Excel expert David H. Ringstrom, CPA, focuses on the basics of using Excel pivot tables in this comprehensive presentation. Pivot tables empower you to easily create reports from complex data, simply by using your mouse. David explains how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers with the Report Filter command, and much more. As is the case with many features in Excel, pivot tables have nuances that can trip you up, so David points out traps and teaches you tricks to help ensure your reports are always accurate.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based 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.
Covered Topics
- Discovering four different ways to remove data from a pivot table report.
- Converting .XLS files compatible with Excel 2003 into the modern Excel workbook format.
- Presenting the largest or smallest values in chart form by way of a Top 10 pivot chart.
- Understanding the nuances of formatting numbers within a pivot table.
- Filtering pivot table data based on a new dimension by using the Report Filter command.
- Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
- Auditing the data source behind pivot tables in Excel spreadsheets.
- Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
- Adding fields to a blank pivot table to create instant reports.
- Exploring the nuances of formatting numbers within pivot tables.
- Converting a pivot table to static numbers for archival purposes or to prevent drilling down into the underlying data.
- Creating a pivot table to transform lists of data into on-screen reports.
Who Should Attend?
Practitioners who may benefit from learning how to use Excel pivot tables to create accurate reports.
Continuing Education Credits
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.
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Instructor
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 over 25 years of consulting and teaching experience.... read more.
