Pivot Table Toolkit

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Develop metrics to track project specific and organization wide trends, identify opportunities, clearly communicate recommendations via excel, Pivot Tables, graphs and charts.

More Uses of the Pivot Table Toolkit:

  • Oversee: excel, intermediate Data Cleaning, structure, Pivot Tables, etc.

  • Establish: conditional formatting, Data Validation, Pivot Tables, external data connections.

  • Systematize: capacity to create Pivot Tables/reports, charts, and graphs to facilitate performance.

  • Manage advanced knowledge in Excel Pivot Tables, conditional formulas, formatting, charting, etc.

  • Direct: excel Pivot Tables bow down to your awesomeness when you do analytics to find profitable keywords.

  • Develop Data Analysis reports using graphs, charts, Pivot Tables, gauges, KPIs, and Pie charts.

  • Secure that your corporation complies; MS office and advanced excel skills (Pivot Tables, charts, KPI analysis, macros).

  • Become the expert in common Excel functions analysis, Pivot Tables, Data Mapping, etc.

  • Arrange that your organization administers your organizations engineering assignment and workload metrics system, creating Pivot Tables and graphs to clearly show department engineering.

  • Manage advanced user of Excel or Tableau, able to manipulate data, write macros and create charts and Pivot Tables.

  • Devise: Data Model for complex Pivot Table reporting.

  • Identify: Pivot Tables, advanced formulas, large data sets.

  • Be accountable for beginning MS excel knowledge (Pivot Tables, formulas, and analysis).

  • Develop: conduct Data Analysis exercises using excel Pivot Tables, database queries, and other Data Driven analysis tools.

  • Create excel Pivot Tables, formulas, graphs, and charts.

  • Formulate: Pivot Tables to analyze and interpret data.

  • Govern: deep excel skills formulas, functions, API, Data Analysis, Pivot Tables, charts, etc.

  • Manage advanced (can link spreadsheets, create Pivot Tables, and create complex formulas as multiple if statements).

  • Manage: Pivot Tables, advanced formulas, Data Manipulation, etc.

  • Steer: Pivot Tables, functions, data imports.

  • Manage advanced excel skills Pivot Tables, macros, etc.

  • Coordinate: monitor, gather, analyze, and trend key quality and compliance performance indicators utilizing Pivot Tables, charts, and graphs.

  • Manage use of financial functions, database and search functions, Pivot Tables.

  • Initiate: spreadsheet development and maintenance/Pivot Tables to gather critical information to decide source of supply and competitive cost levels.

  • Orchestrate: intermediate to advanced excel skills (sorting and filtering Data Tables, Pivot Tables and charts, v lookup, index match).

  • Ensure your planning complies; MS excel create and modify Pivot Tables, manipulate data, create charts and graphs.

 

Save time, empower your teams and effectively upgrade your processes with access to this practical Pivot Table Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Pivot Table related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Pivot Table specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Pivot Table Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Pivot Table improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Is there any way to speed up the process?

  2. How risky is your organization?

  3. Is it clearly defined in and to your organization what you do?

  4. How will you motivate the stakeholders with the least vested interest?

  5. What is the source of the strategies for Pivot Table strengthening and reform?

  6. Who is gathering Pivot Table information?

  7. What will drive Pivot Table change?

  8. You may have created your quality measures at a time when you lacked resources, technology wasn't up to the required standard, or low Service Levels were the industry norm. Have those circumstances changed?

  9. How are Pivot Table risks managed?

  10. Where can you break convention?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Pivot Table book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Pivot Table self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Pivot Table Self-Assessment and Scorecard you will develop a clear picture of which Pivot Table areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Pivot Table Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Pivot Table projects with the 62 implementation resources:

  • 62 step-by-step Pivot Table Project Management Form Templates covering over 1500 Pivot Table project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Pivot Table project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Pivot Table Project Team have enough people to execute the Pivot Table Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Pivot Table Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

 
Step-by-step and complete Pivot Table Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


2.0 Planning Process Group:


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Pivot Table project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Pivot Table project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Pivot Table project with this in-depth Pivot Table Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Pivot Table projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Pivot Table and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Pivot Table investments work better.

This Pivot Table All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.