Excel 101: Pivot Tables (Completed)

Date: Wednesday, March 21, 2018
Instructor: David H. Ringstrom
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm 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. In addition, David points out pivot tables traps and shares tricks to help ensure your reports are accurate.

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

  • 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
  • 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
  • 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
  • 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

Level
Basic

Instructional Method
Group: Internet-based

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

Program Prerequisites
Must be familiar with Excel

Advance Preparation
None

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