapid Return on Investment
Areas Covered in the Session:
- Timeline Filter
- PivotCharts
- PivotTable Slicers to Filter Data and Charts with Visual Interface
- Combine PivotTable, Chart and Slicers in 1 View
- Value Field Setting Calculations - the Next Level in PivotTables
- Summary Value Calculations and Format
- Techniques to Become a PivotTable Power User
Who Will Benefit:
- Anyone using Artificial Intelligence and Microsoft Office from fields including Government, Business, Education, Accounting, Banking, Finance, Investment, Bookkeeping, Consulting, Tourism, Hospitality etc
Ray Evans professional and relaxed style reflects his thorough understanding of adult learning principles and is demonstrated through his diverse range of classroom, seminar, workshop and online delivery services and instructional materials.
With Microsoft Certifications, he has mastered over 2500 topics to advanced level in Artificial Intelligence, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio and Publisher.
Ray has qualifications in Frontline Management, Accounting, Training, and Assessment and is certified in Six Sigma business improvement methodology.
Having trained over 40,000 students, business owners and executives since 1990 and authored a wide range of training and procedural documentation, complex reports and engaging internet content, Ray has demonstrated strong ability in key communication styles and knowledge transfer.
