Session Report: Online Session on PivotTable by Dr. Animesh Singh

Time: 2:00 PM – 3:00 PM

Mode: Online

Facilitator: Dr. Animesh Singh, Associate Professor, School of Management & Commerce

Program: Management Development Program (MDP) on “Financial Decision-Making Using Excel”

Host: Arun Jaitley National Institute of Financial Management (AJNIFM)

Dr. Animesh Singh, an esteemed Associate Professor in the School of Management & Commerce, conducted an online session on PivotTables as part of the Management Development Program (MDP) on “Financial Decision-Making Using Excel.” The session took place on August 11, 2023, and aimed to provide participants with a comprehensive understanding of PivotTables and their application in financial analysis. The online format allowed participants to attend remotely and benefit from Dr. Singh’s expertise.

Dr. Singh commenced the session by introducing the concept of PivotTables and their significance in financial analysis. He emphasized how PivotTables serve as powerful tools to summarize and analyze large datasets, making complex financial data more manageable and insightful.

Participants were guided through the step-by-step process of creating PivotTables using Excel. Dr. Singh explained how to select relevant data, arrange fields, and customize the table layout to suit specific analytical needs. Participants learned advanced techniques such as data grouping, calculated fields, and filters within PivotTables. Dr. Singh’s clear explanations and real-world examples elucidated the practical application of these techniques in financial decision-making. The session also covered the transformation of PivotTable data into meaningful Pivot Charts for enhanced visualization. Dr. Singh highlighted the importance of visual representation in conveying financial insights effectively.

The session concluded with an interactive Q&A session, during which participants engaged with Dr. Singh, seeking clarifications, sharing experiences, and discussing challenges related to PivotTable usage.

Participants expressed their gratitude for Dr. Singh’s expertise and engaging teaching style. They commended his ability to break down complex concepts and appreciated the interactive nature of the session.