Learn Microsoft PivotTables for Business
(3.5 Credits)

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MASTERING EXCEL PIVOTTABLES introduces you to Pivottables, what they are, and how they can be used to summarize, sort, count, and chart your data in Microsoft Excel. You'll blow away the complexities of using Pivottables and take advantage of their power. This course will guide you as we build Pivottables from single or multiple data sources, add calculated fields, filter results, and format their layout to make it presentable to any level Executive. You'll also learn how to create Pivot Charts, a new way to visualize your data. Sound complicated? It's not, as we've made it simple to understand and use.


By the end of this course, you will be able to:

  • Understand what a pivottable is and how it is used to quickly analyze and present data
  • Create pivottables and use pivot table data and formulas
  • Decide the best methods to manage pivottables and how they represent your data
  • Use the dynamic sort and filter options used for pivottable presentations
  • Compose custom pivottable styles to improve the aesthetic value of data presentation
  • Use conditional formats to change the appearance of your table based on different values
  • Construct trend lines to predict future outcomes based on existing data
  • Understand how and when to use macros in your pivottables
  • Be able to choose the correct pivottable tool to analyze your data and to make good business decisions


  • What pivottables are and why you would use them
  • Formatting data for use in a pivottable
  • Creating a pivottable
  • Connecting to data sources
  • Consolidating data from multiple data sources
  • Creating calculated fields
  • Summarizing field data
  • Sorting and filtering pivottables
  • Understating and using slicers
  • Formatting pivottable styles and formats
  • Conditional formatting
  • Creating pivotcharts
  • Printing pivottables
  • Understanding and macros


  • Delivery Method: Web-based Self-study (QAS)
  • Course Level: Intermediate to Advanced
  • Credits: 3.5
  • Field of Study: Computer Software and Applications
  • Prerequisites: Skilled using Microsoft Excel
  • Advanced Preparation: None
  • Refund Policy: 7 Days after enrollment
  • Published Date: June 2018
  • Certificate of Completion: Yes (on 70% successful exam score)
  • Exam Expires: One Year from Enrollment Date


LENGTH: 2:02 | 39 VIDEOS | Close Captioned


RESULT: Master Excel Pivottables

WHAT THE COURSE FEE COVERS: The entire MASTERING EXCEL PIVOTTABLES course - 39 close captioned lectures watchable on any computer, smart phone or device, downloadable exercise files, interim quizzes, the final course exam, accreditation certificates delivered via email, LinkedIn compatible course badge, 3.5 credits on 70% successful final exam completion, and access to the course forever.

"I thought this course was great! I have zero experience with PivotTables so I learned a ton. What I found most helpful was the ability to follow along with the given exercise schedules. I learn by doing, so having this option is great for those who learn like I do.

"I also like that it was broken down into sections instead of one long training video. Since so much information was covered it would have been difficult to follow along if it wasn’t done this way. The ease of maneuvering through each section and having the ability to rewind was also handy.

"I was happy to see mention of short cuts that made things faster. For example, teaching us how to clear all filters at once with just a few clicks instead of having to clear each individual filter. Things like that promote efficiency and I like it!"

- Megan | Tax Professional
"Going through the TTR University PivotTable course helped me understand PivotTables in higher levels than I anticipated. Not only did I learn many functions and formats for pivot tables, I also learned new features of Excel itself while going through this course.

"What I got from this course was a new way to see data in the forms of pivot tables and pivot charts. This course taught me how to easily format, manage, and style pivot tables in order to display my data in the most effective way. By providing visuals through screen sharing and audio explanations, the videos are very informative and easy to follow along. Multiple different examples of functions are shown so you see more than one way to accomplish a goal or obstacle if you run into one.

"I recommend this course to anyone who is looking to learn more about pivot tables or Excel itself, even if you are just looking to refresh your Excel knowledge."

- Danielle | Tax Recovery Specialist
"Thanks! I didn't even know what a pivottable was before this lecture. Super helpful function!"

- Hadley | Research Lawyer
"The material is presented in a very clear and concise way with explanations and isn't monotonous, which keeps the student engaged. I learned a bunch of things that are definitely useful!"

- Ricard | Accounting Professional

Your Instructor

Shon Holyfield
Shon Holyfield

Shon Holyfield is the founder and CEO of TTR (The Tax Research Company). TTR is the “gold standard” for sales, use, and transaction tax research, tax rates, tax answers, exemption certificates, and tax automation solutions. TTR provides tax solutions and improves people’s lives by making tax simple and building a culture of care for both TTR clients and TTR professionals. TTR is a five-time winner of The Best Places to Work in Oregon; having been ranked #1 or #2 each year.

Shon graduated from Notre Dame Law School and Yale School of Management. He was also a Tax Director at a Fortune 500 company and is regarded as one of the nation’s leading experts on issues around sales, use, and transaction tax.

Mr. Holyfield has co-authored several courses available at TTR University, including Microsoft Outlook for Business, Basics of Microsoft Excel, Basics of Microsoft Word, Mastering Excel Pivot Tables and Mastering Excel Charts and Graphs.

For more information about Shon Holyfield, visit his website

Course Curriculum

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Frequently Asked Questions

Is this course accredited?
Yes. TTR University is registered with the National Association of State Boards of Accountancy (NASBA) as a Quality Assurance Service (QAS) sponsor of Continuing Professional Education (CPE).
Will I receive CPE Credit for this course?
Yes. You will receive CPE credit for this course as long as you pass the final course exam by at least 70% (required for accreditation).
Are there any requirements for the course?
No. It is a completely self-paced online course.
How long do I have access to the course?
After enrolling, you have unlimited access to this course across any and all devices you own forever.
What if I am unhappy with the course?
If you are in any way unhappy with the course please let us know so we can correct it.
What if I want to refund or cancel my course?
Requests for refunds should be emailed to [email protected] within 7 days after enrollment in the course. Please note that NO refunds are granted after the qualified CPE assessment (final exam) has been started.

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TTR University is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: