Excel Pivot Table Training for Payroll Professionals

This seminar is offered on ZOOM.

Before registering to this seminar, please make sure that you have the necessary prerequisites by clicking on this link:

  • This seminar is not designed for Apple computer users.
  • It is recommended to have access to 2 screens.
  • This is not a beginner course, participants must have the fundamental knowledge of Microsoft Excel 2010 or newer.

This online training was specifically developed for payroll professionals. Excel Pivot Tables (PT) will help you increase your productivity and completeness of reports, ensuring compliance.

Excel Pivot Tables (PT) are interactive tools that allow the user to group and synthesize large amounts of data in a concise table format. Using PT, you will be able to drill data interactively. After this training, you will be able to master all the Pivot Table options available to you, including customization and the integrity of your data.

Developed especially for payroll professionals looking to enhance their Excel skills, this seminar will significantly increase your productivity and improve the completeness of your reports to ensure compliance with the various government requirements. Expert instructors François Jasmin (CPA, CA) and Stéphane L’Archevêque (AICB) each have over 20 years of experience, having managed and supervised payroll departments. During this seminar participants will learn 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

How to access your session:
You will be sent the information on how to access your online seminar three business days before the live event. If you do not receive the login information three days before the seminar, check your email SPAM folder. If it's not there, please contact membership@payroll.ca as soon as possible.


  • Introduction
  • Start the Pivot Tables Wizard
    • Creating a table
    • Creating the pivot table
  • Display mode
  • Pivot Table 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

Please note that after registering online for this event, you will receive an email confirmation that confirms your registration. Confirmation emails are sent approximately within 2 business days after the registration has been processed.

Three business days before the live event, you will be sent the link to access the online PD seminar on the scheduled day.

Also, detailed instructions on accessing the online PD seminar will be emailed to you the day before the event.

Cancellations or Transfers: requests must be received in writing at least four (4) business days prior to the online seminar date. Please note a cancellation fee or transfer fee in the amount of $50 plus applicable taxes will be applied. Cancellation or transfer requests received after the login information has been provided are not eligible for a transfer or refund.


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