Excel Explained: Pivot Tables Part 1
Course Number: Webinar
Course Code: n/a
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. 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.
In addition, David explains how to (1) initiate a pivot table from a list of data, (2) expand and collapse pivot table elements, (3) dig deeper into the numbers with the Report Filter command, (4) remove fields from a pivot table…and much more.
David typically demonstrates techniques from the version of Excel used by the majority of attendees. This means he uses Excel 2010, 2013, or 2016 to demonstrate techniques, 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.
what you will learn:
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
And much more…
-OnDemand Recording Only – $295
Interested in the topic but unable to attend the regularly scheduled event? Purchase the recorded version and receive OnDemand playback for 6 months (includes presenter materials).
-CD-ROM and Hardcopy Handouts – $325
CD-ROM plus Hardcopy Handouts. This option includes 6-months OnDemand playback but does not include live session.
Audience: Practitioners who may benefit from learning how to use Excel pivot tables to create accurate reports.