Advanced Excel Pivot Table Techniques

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

In this advanced on-demand course, you'll learn how to extract data from other sources, create macros, determine the number of duplicates in a list, and more. You’ll soon discover how to bring a new level of interactivity to your pivot tables.

Excel expert David Ringstrom, CPA, 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.

Publication Date: May 2018

Designed For
Practitioners who would like to expand their knowledge of manipulating and grouping pivot table data.

Topics Covered

  • Creating dynamic and interactive graphs with Excel's PivotChart feature
  • Discovering the Recommended PivotTables feature
  • Launching macros that clean up pivot tables with a single mouse click
  • Learning the nuances associated with subtotaling data within a pivot table
  • Learning how the Table feature can vastly improve the integrity of pivot tables in Excel
  • Incorporating calculations within or alongside pivot tables
  • Learning how to expand and collapse pivot table elements, thereby avoiding information overload
  • Gaining control of unruly pivot table data by creating a macro that can automatically transform all count fields into sums and apply number formatting in one fell swoop
  • Mitigating the side effects of converting a table back to a normal range of cells
  • Compiling unwieldy data into the format required for pivot table analysis quickly and easily
  • Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables

Learning Objectives

  • Apply the Custom Lists feature to override the default sort order within pivot tables
  • Describe how to create pivot tables from information you extract from databases
  • Identify pivot table data in new ways by grouping based on dates or custom arrangements that you define
  • Recognize how to import date from a Microsoft Access table
  • Identify how to disable custom list sorting
  • Describe how to slice multiple tables
  • Differentiate the steps to resolve duplicate value problems
  • Recognize how to create a Macro icon and how it is used
  • Identify which Excel version is used to summarize Microsoft Access data
  • Describe hoe to set up automatic pivot table refresh in Excel
  • Recognize how to automate pivot table refresh in Excel
  • Identify likely reasons you have pivot table duplicate values
  • Utilize a pivot table number format macro


Instructional Method

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

Program Prerequisites
Intermediate-Level Experience with Excel Pivot Tables.

Advance Preparation

Registration Options
Regular Fee $59.00

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