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.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based 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.
- Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
- Using Excel’s PivotTable feature to quickly identify anomalies within QuickBooks data.
- Adding fields to pivot tables.
- Discovering how pivot tables differ from worksheet formulas and learning the importance of the Refresh command.
- Identifying the requirements of ideal data sets to be analyzed within your pivot tables.
- Avoiding frustration by understanding the nuances of pivot table formatting.
- Learning the nuances associated with subtotaling data within a pivot table.
- Creating a macro that will automatically remove the words “Sum Of” from your pivot table fields.
- Filtering pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later.
- Learning multiple ways to remove fields from a pivot table.
- Disabling the GETPIVOTDATA function if it’s not needed for your analysis.
- Understanding why numeric data may appear in a pivot table more than once and how to correct the problem.
- Define how to expand and collapse groups of data within a pivot table.
- Identify the best approach for formatting numbers within a pivot table.
- List ways to add and/or remove fields from a pivot table.
Who Should Attend?
Practitioners who may benefit from learning how to use Excel pivot tables to create accurate reports.
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