2-Hour Virtual Seminar on Practical Excel Pivot Tables

In this empowering and insightful presentation, Excel expert David Ringstrom, CPA, teaches you the basics of creating and using Excel pivot tables. He will then take you beyond pivot table basics and shows you step-by-step how to manipulate pivot table data faster and more efficiently. After participating in this live webcast, you’ll know how to create self-updating titles for charts and pivot charts, expand and collapse pivot table elements, drill down into numbers with a simple double-click, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Learning objectives:

  • Identify how to expand and collapse groups of data within a pivot table.
  • Identify the best approach for formatting numbers within pivot tables.
  • Define the default location for pivot table data when you click a checkbox for a given field.
  • Recall how to clean up your pivot tables with a mouse click.
  • Recognize when and why to apply the Slicer feature.
  • Identify pivot table data in new ways by grouping based on dates or custom arrangements that you define.

Who Should Attend:

All Practitioners who would benefit from learning how to use Excel pivot tables to easily create accurate reports and how to manipulate their pivot table data faster and more efficiently.
IT3387

David H Ringstrom

David H. Ringstrom, CPA, is a nationally recognized Microsoft Excel expert. He is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements. David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.

Session 1

  • Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
  • Using Excel’s PivotTable feature to quickly identify anomalies within QuickBooks data.
  • Adding fields to pivot tables.
  • Discovering how pivot tables differ from worksheet formulas and learning the importance of the Refresh command.
  • Identifying the requirements of ideal data sets to be analyzed within your pivot tables.
  • Avoiding frustration by understanding the nuances of pivot table formatting.
  • Learning the nuances associated with subtotaling data within a pivot table.
  • Creating a macro that will automatically remove the words “Sum Of” from your pivot table fields.
  • Filtering pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later.
  • Learning multiple ways to remove fields from a pivot table.
  • Disabling the GETPIVOTDATA function if it’s not needed for your analysis.
  • Understanding why numeric data may appear in a pivot table more than once and how to correct the problem.
Session 2

  • Adding a percentage column to a pivot table with just a couple of mouse actions.
  • Adding fields to a blank pivot table to create instant reports.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Developing calculated fields that perform math on data within the source data.
  • Filling all blank cells within a list of data at once by way of the Ctrl-Enter keyboard shortcut.
  • Improving the integrity of pivot tables by utilizing the Table feature in Excel.
  • Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
  • Transforming an unwieldy list of data into a format that’s ready to be analyzed within a pivot table.
  • Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.
  • Understanding the nuance of crafting formulas that reference data within pivot tables.
  • Using Go To Special to find errors within spreadsheets.

membership

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  • Login Information with Password to join the session, 24 hours prior to the webinar
  • Presentation Handout in .pdf format
  • Presentation from the Speaker
  • Feedback form
  • Certificate of Attendance
  • Recording access Information with Password to view the webinar, will be sent 24 hours after the completion of the Live webinar.
  • Presentation Handout in .pdf format
  • Certificate of Attendance
.