Learn the basics of creating and using Excel pivot tables in this comprehensive webcast presented by Excel expert David Ringstrom, CPA. Pivot tables allow you to 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, remove fields from a pivot table, and more. Pivot tables have a few nuances that can trip up the unaware user, so David points out the traps and shares tricks that will help ensure the reports you create are accurate.
WHY SHOULD YOU ATTEND?
Those who wish to learn how to use Excel pivot tables to easily create accurate reports.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016.
David draws participants’ attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts.
David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward.
David provides an Excel workbook that includes a majority of the examples he uses during the session
AREA COVERED
- 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.
LEARNING OBJECTIVES
- Identify how to expand and collapse groups of data within a pivot table.
- Learn the best approach for formatting numbers within pivot tables.
- Identify the default location for pivot table data when you click a checkbox for a given field.
- Initiate a pivot table from a list of data.
- Learn how to dig deeper into the numbers with the Report Filter command.
- Learn how to remove fields from a pivot table.
WHO WILL BENEFIT?
- Accounting
- Marketing
- Banking
- Finance
- Management Consulting
- Human Resources
Those who wish to learn how to use Excel pivot tables to easily create accurate reports.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016.
David draws participants’ attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts.
David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward.
David provides an Excel workbook that includes a majority of the examples he uses during the session
- 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.
- Identify how to expand and collapse groups of data within a pivot table.
- Learn the best approach for formatting numbers within pivot tables.
- Identify the default location for pivot table data when you click a checkbox for a given field.
- Initiate a pivot table from a list of data.
- Learn how to dig deeper into the numbers with the Report Filter command.
- Learn how to remove fields from a pivot table.
- Accounting
- Marketing
- Banking
- Finance
- Management Consulting
- Human Resources
Speaker Profile
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software, and is the Tech Editor-at-Large for Accounting WEB and Going Concern. David offers Excel training and consulting services nationwide.
Upcoming Webinars
Managing Toxic & Other Employees Who Have Attitude Issues
Effective Onboarding: How to Welcome, Engage, and Retain Ne…
Analytical Method Validation Under Good Laboratory Practic…
Do's and Don'ts of Documenting Employee Behaviour, Performa…
Sunshine Act Reporting - Clarification for Clinical Research
Onboarding New Hires: Leverage the Potential of Artificial …
Do's and Don'ts of Giving Effective Feedback for Performanc…
Tattoos, hijabs, piercings, and pink hair: The challenges …
Using Behavior Based Interviewing for Finding the Best Matc…
How to Document Employee Discussions and Why it is Important
Project Management for HR, Administrative Professionals, an…
Stressed Out: How to Handle Conflict, Difficult People and …
Harassment, Bullying, Gossip, Confrontational and Disruptiv…
Marketing to Medicare or Medicaid Beneficiaries - What You …
Understanding the Artificial Intelligence Landscape
Best Practices for Working With Vendors and Suppliers
Accounting For Non Accountants : Debit, Credits And Financi…
Principles & Practices for the Cybersecurity of Legacy Medi…
Independent Contractor vs. Employee New Rule Issued by The …
The Top Ten Excel Functions Everyone Should Know
Ultimate Persuasion Strategies! - Secret Influence Tools & …
Clinical Trial Systems: The Trial Master File (TMF) and Ele…
Dealing With Difficult People In Life & Work
Improving Employee Engagement & Retention Through Stay Inte…
Fair Lending in Q2 2024: new regulations, examinations, and…
FDA Regulation of Artificial Intelligence/ Machine Learning
Form 1099 Update 2024: Latest Forms, Rules and Reporting Re…
Coming Soon - New Minimum Salary Levels for Exempt Employee…
Beyond ‘Illegal’ Interview Questions: What Recruiters & Hir…
Bootcamp for New Managers and Supervisors: Avoid These 7 Mi…
Writing Techniques for Auditors and Risk Management Profess…
Coaching & Retaining Your Talent – Putting the WOW into Qua…
Outlook - Master your Mailbox - Inbox Hero Inbox Zero
Emotional Intelligence: Mastering the Emotions of Great Lea…
Building Fair Chance Hiring Policies in 2024
Effectively Handle Toxic People for Better Productivity and…
Third-Party Relationships: Risk Management: What All Bankin…
HR 101 - Bootcamp Basics for New Human Resource Professiona…
How to Manage and Resolve Conflict in the Workplace
Impact Assessments For Supplier Change Notices
Performance Management with Bottom-Line Results
How to Give Corrective Feedback: The CARE Model - Eliminati…
Human Error Reduction Techniques for Floor Supervisors
Credit Risk Discipline Tools - Implementing 14 Tools for Cr…
FDA Compliance And Laboratory Computer System Validation