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Excel Explained: Pivot Tables 101

Excel expert David H. Ringstrom, CPA, focuses on the basics of using Excel pivot tables in this comprehensive presentation. Pivot tables empower you to easily create reports from complex data, simply by using your mouse. David explains how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers with the Report Filter command, and much more. As is the case with 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.

OnDemand
Recorded Wednesday,
May 24th, 2023
Presented by David Ringstrom
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

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David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 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. Microsoft 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 2021, Excel 2019, and so on.

What You'll Learn

  • Converting a pivot table to static numbers for archival purposes or to prevent drilling down into the underlying data
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook
  • Auditing the data source behind pivot tables in Excel spreadsheets
  • Preventing pivot tables from automatically resizing columns when you refresh or filter the data
  • Jump-starting pivot tables by way of the Recommended PivotTables feature in Excel 2013 and later
  • Exploring the nuances of formatting numbers within pivot tables
  • Avoiding the dreaded PivotTable Field Name Already Exists error prompt
  • Adding columns to a blank pivot table to create instant reports
  • Filtering pivot tables to show fewer columns and/or rows of data
  • Presenting the largest or smallest values in chart form by way of a Top 10 pivot chart
  • Repositioning or removing subtotals within pivot tables
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form

Who Should Attend

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

David Ringstrom

Instructor Bio

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).

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