Expediting Excel: Pivot Tables (Part 1) - Basic Level
28 Jun 2018
- 01:00 PM to 02:00 PM EST
60 Minutes

Pivot tables are one of the most underutilized features in Excel, primarily because users often believe there’s a long learning curve.

Expediting Excel: Pivot Tables (Part 1) - Basic 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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28 Jun 2018 - 01:00 PM to 02:00 PM
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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.

Who Will Benefit

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Excel User
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel

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