- 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.
Date: June 12, 2018 | Time: 3 PM ET | Duration: 60 Minutes
In this empowering presentation, Excel expert David Ringstrom, CPA, teaches you the basics of creating and using Excel pivot tables. Pivot tables equip you to easily create reports from complex data simply by using your mouse. David demonstrates how to initiate a pivot table from a list of data, add fields, dig deeper into the numbers, and much more. In addition, David points out pivot tables traps and shares tricks to help ensure your reports are accurate.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 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. Practitioners will benefit from learning how to use Excel pivot tables to easily create accurate reports.
Areas Covered in the Session:
- 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.
Date: July 12, 2018 | Time: 3 PM ET | Duration: 60 Minutes
In this insightful presentation, Excel expert David Ringstrom, CPA, takes you beyond pivot table basics and shows you step-by-step how to manipulate pivot table data faster and more efficiently. David demonstrates how to use the PivotTable feature, the PowerPivot feature, the Recommended PivotTables feature, and others. 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 Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 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. Practitioners will learn how to manipulate their pivot table data faster and more efficiently.
Areas Covered in the Session:
- Avoiding disabled features by converting Excel 97–2003 files to modern workbook formats with ease.
- Discovering the Recommended PivotTables feature.
- Using a simple keyboard shortcut to post the same formula to multiple cells at once.
- Understanding why numeric data may appear in a pivot table more than once and how to correct the problem.
- Learning how to utilize the PowerPivot feature in Excel 2010 and later.
- Understanding why pivot tables sometimes display amounts as text or count amounts instead of summing.
- Seeing multiple ways to remove fields from a pivot table.
- Learning how to expand and collapse pivot table elements, thereby avoiding information overload.
- Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
- Identifying the requirements of ideal data sets to be analyzed within your pivot tables.
- Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.
- Learning the nuances associated with subtotaling data within a pivot table.
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