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Excel Pivot Tables: Intermediate Level

Member price:

$59.00

Your price:

$ 99.00

6/17/2020
1:00 PM - 2:00 PM CT

Presenter: David H. Ringstrom, CPA

In this valuable presentation, Excel expert David Ringstrom takes you beyond the basics of pivot tables and shows you how to manipulate pivot table data faster and more effectively. David demonstrates how to use a variety of features, such as the PivotTable feature, the PowerPivot feature, and the Recommended PivotTables feature. After participating in this webcast, you’ll know how to create self-updating titles for charts and pivot charts, expand and collapse pivot table elements, improve the integrity of pivot tables by using the Table feature, and more. 

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 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 Covered:

  • Transforming an unwieldy list of data into a format that’s ready to be analyzed within a pivot table.
  • Drilling down into the details behind any amount within a pivot table with just a double-click.
  • Developing calculated fields that perform math on data within the source data.
  • Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.
  • Using Go To Special to select specific types of cells within a worksheet.
  • Improving the integrity of pivot tables by utilizing the Table feature in Excel.
  • Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Adding fields to a blank pivot table to create instant reports.

Learning Objectives:

  • 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.

David Ringstrom David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 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.

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