The first session of the series introduces the PivotTable feature and
covers the basics. We start here to ensure that all participants,
regardless of previous PivotTable experience, have the skills needed for
the remaining sessions. We discuss the four report layout areas, rows,
columns, values, and filters. We then discuss how to update PivotTable
reports and ensure that any new transactions appended to the data source
are included in the report. We explore how to create monthly columns and
how to properly format the values in a PivotTable.