Excel Explained: Pivot Tables - Two-Part Series

This is the two-part webinar to be held on June 19th and 26th, 2017. To sign up for parts 1 or 2 individually, click on the links in the covered topics below.

Excel expert David H. Ringstrom, CPA, starts with the basics and then teaches you how to push the boundaries of using Excel pivot tables in this series. Pivot tables empower you to easily create reports from complex data, simply by using your mouse. However, like 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.

What You Will Learn:

  • Part One (Monday, June 19th, 2017)
    • Identify the requirements of ideal data sets to be analyzed within your pivot tables
    • Initiate a pivot table from a list of data
    • Understand the differences in pivot table interfaces between Excel 2010 and earlier and Excel 2013 and later
    • Add fields to pivot tables
    • Avoid frustration by understanding the nuances of pivot table formatting
    • Incorporate calculations within or alongside pivot tables
    • Understand why pivot tables sometimes display amounts as text or count amounts instead of summing
    • Learn the nuances associated with subtotaling data within a pivot table
    • Use Excel’s PivotTable feature to condense large amounts of information into manageable chunks
    • Discover how pivot tables differ from worksheet formulas and learn the importance of the Refresh command
    • Use the Report Filter command to create breakout tables and dig deeper into the numbers
    • Define how to expand and collapse groups of data within a pivot table
  • Part Two (Monday, June 26th, 2017)
    • Compile unwieldy data into the format required for pivot table analysis quickly and easily
    • Use a simple keyboard shortcut to post the same formula to multiple cells at once
    • Learn how the Table feature can vastly improve the integrity of pivot tables in Excel
    • Learn the basics of creating pivot tables.Incorporate calculations within or alongside pivot tables
    • Verify that a pivot table is actually referencing all the data you're expecting to be summarized
    • Use Excel's PivotTable feature to condense large amounts of information into manageable chunks
    • Learn how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later
    • Filter pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later
    • Determine at a glance if you’re seeing all available data for the fields included on a pivot table or not
    • Learn how the Table feature allows you to transform filtering tasks
    • Discover how pivot tables differ from worksheet formulas and learn the importance of the Refresh command

Who Should Attend?

Practitioners who may benefit from learning how to use Excel pivot tables to create accurate reports and manipulate their pivot table data faster and more efficiently.


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   Live Plus Five (days) - $485   
   6-Month OnDemand Weblink - Series - $535   
   CD-ROM and Hardcopy Handouts - Series - $625   
   Live Plus Six (months) - $665   
   Premier Package - Series - $715   
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