Pivot Tables: Microsoft Excel's Instant Report Writer

Duration: 120 Minutes
In this presentation Excel expert David H. Ringstrom, CPA helps you understand both the nuances and the power of pivot tables in Excel.
Pivot Tables
Instructor: David H. Ringstrom
Product ID: 500944

Pivot tables are one of Microsoft Excel's least understood, yet most powerful features. With just a few mouse clicks you can instantly create reports from voluminous lists of data. Instead of trying to manually pore through data by sorting or filtering, you can quickly create a summary format that you rearrange by simply dragging and dropping field names on the screen. Of course there's a minor catch, you do have to structure your data properly otherwise your report will either be incomplete, or may return the count of the records displayed instead of summing.

Areas Covered
  • Learn the basics of pivot table creation
  • Avoid frustration by understanding the nuances of pivot table formatting
  • Dig deeper into the numbers by using the Report Filter command to create break-out tables
  • Disable the GETPIVOTDATA function if you don't need it for your analysis
  • Discover the recommended pivot tables feature in Excel 2013 and later
  • Drill down into numbers with a double-click--or prevent users from being able to do so
  • Filter data faster by way of the Slicers feature in Excel 2010 and later
  • Incorporate calculations within, or alongside, pivot tables
  • Learn how to utilize the PowerPivot feature in Excel 2010 and later
  • Mitigate the side effects of converting a table back to a normal range of cells
  • Quickly summarize complex data sets with Excel's Pivot Chart feature
  • Quickly whip unwieldy data into the format required for pivot table analysis
  • See how pivot tables differ from worksheet formulas and the importance of the Refresh command
  • See how the table feature can vastly improve the integrity of pivot tables in Excel
  • See the nuances of subtotaling data within a pivot table
  • Summarize information from Access databases and other sources
  • Use a simple keyboard shortcut to post the same formula to multiple cells at once
Why Should you Attend
Anyone who works with lists of data in Excel should be aware of pivot tables. David will also touch on the accompanying Pivot Charts feature, as well as explain new features available only in Excel 2013 and 2016.

Objectives of the Presentation
  • Quickly transform lists of raw data into usable reports in just a few simple steps
  • Format and analyze pivot table data with ease
  • Explore the Slicers feature introduced in Excel 2010, as well as recommended Pivot Tables in Excel 2013
  • Quickly summarize complex data sets with Excel's Pivot Chart feature
  • Incorporate calculations within, or alongside, pivot tables
  • Drill down into numbers with a double-click--or prevent users from being able to do so
Who can Benefit
  • Accountants
  • Analysts
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Instructor 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.
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