Microsoft Excel Pivot Tables: Intermediate Level

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$ 99.00


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 comprehensive presentation, Excel expert David Ringstrom, CPA, teaches an intermediate level in learning pivot tables in Excel. 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:

  • Improving the integrity of pivot tables by utilizing the Table feature in Excel
  • Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature
  • Creating a pivot table to transform lists of data into on-screen reports
  • Adding a percentage column to a pivot table with just a couple of mouse actions
  • Preventing pivot tables from automatically resizing columns when you refresh or filter the data
  • Understanding the nuance of crafting formulas that reference data within pivot tables
  • Drilling down into the details behind any amount within a pivot table with just a double-click
  • Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list
  • Developing calculated fields that perform math on data within the source data
  • Saving time by setting reports exported from QuickBooks Online to open automatically in Excel

Learning Objectives:

  • Identify how to quickly transform lists of raw data into usable reports in just a few simple steps
  • Apply the Recommended PivotTables feature
  • Recall how to compare calculation methods within pivot tables

David H. 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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