Excel 101: Pivot Tables (Completed)

Date: Thursday, September 14, 2017
Instructor: David H. Ringstrom
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs

Excel expert David Ringstrom, CPA, teaches you the basics of creating and using Excel pivot tables in this valuable presentation. Pivot tables enable you to easily create reports from complex data simply by using your mouse. He shows you how to initiate a pivot table from a list of data, add fields, dig deeper into the numbers, and much more. Pivot tables have a few nuances that can trip up the unaware user, so David points out traps and shares tricks to help ensure the reports you create are accurate.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 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.

Who Should Attend
Practitioners who may benefit from learning how to use Excel pivot tables to easily create accurate reports.

Topics Covered

  • Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.
  • Learning how to expand and collapse pivot table elements, thereby avoiding information overload.
  • Understanding the nuances of formatting numbers within pivot tables.
  • Drilling down into numbers with a double-click—or prevent other users from being able to do so.
  • Understanding the differences in pivot table interfaces between Excel 2010 and earlier and Excel 2013 and later.
  • Using the Report Filter command to create breakout tables and dig deeper into the numbers.
  • Understanding the nuances of sorting pivot tables.
  • Adding fields to pivot tables.
  • Discovering how pivot tables differ from worksheet formulas and learn the importance of the Refresh command.
  • Understanding why pivot tables sometimes display amounts as text or count amounts instead of summing.
  • Getting past the "PivotTable field name already exists" prompt once and for all.
  • Seeing multiple ways to remove fields from a pivot table.

Learning Objectives

  • Identify how to expand and collapse groups of data within a pivot table
  • Identify the best approach for formatting numbers within pivot tables
  • Define the default location for pivot table data when you click a checkbox for a given field


Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Must be familiar with Excel

Advance Preparation

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