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Step-by-step, Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables. He explains the PivotTable feature, the PowerPivot feature, the Recommended PivotTables feature, and others. After participating in David’s presentation, 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 Microsoft 365 (formerly known as 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.
Microsoft 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:
- Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.
- Using Go To Special to find errors within spreadsheets.
- Visualizing lists of data graphically by way of Excel’s PivotChart feature.
- Transforming an unwieldy list of data into a format that’s ready to be analyzed within a pivot table.
- Adding fields to a blank pivot table to create instant reports.
- Drilling down into the details behind any amount within a pivot table with just a double-click.
- Improving the integrity of pivot tables by utilizing the Table feature in Excel.
- Filling all blank cells within a list of data at once by way of the Ctrl-Enter keyboard shortcut.
- Controlling information overload within pivot charts by filtering.
- Building a pivot table report from a list of data.
- Understanding how pivot chart formatting works much like formatting other types of charts in Excel.
Learning Objectives/Why You Should Attend:
- Identify how to quickly transform lists of raw data into usable reports in just a few simple steps.
- Apply the PowerPivot feature and the Recommended PivotTables feature.
- Recall how to compare calculation methods within pivot tables.
- Accounting and Finance
- Excel Users
- Human Resources
Target Job Title:
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Excel Users
- 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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