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Microsoft Excel Pivot Tables: Intermediate Level

Member price:

$59.00

Your price:

$ 99.00

9/14/2022

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 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 subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 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.

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.

Who should attend: Practitioners who can benefit from learning more about Excel pivot tables to manipulate their pivot table data faster and more effectively.

Topics typically covered:

  • Adding a percentage column to a pivot table with just a couple of mouse actions
  • Adding rows to a blank pivot table to create instant reports
  • Creating a pivot table to transform lists of data into on-screen reports
  • Developing calculated fields that perform math on data within the source data
  • Drilling down into the details behind any amount within a pivot table with just a double-click
  • Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature
  • Improving the integrity of pivot tables by utilizing the Table feature in Excel
  • Preventing pivot tables from automatically resizing columns when you refresh or filter the data
  • Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading
  • Saving time by setting reports exported from QuickBooks Online to open automatically in Excel
  • Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list
  • Understanding the nuance of crafting formulas that reference data within pivot tables

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.

Level: Intermediate

Program Prerequisites: Experience with Excel 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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