Pivot Tables: Part 2

Level: Intermediate

Available Durations:

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

Description:

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 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:

  • 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.

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

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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