Introduction to Excel Pivot Tables

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Course Description

In this comprehensive presentation, Excel expert David Ringstrom, CPA, teaches you how to create and use Excel pivot tables so you can crunch numbers like a pro! Pivot tables enable you to easily create reports from complex data simply by using your mouse. David shows you how to initiate a pivot table from a list of data, add fields, dig deeper into the numbers, and more. In addition, he 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 Microsoft 365 (formerly 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 session.
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 covered:

  • Identifying the ideal data for analysis with Excel’s PivotTable feature
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables
  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel
  • Managing information overload by collapsing or expanding pivot table fields
  • Filtering pivot table data based on a new dimension by using the Report Filter command
  • Adding rows to a blank pivot table to create instant reports
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook
  • Creating a pivot table to transform lists of data into on-screen reports
  • Discovering four different ways to remove data from a pivot table report

Learning objectives:

  • 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

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