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Learn from Excel expert David Ringstrom, CPA, how to push the boundaries of pivot tables and add even more interactivity to your pivot tables by grouping data in various ways. In this comprehensive webcast, David explains how to easily extract data from other sources, create simple macros that can resolve the most frustrating aspects of pivot tables, determine the number of duplicates in a list, and much more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based 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:
- Altering the default sort order within pivot tables to a hierarchy of your choice with the Custom Lists feature.
- Resolving situations where data appears more than once within a pivot table.
- Summarizing data from Access databases with pivot tables, even if you don’t have Microsoft Access installed.
- Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
- Filtering two or more pivot tables simultaneously by way of the Slicer feature in Excel 2010 and later.
- Understanding the conflicts that can arise when you position two or more pivot tables too close in proximity to each other.
- Discovering the Custom Lists feature in Excel, which enables you to embed frequently used lists into Excel’s Options dialog box for use with any spreadsheet.
- Adding a percentage column to a pivot table with just a couple of mouse actions.
Learning Objectives/Why You Should Attend:
- Apply the Custom Lists feature to override the default sort order within pivot tables.
- State how to create pivot tables from information you extract from databases.
- Identify pivot table data in new ways by grouping based on dates or custom arrangements that you define.
- 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 the owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Microsoft Excel, and written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide.
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