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How to Use Excel Pivot Tables for Large Document Sets

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
Nevada CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
Live Online
1 hour
Robert Nordlander
With Robert Nordlander from Nordlander CPA

Mon, Nov 30, 00:00 AM – 00:00 PM

Product ID 102697

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Course Includes
$199

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OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Find Patterns in Discovery, Due Diligence, and Financial Data - Fast

Document-intensive matters like discovery, due diligence, asset inventories, and regulatory compliance generate data sets that are hard to manage and harder to analyze. Excel pivot tables let you slice, sort, filter, and summarize thousands of rows of information in minutes, without a database or IT department. This course gives attorneys a practical, hands-on introduction to pivot tables as a legal workflow tool. You'll learn how to structure your data correctly from the start, build pivot tables that answer real case questions, and spot patterns across large document sets that would take hours to find manually. Register today!

  • Analyze thousands of documents in minutes - no database required.
  • Spend less time sorting spreadsheets and spend more time on strategy.
  • Build audit-ready summaries you can stand behind in any matter.
  • Learn the data skill that makes every AI tool you use work better.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. How Pivot Tables Fit Into Your Legal Toolkit: Common Legal Use Cases
  2. Setting Up Your Data the Right Way
    1. Data Type Consistency
    2. Common Problem Data: Merged Cells, Blank Rows, Formatting
    3. Dynamic Ranges That Grow With Your Data
  3. Building Your Pivot Table and Chart: Structuring, Analyzing, Sorting, and Filtering Data
  4. Pivot Table Pitfalls and Troubleshooting
    1. Why the Numbers Look Wrong (and How to Fix Them)
    2. Refreshing Data After Updates
    3. Avoiding Common Errors
    4. When to Use Pivot Tables vs. Filters vs. Formulas
  5. Data Analysis With AI vs. Pivot Table: Auditability, Interactive Exploration, Confidentiality, Dynamic Data Sets

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102697

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
Nevada CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
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Agenda

All times are shown in

  1. How to Use Excel Pivot Tables for Large Document Sets

    1. How Pivot Tables Fit Into Your Legal Toolkit: Common Legal Use Cases
    2. Setting Up Your Data the Right Way
      1. Data Type Consistency
      2. Common Problem Data: Merged Cells, Blank Rows, Formatting
      3. Dynamic Ranges That Grow With Your Data
    3. Building Your Pivot Table and Chart: Structuring, Analyzing, Sorting, and Filtering Data
    4. Pivot Table Pitfalls and Troubleshooting
      1. Why the Numbers Look Wrong (and How to Fix Them)
      2. Refreshing Data After Updates
      3. Avoiding Common Errors
      4. When to Use Pivot Tables vs. Filters vs. Formulas
    5. Data Analysis With AI vs. Pivot Table: Auditability, Interactive Exploration, Confidentiality, Dynamic Data Sets

Who Should Attend

This legal guide is designed for attorneys. Paralegals will also benefit.

Speakers

Robert Nordlander
Robert
Nordlander
Nordlander CPA
Speaker bio
Robert Nordlander

Robert Nordlander

Nordlander CPA
Robert Nordlander

, a forensic accountant is unlike many who claim the title. He has not only studied but also lived the life of a forensic accountant. Mr. Norlandr's journey in financial investigation began more than two decades ago with the IRS-Criminal Investigation division, revered globally as the epitome of financial investigative excellence. His expertise is recognized nationwide. He has led investigations featured on TV shows like The Dr. Phil Show and in publications, such as the New York Times. Mr. Nordlander also shares his knowledge through bestselling books focused on criminal tax secrets and payroll tax issues. His comprehensive understanding of tax laws and IRS procedures ensures he offers unmatched representation in audits and tax disputes. Mr. Nordlander knows what questions to ask and can effectively represent clients in audits or collection activities. He also authored "Unpaid Payroll Taxes: A Time Bomb You Can Defuse," guiding individuals and small business owners through tax representation. As a special agent, Mr. Nordlander investigated a wide range of financial crimes, including income, employment, and excise tax violations, embezzlements, wire fraud, mail fraud, gambling, drug trafficking, bank fraud, money laundering, structuring, and bankruptcy fraud. He's seized millions in ill-gotten gains and helped courts understand the financial story of countless cases. His work has been featured on TV and in top newspapers.

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