Pivot Tables 101

Author: David H. Ringstrom

CPE Credit:  3 hours for CPAs

In this presentation Excel expert David H. Ringstrom, CPA focuses on the basics of using pivot tables in Excel. Pivot tables empower anyone to easy create reports from complex data by making simple choices with your mouse. Like many features in Excel, pivot tables have nuances that can trip up unaware users. David will point out the tricks and traps of pivot tables that will help you ensure your reports always have the proper integrity. Excel 2013 users can even get a jump start with the Recommended Pivot Tables feature.

David’s materials cover Excel 2016, 2013, 2010, and 2007. When applicable, some slides include alternate instructions for Excel 2003. In this presentation, he demonstrates techniques in Excel 2010, as he finds it’s presently the version most widely utilized by Excel users. David’s detailed handouts serve as reference tools you can fall back on after completing one of his courses. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

Publication Date: October 2015

Designed For
Practitioners who may benefits from quicker data manipulations.

Topics Covered

  • Avoid disabled features by converting Excel 97-2003 files to modern workbook formats with ease.
  • Avoid frustration by understanding the nuances of pivot table formatting.
  • Avoid information overload by expanding and collapsing pivot table elements.
  • 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.
  • Drill down into numbers with a double-click--or prevent users from being able to do so.
  • Identify the requirements for ideal data sets to be analyzed within pivot tables.
  • Incorporate calculations within, or alongside, pivot tables.
  • See how pivot tables differ from worksheet formulas and the importance of the Refresh command.
  • See the nuances of subtotaling data within a pivot table.

Learning Objectives

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

Level
Basic

Format
On-demand

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (3 hours)

Program Prerequisites
None

Advance Preparation
None

Registration Options
Quantity

Fees
Regular Fee$59
Value Pass Fee$0

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