Master Excel Pivot Tables and Charts: Analyze Data Like A Scientist!

Learn How to Use The Power of Pivot Table to Easily Create Accurate & Impactful Reports from Complex Data Simply by Using Your Mouse.

Instructor :
David Ringstrom

Webinar ID:
2022

Date: JUL 02, 2024 (TUE)

Start Time: 10 am PT

Duration: 90 Mins

What you will learn

  • Identify how to expand and collapse groups of data within a pivot table.
  • Identify the best approach for formatting numbers within pivot tables.
  • Identifying the ideal data for analysis with Excel’s PivotTable feature.
  • Learn how to audit the data source behind pivot tables in Excel spreadsheets.
  • Identify how to expand and collapse groups of data within a pivot table.
  • Identify the best approach for formatting numbers within pivot tables.
  • Define the default location for pivot table data when you click a checkbox for a given field.
  • Learn how to audit the data source behind pivot tables in Excel spreadsheets.
  • Identifying the ideal data for analysis with Excel’s PivotTable feature.

Course Description

Excel expert David Ringstrom, CPA, teaches you the basics of creating and using Excel pivot tables in this valuable presentation.

Pivot tables enable you to easily create reports from complex data simply by using your mouse.

He shows you how to initiate a pivot table from a list of data, add fields, dig deeper into the numbers, and much more.

In addition, David points out pivot table traps and shares tricks to help ensure your reports are accurate.

David demonstrates every…

Excel expert David Ringstrom, CPA, teaches you the basics of creating and using Excel pivot tables in this valuable presentation.

Pivot tables enable you to easily create reports from complex data simply by using your mouse.

He shows you how to initiate a pivot table from a list of data, add fields, dig deeper into the numbers, and much more.

In addition, David points out pivot table traps and shares tricks to help ensure your reports are accurate.

David demonstrates every technique at least twice:

  • First, on a PowerPoint slide with numbered steps
  • Second, in the Microsoft 365 (formerly known as 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.

Why you should attend

Excel’s Pivot Table feature is an incredibly powerful tool that enables you to easily create reports from complex data simply by using your mouse.

Most people’s eyes glaze over because it’s really hard to see why you should care about pivot tables until you actually use one. One of the best ways to see why pivot tables are worth your time is to compare building a pivot table report to the process of building the same report manually.

Join us to learn:

  • Identify how to expand and collapse groups of data within a pivot table.
  • Identify the best approach for formatting numbers within pivot tables.
  • Define the default location for pivot table data when you click a checkbox for a given field.

Excel’s Pivot Table feature is an incredibly powerful tool that enables you to easily create reports from complex data simply by using your mouse.

Most people’s eyes glaze over because it’s really hard to see why you should care about pivot tables until you actually use one. One of the best ways to see why pivot tables are worth your time is to compare building a pivot table report to the process of building the same report manually.

Join us to learn:

  • Identify how to expand and collapse groups of data within a pivot table.
  • Identify the best approach for formatting numbers within pivot tables.
  • Define the default location for pivot table data when you click a checkbox for a given field.

Areas Covered

  • Repositioning or removing subtotals within pivot tables.
  • Auditing the data source behind pivot tables in Excel spreadsheets.
  • Determining the one way you can incorporate blank rows within a pivot table.
  • Understanding once and for all why pivot tables sometimes count numbers within a field instead of summing.
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
  • Identifying the ideal data for analysis with Excel’s PivotTable feature.
  • Managing information overload by collapsing…
  • Repositioning or removing subtotals within pivot tables.
  • Auditing the data source behind pivot tables in Excel spreadsheets.
  • Determining the one way you can incorporate blank rows within a pivot table.
  • Understanding once and for all why pivot tables sometimes count numbers within a field instead of summing.
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
  • Identifying the ideal data for analysis with Excel’s PivotTable feature.
  • Managing information overload by collapsing or expanding pivot table fields.
  • Filtering pivot tables to show fewer columns and/or rows of data.
  • Jump-starting pivot tables by way of the Recommended PivotTables feature in Excel 2013 and later.
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
  • Deleting a group of worksheets all at once from within an Excel workbook.

Who is this course for

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

Instructor Profile

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. David’s mantra is “Either you work Excel, or it works you,” so...

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.

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. 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.

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