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.
Who Should Attend:
- Investment Analysts
- Financial Analysts
- Business Analysts
- Forecasting & Planning Teams
- M&A Specialists (Mergers & Acquisitions)
- Risk Managers
- Strategic Planners
- Capital Expenditure Planners
- Cost Accountants
- Managerial Accountants
- Other Accounting and Finance Professionals
- Human Resources Departments
- IT Departments
- Banking Professionals
- Insurance Professionals
- Excel Users in Regulated Lifesciences Industry
- Logistics and Supply Chain Professionals
- Sales and Marketing Professionals