Pivot Tables: Part 1

Level: Basic

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes

Description:

Excel expert David Ringstrom, CPA, teaches you the basics of creating and using Excel pivot tables in this valuable presentation. Pivot tables enable you to easily create reports from complex data simply by using your mouse. He shows you 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 the subscription-based 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.

Topics/Areas Typically Covered:

  • 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.

Learning Objectives/Why You Should Attend:

  • 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.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Pricing and Format Options:

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