Excel Pivot Tables: Advanced Level

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Course Description

In this presentation, Excel expert David Ringstrom, CPA, digs deeper into pivot tables to show you step-by-step how to manipulate your pivot table data faster and more efficiently. You’ll learn how to extract data from Microsoft Access databases and other sources, minimize repetitive steps in Excel by creating keyboard shortcuts, and much more. In addition, David discusses several helpful Excel features, including the Table feature, PivotTable feature, Slicer feature, Custom List feature, and others.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the 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.

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 covered include:

  • 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
  • Altering the default sort order within pivot tables to a hierarchy of your choice with Custom Lists
  • Preventing pivot tables from automatically resizing columns when you refresh or filter the data
  • Filtering two or more pivot tables simultaneously by way of the Slicer feature in Excel 2010 and later
  • Utilizing the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges
  • Understanding the conflicts that can arise when you position two or more pivot tables too close in proximity to each other
  • Displaying two or more pivot tables close together on a single worksheet without triggering a conflict
  • Resolving situations where data appears more than once within a pivot table
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form

After attending this course, participants will be able to:

  • Identify the command that enables you to connect two or more pivot tables to a Slicer
  • State which versions of Excel offer the Timeline feature
  • Define the purpose of linked pictures within Excel spreadsheets
  • Identify the section of the Number tab of the Format Cells dialog box where the Phone Number format appears


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