Management Essentials - Certification

CEU Approved

This program has been approved for 12 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form.For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.The use of this seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval.

CEU Approved

This program is valid for 16 PDC for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit shrmcertification.org. Training Doyens is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP.

Hone up your managerial skills. Learn how to manage different types of employees and situations in your organization. Prepare yourself and your workforce to meet the challenges confidently, and fine tune your strategies to ensure that your organization is on the right track.

Highlights:
• Components of emotional intelligence
• Essential skills for effective communication and public presentation
• Dealing with difficult people and challenging situations
• Conflict and stress management in the workplace
• Executive excellence & strategic thinking
• Using LinkedIn as a business tool

Number of Webinars Included: 13 Webinars       Total Learning Hours: 16 Hours
Requirements: There are no prerequisites.            Method: Online, anytime, any device

This certificate includes the below webinars:

015 Components of an Emotionally Intelligent Leader

Audrey Halpern

Speaker: Valerie Pelan
Duration: 60 Minutes
Level: Intermediate

Overview

Learn the 5 components of Emotional Intelligence and the hallmarks of an emotionally intelligent person.This discussion will provide people a better perspective on teams and how to manage various situations.

This webinar also includes the 5 Leader Models that can be used by leaders and project managers to get better results.

Why should you attend

Understanding Emotional Intelligence can help everyone in an organization to collaborate and communicate more effectively. It will help managers and hiring managers pick the better employees.

Areas covered in the session

The presentation covers these specific topics which will enhance leaders’ and managers’ style:

  • What Emotional Intelligence is Not 
  • Emotional Intelligence- A Definition
  • Five Components of Emotional Intelligence from Daniel Goleman
  • Emotional Intelligence Leadership Models from Goleman book, “Primal Leadership”.
Learning objectives

Learn what the hallmarks are of an emotionally intelligent person and howthey benefit leadership, hiring, and employee promotion.

025 Elements of Effective Communication

Audrey Halpern

Speaker: David Rohlander
Duration: 90 Minutes
Level: Intermediate

Overview

There is a huge difference between the talented communicator and the effective communicator. The elements required to be effective are trust, respect, understanding, empathy and resolution. We will explore each of these.

There are many ways to implement these behaviors and this webinar will examine the basis of this concept, how to learn the necessary elements and why each is so important. The most important part is “understanding.” This is absolutely the foundation of effective communication. We will spend the majority of our time on learning the many facets of how to read people, awareness of self and techniques and methods to practice.

When you can master effective communication it allows you to lead, persuade and make people believe in you and your ideas. It is then up to you to practice pure integrity because you will have tremendous power.

Why should you attend

The one thing you can not hide is your ability to communicate. It is much more than having a good vocabulary, being able to speak in public or even being a good listener. The effective communicator understands how to read people, realizes that communication is both receiving and broadcasting and is able to adapt to many unique and stressful situations relating to communicating with others.

Politicians  are held in low regard by the average person because what they say has very little to do with how they behave or what they accomplish. If you can not be taken at your word, people will regard you as very suspect. There is no way you will be able to effectively lead or manage others. If you doubt this, just look at our elected representatives in Washington, DC.

This webinar will address head-on the most fundamental problem most people have: “How to effectively communicate.” We will explore the critical elements of the effective communicator. How do you develop these traits and how do you use communication to accomplish great things through other people.

Areas covered in the session

What is effective communication?

  • Trust
  • Respect
  • Understanding
  • Empathy
  • Resolution
  • It is an art
Learning objectives

This webinar will address head-on the most fundamental problem most people have: “How to effectively communicate.” We will explore the critical elements of the effective communicator. How do you develop these traits and how do you use communication to accomplish great things through other people.

03Effective Communication Skills: It’s Not What You Say, But How You Say It!

Audrey Halpern

Speaker: Bruce Lee
Duration: 60 Minutes
Level: Beginner

Overview

Effective communication is about really listening to others without any blinders on, eliminating the gossip and rumor mill, reducing the causes of turnover by providing timely and appropriate recognition, leading employees through changes by transparency, correcting the poor performers by coaching them, and setting the standards in highly adhered to on-boarding and training standards.

Why should you attend

In this presentation you will develop a strategy of communication success that includes identifying someone’s preferred communication style so you can meet them where they are communicating from, see all the tools you have available to communicate more effectively, adapt sound negotiating tactics that generate results, and learn what the signs of your strengths and weakness are.

Areas covered in the session

All we have in common with anyone and everyone else, is this skill called communication. It matters that we say it right and that the listener hears it right. With multi-generational and multi-cultural workforces these days, it is important you get it correct the first time. Communication is not a 50/50 proposition of you asking and accepting any response, it is 100% of you being accountable for getting the information across, having it understood and then getting an agreement back of what is being communicated – verbally, be it face to face, on the phone, electronically or in writing. Effective communication is more than one person talking. Respectful conversation includes how you sound to others, the words you use, the accuracy of what you say, the intent to be positive and the attention you give the other person. We need to say it with persuasion.

Learning objectives

Miscommunication is the #1 cause of workplace conflict, production errors, low morale, customer and employee complaints and poor teamwork. To be effective at work you need to speak up, be heard and have your messages acted upon. When you do, you create that quality called trust, that is the engine of high performance.

04Your Organization's Culture: If You Don't Get It Right, Nothing Else Matters

Audrey Halpern

Speaker: Marcia Zidle
Duration: 60 Minutes
Level: Intermediate

Overview

Get on a Southwest flight to anywhere, buy shoes from Zappos.com, pants from Nordstrom, groceries from Whole Foods, anything from Costco, a Starbucks espresso, or a Double-Double from In N' Out, and you'll get a taste of these brands’ vibrant change management trainingcultures.

Unfortunately,changing company culture is often misunderstood and discounted as a touchy-feely, rather than a bottom line, component of a business. That’s not the case.

As Peter Drucker, the founder of modern management said, “Culture eats strategy for lunch.” Changing culture in the workplace is one of the most important business drivers that must be intentionally set and periodically adjusted to push long-term, sustainable success. It's not good enough just to have an amazing product and a healthy bank balance. The workplace culture can enable company culture ideas, or be the key to its undoing.

What about your corporate culture change examples? Does it inspire and engage or get in your people’s way, slowing and wearing them down? Is it driven from top-down directives or cross-department collaboration? What stories do employee engagement survey tell about you? This webinar will show how to change your organization culture.

Why should you attend

How to improve organizational culture and ideas to improve company culture are hot topics among businesses who want to attract the best talent, translate their values to their products and services, and show customers what they're all about. There are significant benefits that come from a vibrant and impactful culture. They are:

  • Focus and Spirit: Aligns the entire company towards achieving its vision, mission, and goals
  • Engagement: Builds higher employee motivation, productivity, and innovative problem solving
  • Cohesion: Builds consistency and coordination among the company’s various departments and divisions

Also,importance of organizational cultureoften becomes the focus of attention during periods of organizational change. Mergers and acquisitions, new systems implementations and elaborate initiatives typically fail because organizations become caught in the so-called "jaws of culture” - when the existing culture becomes inappropriate, and improving workplace culturesupports progress.

Areas covered in the session
  • Learn why Peter Drucker says: “Culture eats strategy for lunch”
  • Discover why culture is like an iceberg: What’s above and below the water line
  • Identify and analyse the six key elements of culture in every business or organization
  • Review twelve daily ways effective leaders can communicate and reinforce company culture
  • Review leadership and organizational culture
Learning objectives
  • Plan specific actions you will take to lead or influence changes in the culture of your organization
  • Use a three step process to pinpoint what drives organizational culture change managementof your team, department or company
  • Understand what successful leaders know and do that helps them avoid organizational culture management traps and mis-fires

05Successfully Dealing with Difficult People: The 5 Most Difficult Types of People and How to Effectively Approach Them

Audrey Halpern

Speaker: Chris Devany
Duration: 60 Minutes
Level: Intermediate

Overview

How can you resolve conflicts less painfully, delegate critical tasks more efficiently, energize your employees and transform resistance into support?

Adjusting your management and personal styles to complement the culture of your work group and your company as a whole can be the catalyst that motivates your teams to heightened productivity.

Utilizing extensive practice in the principles of emotional intelligence, Successfully Dealing with Difficult Peoplecourse underscores the importance of self-awareness in developing sensitivity to and better communication with others.

Why should you attend

Would you benefit by understanding how to even more effectively motivate and direct the people you rely on?

Would you like to be better at delegating?

How about an opportunity to understand how to turn difficult people and poor performers into team players?

If you answered “yes” to any of these questions, then come laugh, listen and learn as Chris DeVany leads us all through those important topics, key questions and answers we all need to be able to address effectively to improve our team members’ and team’s performance!

Areas covered in the session

Use coaching to guide and direct your team members to improving performance.

Learning objectives
  • Motivate and direct the employees you rely on—even when they don’t share your values
  • Adjust your management and personal style to the needs of different situations
  • Get more done by using the appropriate delegation techniques for any given situation
  • Resolve conflict more effectively in a wide variety of situations
  • Turn difficult people and poor performers into team players
  • Win the cooperation and trust from everyone in your organization
  • Increase your confidence, leadership skills and personal and professional satisfaction in your job
  • Use coaching to guide and direct your team members to improving performance

06Stressed Out: How to Handle Conflict, Difficult People and Challenging Situations

Audrey Halpern

Speaker: Marcia Zidle
Duration: 60 Minutes
Level: Intermediate

Overview

Conflict is an inevitable part of life.  No matter how hard you try, it can seem that there will always be something that causes you or someone around you to be frustrated, angry, and impatient – or a whole host of other not-so-pleasant emotions.

Conflict arises when the people we work with have different ideas, perspectives, backgrounds, values, goals or expectations. Yes, conflict can be destructive! It diverts energy from more important activities and issues; it polarizes people and reduces co¬operation; and it can produce irresponsible behavior. And conflict can be constructive! It opens up and improves communication; it strength¬ens working relationships and team¬work; and it leads to better quality decisions and problem solutions.

The ability to handle conflict and difficult situations is a great leadership skill. When you are confident in your people management skills, you don’t have to be afraid of disagreement. You don’t have to back away from problems. Instead you can confidently face the confrontation and bring the issue out into the open. Well-managed conflict actually stimulates ideas, sparks creativity and encourages personal improvement.  Conflict by itself is neither good nor bad. It’s the way YOU handle conflict that produces constructive or destructive results.

Why should you attend

Time is Money. There are a variety of direct costs to the organization associated with poorly managed conflict, including, in the worst cases, the loss of customers and good employees. One that is visible to everyone is the time taken to successfully resolve issues. Time that would be better spent on accomplishing work and achieving goals is instead used to manage disagreements, smooth ruffled feathers, and deal with difficult people.

When CPP Inc commissioned a study on workplace conflict, they found that that an overwhelming majority (85%) of employees at all levels experience conflict to some degree. Furthermore, they found on average, each employee spends 2.1 hours every week – approximately one day a month – dealing with conflict in some way (being involved in a disagreement, managing a conflict between co-workers, etc.)

It is also a major drain on the resources of HR departments: half of the HR workers questioned (51%) spend between one and five hours a week managing disagreements.

Areas covered in the session
  • Identify the top six causes of conflict and which one produces the most problems
  • Understand the iceberg concept of conflict – what’s above and below the water line
  • Define five conflict management styles and match each style to different conflict situations
  • Decide if you’re a shark or a turtle or a teddy bear or a fox or owl in how you handle conflict.
  • Learn how to keep your cool and react in a professional manner in the heat of the moment.
  • Learn the language of positive communication to reduce negative emotions, especially anger.
  • Recognize the four types of difficult people that drive you crazy and how to deal with them.
Learning objectives

The crucial issue is not whether conflict, disagreement and difficult people can be avoided; the real concern is how they can be dealt with that will lead to positive outcomes. If managed improperly, businesses’ productivity, operational effectiveness, and morale take a major hit. On the other hand, when channeled through the right tools and expertise, conflict can lead to a better understanding of others, improved solutions to problems or challenges, and major innovation.

07Managing Workplace Stress: How to Create a Less Stressful and More Productive Work Environment

Audrey Halpern

Speaker: Bruce Lee
Duration: 90 Minutes
Level: Intermediate

Overview

Stress is a killer— to you and to employee engagement, empowerment, productivity, morale and a sense of accomplishment. When your self-esteem goes down, and your reputation and the work you do is threatened, how you handle it can be a serious blow to your career. If you are constantly overwhelmed, you are not as productive as you should be. Your performance suffers and the ability to lead people and projects takes a hit.

Why should you attend

As demands on you and your time continue to increase, so does the level of stress, unless you have a plan in place to handle it. When you are expected to accomplish more with less, take on increased duties and responsibilities, make tough decisions you need confidence – that you can handle it all. Even worse, when your stress rubs off on your employees, no one is operating at peak performance, and they will generate a toxic environment. 

The sources of stress are endless and it is critical that you learn to recognize, manage and mitigate the negative effects of what stresses you. This is being proactive and taking steps to eliminate the stressors you can—and dealing with the stress you can’t. In this powerful webinar, learn how to de-stress yourself and your environment and grow your career.

Areas covered in the session

During this session, you will learn:

  • Stress: The good, the bad and the downright ugly
  • The issues that are causing you to stress out and stay that way
  • Identifying and managing your biggest stressors at work
  • How to get swagger and grow your reputation
  • Time management tactics to take back control of your day
  • How the right communication at the right time can reduce your stress
  • Creating a stress-less work environment
  • The keys to overcoming stress—and hit your goals
  • And more!

Additional bonuses that you will receive:

  • two special reports:
  • “21 Day De-Stress Prescription Plan” 
  • “33 Ways to Reduce Stress.”
  • PDF Copy of book: 
  • Why Trust Me? Making Trust your Competitive Edge
  • E-book: 
  • Satisfaction Guaranteed: How to Satisfy Every Customer, Every Time
Learning objectives

Stress can affect your career adversely in lot many ways. Learn how to handle stress and keep your organization away from the negative impacts of stress to create a more productive work environment.

08The Awakened Executive: Mind & Brain Foundations for Executive Excellence

Audrey Halpern

Speaker: Craig Polsfuss
Duration: 90 Minutes
Level: Intermediate

Overview

Participants will take away key insights about the mind and brain that will inspire new vision and possibilities and change the rules of the game for leadership and company success.

Imagine you and your company operating in:

  • A sustained “flow state”
  • Unshakable (non-reactive) presence
  • Positive stress-resilience
  • Calm emotional grounding
  • Spontaneous, creative leveraging of opportunities
  • Deep listening to understand first and then respond
  • Clarity and compassion in human interaction
  • Decisiveness under pressure
  • Ability to maintain the Big Picture
  • Servant-leadership and Servant-worker perspective
  • Unending openness to learning and new possibilities 
  • Deep insight into how people work, how to stay sane and how to communicate 
Why should you attend

Why should you attend?

  • You are passionate about empowering those you lead with greater intelligence and people skills – taking the whole company to a new level.
  • You know that any proven breakthrough in mind or brain functioning should be leveraged to impact the whole company’s experience, performance and success
  • You are greatly intrigued by breakthroughs about the human mind and brain
  • You believe that “higher consciousness” is not a gimmick – and is required for optimal performance
  • You know one leader’s evolution can create a ripple effect on others
  • You see yourself as being in service as a leader
Areas covered in the session

The importance of higher consciousness is becoming recognized in many fields. New scientific discoveries are catapulting outcomes to astounding new levels. The field of leadership development is no different.

Examples:

A Neuroscience Development: Now producing brain scans equivalent with those traditionally described as “enlightenment”

A Psychology Development: Now identifies the three core principles of mental functioning. This creates a simpler and more powerful explanation of human behavior and how to optimize well-being and human potential

“I’ve experienced more clarity, less stress, improved awareness and higher energy levels. The dramas in life have become non-issues. I am elated!”

R. L., President & CEO

~~~

“My energy and enthusiasm for my business is higher than ever! We more than doubled production and revenues during our historically slowest time of the year.”

B. L., President

~~~

“I am more engaged and effective in my leadership and negotiating skills.  I am amazed at how I now view and handle challenging situations! In my personal life, I have had dramatic physical healing and more zest for life.”

J. S., Executive Director, Child Neurology Foundation

~~~

"We would spend 50 to 100 hours developing corporate identity and marketing campaigns. It now takes 5 to 10 hours. The creative experience has been totally different, and it comes alive a lot faster. It's really fun!"

Ron M., Owner & President, Marketing Company

State-of-Mind is now understood as the Core Competency of Leadership & High Performance. 

It only makes sense that the leader’s state-of-mind determines whether they remember to use their other important competencies and how well they do so.

An awakened Higher Brain uses and evolves its full potential.

If the higher structures of the brain that already exist but a predominantly dormant can be energized and awakened, who knows what’s possible!

The Good News: Science has established that

All people have an innate, default resource of mental-emotional well-being, wisdom and creative ability. This resource is easily uncovered with the proper understanding. This resource also serves as the basis for highly effective communication and relationship skills – and ultimately decision-making and leadership excellence.

All people have highly evolved brain structures that are not yet “turned on”. Turning them on opens possibilities yet undiscovered.

Learning objectives
  • Describe how the mind creates human experience and why this changes the rules for evolving satisfaction and performance
  • Describe how the brain keeps people stuck in old patterns and what is required to break free
  • Gain insight into implications and practical applications as a leader

09Moving from an Operational Manager to a Strategic Leader

Audrey Halpern

Speaker: Chris Devany
Duration: 90 Minutes
Level: Intermediate

Overview

Gain the insights and skills to know where your business stands today and where it’s heading tomorrow. In today’s unpredictable business environment, strategic leadership is not just for top management alone. It's for:

  • Managers who want to increase their competitive advantage by anticipating their customers’ priorities, needs and expectations
  • Managers who want to distinguish operational data from strategic data, creatively develop sources of information and increase their staffs’ flexibility and responsiveness
  • Managers who want to broaden their perspective, improve flexibility without compromising quality and increase their department’s value to the organization
  • Every manager who wants to anticipate, initiate and manage change for maximum competitiveness
Why should you attend

By attending, you will be able to more effectively:

  • Inspire and direct your team to greater readiness and competitiveness
  • Add value to your organization by understanding the needs of your customers
  • Anticipate, create and encourage change
  • Spot opportunities for successful strategic alliances
  • Become an innovative, visionary leader
  • Establish a strategic culture
  • Identify the strengths and weaknesses of your work unit
  • Keep your unit moving forward
  • Take risks with confidence
Areas covered in the session
  • Crossing the line to strategic effectiveness 
  • Learning the strategic leadership approach 
  • Vision and strategic leadership 
  • Becoming an effective leader 
  • Building influence through communication 
  • Understanding the role of teams 
  • Managing change with action-oriented skills
Learning objectives

If you want to move from being a good manager to being a great manager, you can’t afford to miss this project management training. Because strategic leadership is a blending of attributes that every superior manager requires in today’s unpredictable business environment.

Here’s where you’ll learn to anticipate, initiate and manage change for maximum competitiveness, stay on course while constantly redefining and refocusing your department’s goals in order to hit a moving target and determine where your unit is headed, as you take into account the multiple groups your decisions will impact.

Prepare to make a transition. Instead of being buried in your department’s ongoing activities, you’ll become an innovator able to add value to your organization, its customers and stakeholders. This course will provide you with the skills required to move your team or department forward decisively.

Would you like to inspire and direct your team more effectively?

What about being more able to anticipate, create and encourage change?

How about becoming an innovative, visionary leader?

Would you like your team to improve performance?

If you answered “yes” to any of these questions, then come laugh, listen and learn as Chris DeVany leads us all through those important topics, key questions and answers we all need to be able to address effectively to improve our team members’ and team’s performance!

10Using LinkedIn as Business Tool

Audrey Halpern

Speaker: Teddy Burriss
Duration: 60 Minutes
Level: Intermediate

Overview

LinkedIn has become much more than a career transition tool.  When used properly LinkedIn is a powerful business tool. In this webinar, we will explore who should be using LinkedIn as a business tool as well as the three activities you need to execute on LinkedIn to create real business value. Attendees of this webinar will be exposed to ideas and best practices which when adopted can provide the framework for using LinkedIn as a business tool.

Why should you attend

LinkedIn has been purchased by Microsoft not because it’s a social media fad, rather because it provides significant business value to those who learn to use it correctly. In today’s highly connected and social communities LinkedIn is a business tool that should not be ignored. Primarily in a business-business environment, however also in a business-consumer environment, ignoring LinkedIn today will move you further into catch up mode in the next few years.

Areas covered in the session
  • Discover the best practices of building a professional LinkedIn Profile.
  • Understand the best practices and tactics of growing a relevant LinkedIn Network
  • Explore and learn the best practices of building a professional reputation using LinkedIn.
  • Become aware of the value of using the philosophies of Search Engine Optimization best practices in their LinkedIn Profile.
  • Become exposed to the best practices of sending and receiving LinkedIn Invitations focused on your business goals.
  • Review the purpose and tactics of engaging with your LinkedIn in meaningful ways.
Learning objectives

We will explore these primary areas of LinkedIn:

  • Privacy and Settings
  • Personal Profile
  • LinkedIn Network
  • Sending & Receiving Invitations
  • Sharing and Engaging on Content
  • LinkedIn Messaging System

11Presentation Skills for IT Professionals

Audrey Halpern

Speaker: Audrey Halpern
Duration: 60 Minutes
Level: Intermediate

Overview

On successful completion of this course you will be able to:

  • Develop and organize engaging presentations
  • Use your voice and other physical skills to project confidence enthusiasm
  • Design and use appropriate visual aids
  • Handle questions from an audience with ease
  • How to make your presentation clear and accessible,
  • How to interact with your audience
  • How to retain their interest while keeping your anxiety under control.

The ability to present articulately to management, to customer or to a non tech audience can significantly enhance your credibility. Delivering engaging presentations at work or professional events is a way to share your ideas and gain a reputation as a valued employee and an expert in your field.

Why should you attend

Delivering presentations at work or professional events is an unbeatable way to gain a reputation as a valued employee and an expert in your field. If you have ever tried to get out of giving a presentation to your boss or speak in a meeting because of nerves, or if you feel there is room for improvement in your presentation techniques, this communication skills training will highlight the essentials on how to make your point, and satisfy your internal and external customers.

Areas covered in the session
  • Define objectives for a presentation.
  • Essential steps to take in preparing for success and "knowing your audience."
  • How to organize your information in a presentation for maximum effectiveness
  • Strategies and tactics to maximize audience retention of the material presented.
  • Minimize anxiety and nerves before during and after presentations
  • Refining your executive presence
  • Connecting with Your Audience
  • Managing Your Physical Presence
  • Using Visual Aids with Impact
Learning objectives
  • Use specific techniques to control  nervousness when speaking in front of people
  • How to develop the physical skill that make you look confident and how to develop a speaking style that is natural, comfortable and easy
  • How to organize and develop an engaging presentation that will retain the audience’s attention
  • How to improvise and make an effective impromptu presentation
  • How to quickly achieve rapport with their audience

12VLOOKUP and Beyond in Microsoft Excel

Audrey Halpern

Speaker: Dennis Taylor
Duration: 90 Minutes
Level: Intermediate

Overview

Lookup formulas such as VLOOKUP allow you to return data from other locations in your spreadsheets without linking to individual worksheet cells. However, VLOOKUP can't always return the data that you need. 

In this webinar, Excel expert Dennis Taylor explores the nuances and limitations of VLOOKUP, helps you expand your use of this function, and then presents you with a handful of alternatives.

Why should you attend
  • Compare and contrast IFNA, IFERROR, and ISERROR, and see which versions of Microsoft Excel support these worksheet functions
  • Discover how to use wildcards and multiple criteria within lookup formulas
  • Don't be caught off-guard by the new IFNA function available to Excel 2013 users
  • Improve the integrity of spreadsheets with Excel's VLOOKUP function
  • Master the versatile SUMIF and SUMIFS functions
Areas covered in the session
  • Perform dual lookups, where you look across columns and down rows to cross reference the data you need
  • See how to arrange two worksheets from within the same workbook onscreen at the same time
  • See why the MATCH and INDEX combination is often superior to the VLOOKUP or HLOOKUP function
  • Uncover the limitations of VLOOKUP, along with alternatives
  • Use the SUMIFS function to sum value based on multiple criteria
Learning objectives
  • Understand how to use VLOOKUP to perform both exact and approximate matches
  • Use the MATCH function to overcome a data integrity risk with VLOOKUP
  • See how the SUMIF and SUMIFS functions can serve as alternatives to VLOOKUP

13Excel - Pivot Tables 101

Audrey Halpern

Speaker: Mike Thomas
Duration: 90 Minutes
Level: Intermediate

Overview

Pivot Tables are one of the most powerful tools in Excel’s data analysis and Business Intelligence (BI) armory. With just a few clicks of the mouse (and no complicated formulas!) you can quickly and easily build reports and charts that summarize and analyze large amounts of raw data and help you to spot trends and get answers to the important questions on which you base your key business decisions.

Why should you attend

Learning how to create Pivot Tables is one of the must have skills for anyone who needs to use Excel to quickly build reports and summaries. This training will provide you with a solid foundation that you can use to build your own pivot tables and reports.

Areas covered in the session
  • What is a pivot table – a few examples of pivot tables
  • Creating a simple pivot table in 6 clicks
  • Sum, count and percent – how to change what is displayed
  • Making a pivot table report eye-catching appealing
  • Changing the layout of a pivot table
  • Displaying the data in a pivot table in alphabetical or numerical order
  • Using filters to display specific items in a pivot table
  • Grouping the data by month, year or quarter in a pivot table
  • Representing the pivot table data as a chart/graph
  • Best practices for updating a pivot table when the source data changes
Learning objectives

In this Microsoft Excel training, you'll learn 

  • How to create a pivot table report in just 6 clicks! 
  • How to change the layout and appearance of the report to make it inviting to read
  • How to display data in different ways, for example, sales grouped by month or top 10 customers and finally 
  • How to display the pivot table data as a chart/graph

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