Pivot Table Training for Payroll Professionals

Developed for payroll professionals to enhance their Excel skills, this seminar will increase your productivity and make your reports more comprehensive, to ensure compliance with various reporting requirements.

PivotTables (PT) are interactive tables that allow a user to group and synthesize large amounts of data in a concise table format. Through this training, you will gain a thorough understanding of what pivot tables are, how to create and use them to summarize data, and how to use filters to find unique values in a field. Specific to payroll you will learn from subject matter experts how to produce the following reports:

  • Payroll summary by department or by employees
  • Follow up of the sick days
  • Summary of overtime for many years
  • Head count report
  • Reports for government

  • Introduction

  • Start the Pivot Tables Wizard
    • Creating a table
    • Creating the pivot table

  • Display mode

  • Pivot Tables options
    • Layout and formatting
    • Totals and filters
    • Viewing
    • Impression
    • Data
    • Replacement text

  • Grouping data
    • Date
    • Number

  • Filtering data
    • Inside the PivotTable
    • With the use of segments and chronological segments

  • Formatting Pivot Tables
    • Parameters of the values fields
    • Field settings
    • Layout and printing

  • Custom Calculated Fields Preprogrammed Calculated Fields (14)
    • Custom Formatting
    • Color
    • Conditional formatting
    • Spacing

  • Pivot charts

Your registration includes: seminar presentation, course reference manual and handouts, exercises with answers, continental breakfast, lunch and refreshments for all breaks.

Dress code is business casual. Please dress in layers to accommodate temperature fluctuations.

Registration cut-off date and time: Registration deadline is 4 PM Eastern Time the day before the seminar start date.

CANCELLATIONS OR SEMINAR TRANSFER: Requests must be received in writing at least five (5) business days prior to the seminar date. Please note a cancellation fee or transfer fee in the amount of $50 plus applicable taxes per day/per registrant for all sessions cancelled or transferred will apply. Cancellation or transfer requests received less than 5 business days prior to the seminar date are not eligible for transfer or refund.

FOR ANY QUESTIONS or concerns regarding this registration, please contact member services at membership@payroll.ca


Upcoming Sessions



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