Webinar Details

Accelerate Excel: Pivot Tables Part 1

Tuesday, September 19, 2017

12:30 p.m. Mountain time (MT)

Program Description

Many Excel users shy away from using pivot tables, primarily because they believe there’s a long learning curve or they’ve experienced frustrations when trying to work with them. However, after participating in this empowering webcast by Excel expert David Ringstrom, CPA, you’ll know how take advantage of this powerful Excel feature and easily transform data into a pivot table–ready format.

David shows you how to instantly create reports by simply dragging and dropping fields with your mouse as well as avoid the quirks and nuances of pivot tables. In addition, you’ll be equipped to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers using the Report Filter command, remove fields from a pivot table, and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention 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 Typically Covered:

Adding fields to pivot tables.
Avoiding disabled features by converting Excel 97–2003 files to modern workbook formats with ease.
Avoiding frustration by understanding the nuances of pivot table formatting.
Determining at a glance if you’re seeing all available data for the fields included on a pivot table or not.
Discovering how pivot tables differ from worksheet formulas and learning the importance of the Refresh command.
Drilling down into numbers with a double-click—or preventing other users from being able to do so.
Getting past the “PivotTable field name already exists” prompt once and for all.
Identifying the requirements of ideal data sets to be analyzed within your pivot tables.
Initiating a pivot table from a list of data.
Learning how to expand and collapse pivot table elements, thereby avoiding information overload.
Learning the nuances associated with subtotaling data within a pivot table.
Seeing multiple ways to remove fields from a pivot table.
Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.
Understanding the differences in pivot table interfaces between Excel 2010 and earlier and Excel 2013 and later.
Understanding the nuances of formatting numbers within pivot tables.
Understanding the nuances of sorting pivot tables.
Understanding why pivot tables sometimes display amounts as text or count amounts instead of summing.
Using the Report Filter command to create breakout tables and dig deeper into the numbers.

Learning Objectives

After completing this webinar, attendees will be able to:

Learn how to expand and collapse groups of data within a pivot table
Identify the best approach for formatting numbers within a pivot table
Describe the default location for pivot table data when you click a checkbox for a given field

Who Should Attend

Practitioners who may benefit from learning how to use Excel pivot tables to create reports

Presenter(s)

David H. Ringstrom, CPA
Mr. David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

CPE Credit

Program Level: Basic	Prerequisites: Previous training or experience with the fundamentals of the subject matter.	Advanced Preparation: None
Delivery Method: Group Internet-Based	CPE Credits: Two (2) Hours	Fields of Study: Computer Software & Applications

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