Intermediate Excel Pivot Table Techniques (Currently Unavailable)

Author: David H. Ringstrom

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 the subscription-based Microsoft 365 (formerly 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.

Microsoft 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.

Publication Date: April 2021

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

• Adding a percentage column to a pivot table with just a couple of mouse actions
• Adding rows to a blank pivot table to create instant reports
• Building a pivot table report from a list of data
• Controlling information overload within pivot charts by filtering
• Creating a pivot table to transform lists of data into on-screen reports
• Developing calculated fields that perform math on data within the source data
• Drilling down into the details behind any amount within a pivot table with just a double-click
• Filling all blank cells within a list of data at once by way of the Ctrl-Enter keyboard shortcut
• Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature
• Improving the integrity of pivot tables by utilizing the Table feature in Excel
• Preventing pivot tables from automatically resizing columns when you refresh or filter the data
• Removing the Table feature from Excel spreadsheets once it's no longer needed or simply erasing the alternate row shading

Learning Objectives

• Recognize and apply the macro that will automatically format number fields you've added
• Define how to create self-updating titles for pivot table charts
• Identify calculation methods to use within pivot tables
• Identify where Pivot Table commands appear on which Excel menus
• Identify which ribbon tab contains the Change Data Source command
• Describe true statement about Slicers

Level
Intermediate

Instructional Method
Self-Study

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

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

Advance Preparation
None