Excel Prowess: Intermediate Pivot Tables

About The Event

In this webinar, Excel expert David Ringstrom, CPA, shows how to quickly clean up unwieldy data sets in preparation for analysis with pivot tables. You'll see how to eliminate a common data integrity risk related to pivot tables by utilizing Excel's Table feature. You'll also see three different ways to perform calculations based on data within pivot tables and get an introduction to the Slicer feature which automates filtering within pivot tables.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. He draws your attention to any differences in Excel 2016, 2013, or 2010 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.

Topics covered:

  • Understanding the nuance of crafting formulas that reference data within pivot tables.
  • Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.
  • Using Go To Special to select specific types of cells within a worksheet.
  • Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
  • Transforming an unwieldy list of data into a format that’s ready to be analyzed within a pivot table.
  • Developing calculated fields that perform math on data within the source data.
  • Filling all blank cells within a list of data at once by way of the Ctrl-Enter keyboard shortcut.
  • Building a pivot table report from a list of data.
  • Improving the integrity of pivot tables by utilizing the Table feature in Excel.
  • Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Drilling down into the details behind any amount within a pivot table with just a double-click.

Learning objectives:

  • Identify how to enable or disable the GETPIVOTDATA function in Excel.
  • Apply Excel features that will help improve the integrity of your pivot tables.
  • Recall how to create calculated fields within pivot tables.

Who should attend:

Practitioners who may benefit from learning how to manipulate their pivot table data faster and more efficiently.

Level: Intermediate

Program Prerequisites: Experience with Pivot Tables Is Recommended

 

Advance Preparation: None

 


Industries: Payroll & Accounting, BFSI, Microsoft Office, Accounting And Taxation , Banking, Payroll, Excel
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David H. Ringstrom, CPA

Nationally recognized Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements. David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.

To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

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