Excel PivotTables have been around for more than 10 years. Yet, so few law firms utilize them effectively. Their usefulness exists for data analysis in litigation cases and financial analysis for partners. For anyone who works in Excel, PivotTables can literally save you hours of time every day. They allow you to adjust how you view data on the fly in seconds with just a few mouse clicks. Best of all, creating a PivotTable is so much easier than you might think. Once you learn how to do it, your Excel world will be changed forever. This session will demonstrate practical examples of when PivotTables are useful and the basics of how to create one.

 Objectives:

• Explain how to create a PivotTable, as well as how to convert a traditional Excel table into one.

• Discover the potential of reporting financial and statistical data to your partners through PivotTables in real time.

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  Summarize thousands of records with a few mouse clicks.

• Create a pivot chart that is user responsive based on predefined filters.

John Federico is an attorney and Senior Consultant with Affinity Consulting Group. Prior to joining Affinity, he practiced law for nine years, litigating personal injury cases, insurance cases and numerous appeals. Federico is also a licensed patent attorney with degrees in electrical and computer engineering. A member of the Ohio State and Columbus Bar Associations, Federico now specializes in HotDocs document assembly software and software training, including integrations with case management systems such as LawBase, Amicus Attorney, Time Matters, Actionstep and PracticeMaster.

CLM App Management Category: Information Technology

CLM App Management Category-Functional Specialist: Operations Management

CLM Recertification Credit: Yes

California MCLE: Law Practice Management

MCLE/Other States: Credit may be available in other states but cannot be guaranteed. In all states, accreditation is dependent on individual state guidelines and filing regulations.