Excel Explained: Intermediate Pivot Tables

Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables in this broad-reaching live webcast. Step-by-step, he explains how to implement the PivotTable feature, the PowerPivot feature, the Recommended PivotTables feature, and others. After participating in David’s presentation, you’ll be equipped to create self-updating titles for charts and pivot charts, expand and collapse pivot table elements, drill down into numbers with a simple double-click, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Covered Topics

  • Using Go To Special to select specific types of cells within a worksheet.
  • Drilling down into the details behind any amount within a pivot table with just a double-click.
  • Understanding the nuance of crafting formulas that reference data within pivot tables.
  • Developing calculated fields that perform math on data within the source data.
  • Improving the integrity of pivot tables by utilizing the Table feature in Excel. 
  • Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.
  • Adding interactivity to pivot tables by using the Slicer feature for filtering in Excel 2010 and later.
  •  Adding fields to a blank pivot table to create instant reports.
  • Utilizing the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges.
  • Controlling information overload within pivot charts by filtering.
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
  • Creating a pivot table to transform lists of data into on-screen reports.

Who Should Attend?

Practitioners who may benefit from learning how to manipulate their pivot table data faster and more efficiently.