WEBINAR

Excel Explained: Pivot Tables Two-Part Webinar

CFT Credits: 0.25

Excel expert David H. Ringstrom, CPA, focuses on the basics of using Excel pivot tables in this informative presentation. Pivot tables empower you to easily create reports from complex data, simply by using your mouse.

Webinar Description and Audience

Excel expert David H. Ringstrom, CPA, starts with the basics and then teaches you how to push the boundaries of using Excel pivot tables in this series. Pivot tables empower you to easily create reports from complex data, simply by using your mouse. However, like 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.

what you will learn:

  • Part One (Monday, January 19th, 2017)
    • Identify the requirements of ideal data sets to be analyzed within your pivot tables
    • Initiate a pivot table from a list of data
    • Understand the differences in pivot table interfaces between Excel 2010 and earlier and Excel 2013 and later
    • Add fields to pivot tables
    • Avoid frustration by understanding the nuances of pivot table formatting
    • Incorporate calculations within or alongside pivot tables
    • Understand why pivot tables sometimes display amounts as text or count amounts instead of summing
    • Learn the nuances associated with subtotaling data within a pivot table
    • Use Excel’s PivotTable feature to condense large amounts of information into manageable chunks
    • Discover how pivot tables differ from worksheet formulas and learn the importance of the Refresh command
    • Use the Report Filter command to create breakout tables and dig deeper into the numbers
    • Define how to expand and collapse groups of data within a pivot table
  • Part Two (Monday, January 26th, 2017)
    • Compile unwieldy data into the format required for pivot table analysis quickly and easily
    • Use a simple keyboard shortcut to post the same formula to multiple cells at once
    • Learn how the Table feature can vastly improve the integrity of pivot tables in Excel
    • Learn the basics of creating pivot tables.Incorporate calculations within or alongside pivot tables
    • Verify that a pivot table is actually referencing all the data you’re expecting to be summarized
    • Use Excel’s PivotTable feature to condense large amounts of information into manageable chunks
    • Learn how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later
    • Filter pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later
    • Determine at a glance if you’re seeing all available data for the fields included on a pivot table or not
    • Learn how the Table feature allows you to transform filtering tasks
    • Discover how pivot tables differ from worksheet formulas and learn the importance of the Refresh command

who should attend?

Practitioners who may benefit from learning how to use Excel pivot tables to create accurate reports and manipulate their pivot table data faster and more efficiently.

Continuing Education Credits (CEC)

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

Delivery Option Descriptions

LIVE WEBINAR:

INCLUDES SEVEN DAYS OF ONDEMAND PLAYBACK!  With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. Participants can type and send their questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate in the same room.

SIX MONTH ONDEMAND VIDEO RECORDING:

With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO RECORDING:

If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

IN-HOUSE:

Webinars can be scheduled and offered exclusively for your company. They can even be customized to best fit your needs. To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar DateStart TimeEnd DateEnd TimeViewing Options - See Descriptions AbovePrice
06/19/17Archived CD-ROM Recording$625.00Register
06/19/17Archived Six Month On-Dermand Recording$535.00Register
AnyIn-HouseRequest