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Self-Study Courses

Intermediate PivotTable Techniques (Currently Unavailable)

2 CPE Credits $35.00/credit hour
5.0 (2 ratings)
In this course, author and Excel expert David H. Ringstrom, CPA, will enable you to level up your PivotTable skills. Automate data transformations and create self-updating PivotTables by way of Power Query. David will also delve into techniques like reconstructing PivotTable source data, preventing unwanted drill-down actions, and safeguarding your PivotTable-based data. David will contrast different ways to perform calculations inside and alongside PivotTables and overcome pesky nuances such as the GETPIVOTDATA worksheet function.

David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel proficiency with expert tips, automation techniques, and overlooked features”. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the course and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Publication Date: February 2024

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

Topics Covered

  • Filling gaps within PivotTables by way of the Repeat All Item Labels command
  • Employing PivotTables to count the number of times an item appears in a list
  • Determining which refresh commands in Excel update a single PivotTable versus all PivotTables in a workbook
  • Repositioning or removing subtotals within PivotTables
  • Resolving situations where data appears more than once within a PivotTable
  • Converting a PivotTable to static numbers for archival purposes or to prevent drilling down into the underlying data
  • Preventing PivotTables, from automatically resizing columns when you refresh or filter the data
  • Determining the one way you can incorporate blank rows within a PivotTable
  • Adding a percentage column to a PivotTable with just a couple of mouse actions
  • Filtering two or more PivotTables simultaneously by way of the Slicer feature
  • Suppressing the External Data security warning on a workbook by workbook basis
  • Developing calculated fields that perform math on data within the source data

Learning Objectives

  • Identify which menu the Get Data command appears on in Excel 2019 and later
  • Identify the location of the pivot table-related Subtotals command within Excel's ribbon menu interface
  • Identify the location of the AutoFit Column Widths on Update command within the Pivot Table Options dialog box
  • Identify how to refresh all PivotTables in a workbook at once
  • Identify the mouse action you can carry out on the Grand Total row of a PivotTable to reconstruct the underlying PivotTable source data

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Specialized Knowledge and Applications (2 hours)

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

Advance Preparation
None

Instructor

David H. Ringstrom

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches over 200 webinars each year. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. He's currently writing a book titled "Exploring Excel's Hidden Treasures". To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).
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