pivot table

Pivot Table Virtual Bootcamp - Part 1 & Part 2 (Basic & Intermediate level)
29 Jan 2019
- 01:00 PM to 02:30 PM EST
150 Minutes

Pivot Table Part 1 - Pivot tables are one of the most underutilized features in Excel, primarily because users often believe there’s a long learning curve.
Pivot Table Part 2 - Learn advanced Pivot Table techniques to add more interactivity to pivot tables and minimize repetitive tasks.

Pivot Table Virtual Bootcamp - Part 1 & Part 2 (Basic & 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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29 Jan 2019 - 01:00 PM to 30 Jan 2019 - 02:30 PM
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Overview

First part of this virtual bootcamp class series will be live on January 29th, 2019 at 1 PM EST
Second part of this virtual bootcamp class series will be live on January 30th, 2019 at 1 PM EST

Pivot tables are one of the most underutilized features in Excel, primarily because users often believe there’s a long learning curve. But once you’ve participated in this empowering webcast presented by Excel expert David Ringstrom, CPA, you’ll know how to transform data into a pivot table–ready format and instantly create reports by simply dragging and dropping fields with your mouse.

David will demonstrate techniques from Excel 2016, but his detailed handouts identify differences in Excel 2007, 2010, 2013, and 2016 when needed. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants’ questions, so come ready to pick his brain. David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes most of the examples he uses during the webcast.

Topics Covered

  • Identifying the requirements of ideal data sets to be analyzed within your pivot tables.
  • Initiating a pivot table from a list of data.
  • Understanding the differences in pivot table interfaces between Excel 2010 and earlier and Excel 2013 and later.
  • Adding fields to pivot tables.
  • Avoiding frustration by understanding the nuances of pivot table formatting.
  • Seeing multiple ways to remove fields from a pivot table.
  • Understanding the nuances of formatting numbers within pivot tables.
  • Learning the basics of creating pivot tables.
  • Learning the nuances associated with subtotaling data within a pivot table.
  • Understanding why pivot tables sometimes display amounts as text or count amounts instead of summing.
  • Learning how to expand and collapse pivot table elements, thereby avoiding information overload.
  • Understanding the nuances of sorting pivot tables.
  • Getting past the “PivotTable field name already exists” prompt once and for all.
  • Determining at a glance if you’re seeing all available data for the fields included on a pivot table or not.
  • Drilling down into numbers with a double-click—or preventing other users from being able to do so.
  • Discovering how pivot tables differ from worksheet formulas and learning the importance of the Refresh command.
  • Discovering the Recommended PivotTables feature.

Learning Objectives

  • Describe the basics of creating pivot tables.
  • Identify how to transform data into a pivot table–ready format and instantly create reports.
  • Learn how to expand and collapse groups of data within a pivot table.
  • Identify the best approach for formatting numbers within a pivot table.
  • Apply the Recommended PivotTables feature.
  • Describe the default location for pivot table data when you click a checkbox for a given field.

 

Overview

Second part of this virtual bootcamp class series will be live on Januray 30th, 2019 at 1 PM EST

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.

Topics 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:

  1. Extracting data from Microsoft Access with just a few mouse clicks.
  2. Creating simple macros that can resolve the most frustrating aspects of pivot tables.
  3. Using the Slicer feature in Excel 2010 and later to filter data faster.
  4. Creating breakout tables and digging deeper into the numbers.
  5. Embedding lists into Excel’s interface—and much more.

Learning Objectives

  • 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

What You Get

  • Training Materials - Sample Excel workbook, Presentation Slides
  • Live Q&A Session with the Speaker
  • Participation Certificate
  • Earn 100 Loyalty points with every booking. You can redeem one live webinar with 300 loyalty points.
  • At the Q&A session following the live event, ask a question and get a direct response from our expert speaker

Important Note

1. For Live webinar attendee, you can find webinar joining details at user dashboard. (Create an account)
2. Live webinar attendees can download the participation certificate & credit points from dashboard after approval.
3. For Web download - You can download recorded video & handouts from user dashboard after Live webinar session.

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