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Excel Finesse: Pivot Tables - Beginning Techniques

David H. Ringstrom, CPA Keynote Speaker at Ijona Skills. He is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra 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.

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Overview

You'll learn the basics of creating and using Excel pivot tables in this valuable webcast presented by Excel expert David Ringstrom, CPA. Pivot tables allow you to create reports from complex data simply by using your mouse. Pivot tables have a few nuances that can trip up the unaware user, so David points out the traps and shares tricks that will help ensure the reports you create are accurate.

Why should you attend?

Practitioners who may benefit from learning how to use Excel pivot tables to easily create accurate reports.

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.

Areas Covered in the Session:

  • Adding fields to a blank pivot table to create instant reports.
  • Auditing the data source behind pivot tables in Excel spreadsheets.
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Deleting a group of worksheets all at once from within an Excel workbook.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
  • Discovering four different ways to remove data from a pivot table report.
  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
  • Drilling down into the details behind any amount within a pivot table with just a double-click.
  • Exploring the nuances of formatting numbers within pivot tables.
  • Filtering pivot table data based on a new dimension by using the Report Filter command.

Who can Benefit:

  • Accountants.
  • CPAs.
  • CFOs.
  • Controllers.
  • Excel User.
  • Income Tax Preparers.
  • Enrolled Agents.
  • Financial Consultants.
  • IT Professionals.
  • Auditors.
  • Human Resource Personnel.
  • Bookkeepers.
  • Marketers.
  • Government Personnel.

Webinar Id: ISSEDR004

Duration: 90 mins

   

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