08/07/2025
11 am PT / 12 pm MT / 1 pm CT / 2 pm ET
*approximate length: 45 minutes to 1 hour
Presenter: David Ringstrom, CPA
In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the powerful world of PivotTables and PowerPivot in Excel. Discover the ideal data setup for PivotTables and learn how to initiate and add fields effectively. David will also cover advanced techniques such as using PivotTable slicers for enhanced data filtering and importing data into PowerPivot. You'll gain insights into enabling PowerPivot in Excel, creating PivotTables with PowerPivot, and managing relationships within PowerPivot. Additionally, he will introduce you to DAX for creating measures and KPIs, along with strategies for scheduled refreshing of your PowerPivot data.
Join us to elevate your Excel skills and unlock the full potential of your data analysis capabilities!
David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. Most features and functions work in Excel for Mac as well but expect differences. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.
Who should attend: Professionals seeking to use Microsoft Excel more effectively.
Topics typically covered:
- Creating Power Pivot KPIs (key performance indicators)
- Scheduling automatic data refreshing with PowerPivot
- Creating PivotTables with PowerPivot
- Identifying the ideal data for analysis with Excel’s PivotTable feature
- Managing Power Pivot relationships between tables and other data sources
- Creating Power Pivot measures
- Exploring the DAX language for creating calculated columns and measures
- Importing data from external sources into PowerPivot
Learning objectives:
- Describe how to refresh a PivotTable in Microsoft Excel
- Define the purpose of Excel's Slicer feature
- Define what type of add-in PowerPivot is
Level: Intermediate
Program Prerequisites: Prior experience with Microsoft Excel is recommended
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.