Expediting Excel: Advance Pivot Table (Part 2) - Intermediate Level
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well.
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Excel expert David Ringstrom, CPA, helps you push the boundaries of pivot tables in this illuminating webcast. David explains the nuances of grouping data and using Excel's Custom Lists feature to automatically sort data in any order you desire (versus only using the program's default of sorting in alphabetical order). In addition, he shows you how to extract data from Microsoft Access with just a few clicks, and how to use Microsoft Query to extract data from other sources. After participating in this webcast, you'll be able to add even more interactivity to your pivot tables by grouping your data in various ways.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.
Topics/Areas Typically Covered:
Creating a macro in Excel that will set any pivot table to automatically format number fields that you add.
Creating a macro that will automatically remove the words “Sum Of” from your pivot table fields.
Drilling down into numbers with a double-click—or preventing other users from being able to do so.
Embedding frequently used lists, such as employees, departments, or key customers, into Excel’s interface for use with any spreadsheet.
Filtering data faster by way of the Slicer feature in Excel 2010 and later.
Launching macros that clean up pivot tables with a single mouse click.
Learning how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later.
Learning how to utilize the PowerPivot feature in Excel 2010 and 2013.
Learning the nuances associated with subtotaling data within a pivot table.
Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.
Summarizing information from Access databases and other sources.
Using the Linked Picture feature to place pivot tables in close proximity to each other without posing conflicts.
Wrangling unruly pivot table data by creating a macro that can automatically transform all count fields into sums and apply number formatting in one fell swoop.
In addition, David shares methods and Excel features for:
Extracting data from Microsoft Access with just a few mouse clicks.
Creating simple macros that can resolve the most frustrating aspects of pivot tables.
Using the Slicer feature in Excel 2010 and later to filter data faster.
Creating breakout tables and digging deeper into the numbers.
Embedding lists into Excel’s interface—and much more.
Apply the Custom Lists feature to override the default alphabetical sort order within pivot tables
List how to create pivot tables from information extracted from databases
Recognize how to summarize pivot table data in new ways by grouping based on dates or custom arrangements
Apply the Slicer feature to streamline data analysis within tables and pivot tables
Recognize when a pivot table is actually referencing all the data that's to be summarized
Recall how to condense large amounts of information into manageable chunks
Accounting and Finance
Target Job Title:
Income Tax Preparers
Human Resource Personnel
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