In this empowering presentation, Excel expert David Ringstrom, CPA, shows you step-by-step how to manipulate pivot table data faster and more efficiently. David demonstrates how to use the PivotTable feature, the PowerPivot feature, the Recommended PivotTables feature, and others. After participating in this live webcast, you’ll know how to create self-updating titles for charts and pivot charts, expand and collapse pivot table elements, 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 2016. He’ll draw to your attention 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.
Topics Typically Covered:
- Adding a percentage column to a pivot table with just a couple of mouse actions.
- Adding fields to a blank pivot table to create instant reports.
- 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.
- Filling all blank cells within a list of data at once by way of the Ctrl-Enter keyboard shortcut.
- Improving the integrity of pivot tables by utilizing the Table feature in Excel.
- Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
- Transforming an unwieldy list of data into a format that’s ready to be analyzed within a pivot table.
- Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.
- Understanding the nuance of crafting formulas that reference data within pivot tables.
- Using Go To Special to find errors within spreadsheets.
Learning Objectives:
- Recall how to clean up your pivot tables with a mouse click.
- Apply the PowerPivot feature and the Recommended PivotTables feature.
- Identify pivot table data in new ways by grouping based on dates or custom arrangements that you define.
Who Should Attend:
Practitioners who would like to learn how to manipulate their pivot table data faster and more efficiently
David H. Ringstrom, CPA
Nationally recognized Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements. David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.
To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).