Webinar Details

Accelerate Excel: Pivot Tables Part 2

Wednesday, September 20, 2017

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

Program Description

Excel expert David Ringstrom, CPA, explains how to push the boundaries of pivot tables in this illuminating webcast. He outlines the nuances of grouping and sorting data automatically—in any order you desire—versus only using Excel’s default of sorting data alphabetically.

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.

You’ll be equipped to add even more interactivity to your pivot tables after participating in this comprehensive presentation.

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:

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.

Learning Objectives

After completing this webinar, attendees will be able to:

Apply the Custom Lists feature to override the default alphabetical sort order within pivot tables
Define how to create pivot tables from information you extract from databases
Identify how to summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define

Who Should Attend

Practitioners who would like to learn how to manipulate their pivot table data faster and more efficiently

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: Intermediate	Prerequisites: Previous training or research on subject matter being taught.	Advanced Preparation: Previous Experience with Excel Pivot Tables
Delivery Method: Group Internet-Based	CPE Credits: Two (2) Hours	Fields of Study: Computer Software & Applications

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