Intermediate Excel Pivot Table Techniques (Completed)

Date: Thursday, April 18, 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

In this presentation, Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables. David explains the PivotTable feature, the Linked Picture feature, the Recommended PivotTables feature, and others. You’ll learn how to create self-updating titles for charts and pivot charts, automate your work using macros, drill down into numbers with a simple double-click, and more.

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 wish to become more proficient users of Excel pivot tables in order to manipulate data more efficiently and effectively.

Topics Covered

  • Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list
  • Using Go To Special to find errors within spreadsheets
  • Visualizing lists of data graphically by way of Excel's PivotChart feature
  • Transforming an unwieldy list of data into a format that's ready to be analyzed within a pivot table
  • Improving the integrity of pivot tables by utilizing the Table feature in Excel
  • Filling all blank cells within a list of data at once by way of the Ctrl-Enter keyboard shortcut
  • Controlling information overload within pivot charts by filtering
  • Building a pivot table report from a list of data
  • Understanding how pivot chart formatting works much like formatting other types of charts in Excel

Learning Objectives

  • Identify the ribbon tab that contains the Convert to Range command
  • Recognize the keyboard shortcut that creates a pivot chart based on an existing pivot table
  • Describe which menus appear and disappear as you click within or outside of a pivot table


Instructional Method
Group: Internet-based

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

Program Prerequisites
Experience with Pivot Tables or Completion of Excel 101: Pivot Tables.

Advance Preparation

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