Excel 101: Pivot Tables (Completed)

Date: Thursday, March 26, 2020
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 the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

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

  • Adding fields to a blank pivot table to create instant reports
  • Auditing the data source behind pivot tables in Excel spreadsheets
  • Filtering pivot tables to show fewer columns and/or rows of data
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables
  • Adding fields to a blank pivot table to create instant reports
  • 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
  • Creating a pivot table to transform lists of data into on-screen reports
  • Understanding once and for all why pivot tables sometimes count numbers within a field instead of summing
  • Using the Summarize By command to make Excel sum numbers instead of counting
  • Drilling down into the details behind any amount within a pivot table with just a double-click
  • Identifying the ideal data for analysis with Excel's PivotTable feature

Learning Objectives

  • Describe the indicator that signifies whether the columns or rows of a pivot table have been filtered
  • Identify the type of data that Excel's Top 10 filter can be used with
  • Recognize and apply the Report Filter command to filter pivot table data based on a new dimension


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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