Excel Agility: Pivot Tables Part 1 – LIVE WEBINAR


Excel expert David Ringstrom, CPA, introduces the basics of creating and using Excel pivot tables in this valuable presentation. Pivot tables enable you to easily create reports from complex data simply by using your mouse. Davie shows you how to initiate a pivot table from a list of data, add fields, dig deeper into the numbers, and much more. In addition, he points out pivot table traps and shares tricks to help ensure your reports are accurate.

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.

Topics Typically Covered:

•Adding fields to a blank pivot table to create instant reports.

•Determining which refresh commands will update a single pivot table versus all pivot tables in a workbook.

•Filtering pivot tables to show fewer columns and/or rows of data.

•Exploring the nuances of formatting numbers within pivot tables.

•Resetting all filters at once within a pivot table by way of the Clear Filters command.

•Creating a pivot table to transform lists of data into on-screen reports.

•Repositioning or removing subtotals within pivot tables.

•Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.

•Presenting the largest or smallest values in chart form by way of a Top 10 pivot chart.

Learning Objectives:

•Identify how to expand and collapse groups of data within a pivot table.

•Identify the best approach for formatting numbers within pivot tables.

•Define the default location for pivot table data when you click a checkbox for a given field.

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