Excel 101: Pivot Tables

Date: Thursday, March 7, 2019
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 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.

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

Topics Covered

  • Repositioning or removing subtotals within pivot tables
  • Auditing the data source behind pivot tables in Excel spreadsheets
  • Determining the one way you can incorporate blank rows within a pivot table
  • Understanding once and for all why pivot tables sometimes count numbers within a field instead of summing
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables
  • Identifying the ideal data for analysis with Excel's PivotTable feature
  • Adding fields to a blank pivot table to create instant reports
  • Managing information overload by collapsing or expanding pivot table fields
  • Filtering pivot tables to show fewer columns and/or rows of data
  • Jump-starting pivot tables by way of the Recommended Pivot Tables feature in Excel 2013 and later
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form
  • Deleting a group of worksheets all at once from within an Excel workbook

Learning Objectives

  • Identify the location of the PivotTable command within Excel's ribbon menu interface
  • Identify which of four ways is not a method for removing fields from a pivot table
  • Identify the location of the pivot table-related Subtotals command within Excel's ribbon menu interface


Instructional Method
Group: Internet-based

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

Program Prerequisites
Must be familiar with Excel

Advance Preparation

Registration Options
*Note: 3 or more qualifies for discounted Group Participant Fee
Regular Fee $79
Group Participant Fee $59

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