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Excel Finesse: Pivot Tables - Advanced 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

In this advanced-level presentation, Excel expert David Ringstrom, CPA, demonstrates techniques for using pivot tables to group and filter your data more efficiently. He explains how to easily extract data from other sources, create simple macros that can resolve the most frustrating aspects of pivot tables, utilize the PowerP........

Why should you attend?

Participants will expand their knowledge of pivot tables in order to manipulate data faster and more efficiently.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. David draws attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. He also provides an Excel workbook that includes most of the examples he uses during the webcast.

Areas Covered in the Session:

  • Filtering data faster by way of the Slicer feature in Excel 2010 and later.
  • Avoiding frustration by understanding the nuances of pivot table formatting.
  • Embedding frequently used lists, such as employees, departments, or key customers, into Excel's interface for use with any spreadsheet.
  • Launching macros that clean up pivot tables with a single mouse click.
  • Getting 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.
  • Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.
  • Creating a macro that will automatically remove the words "Sum Of" from your pivot table fields.
  • Learning the nuances associated with subtotaling data within a pivot table.
  • Drilling down into numbers with a double-click-or preventing other users from being able to do so.
  • Learning how to utilize the PowerPivot feature in Excel 2010 and later.
  • Using the Linked Picture feature to place pivot tables in close proximity to each other without posing conflicts.
  • Learning how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later.

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: ISSEDR004R

Duration: 90 mins

12:30 PM PT | 03:30 PM ET


   

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