Excel Explained: Pivot Tables 101

Recorded Webinar | David H. Ringstrom | From: Apr 14, 2022 - To: Dec 31, 2022

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Excel expert David H. Ringstrom, CPA, focuses on the basics of using Excel pivot tables in this comprehensive presentation. Pivot tables empower you to easily create reports from complex data, simply by using your mouse. David explains how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers with the Report Filter command, and much more. As is the case with many features in Excel, pivot tables have nuances that can trip you up, so David points out traps and teaches you tricks to help ensure your reports are always accurate.

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 (2021, 2019, 2016, 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 2021, Excel 2019, and so on.

Areas Covered:-

  • Identifying the ideal data for analysis with Excel’s PivotTable feature.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
  • Adding rows to a blank pivot table to create instant reports.
  • Repositioning or removing subtotals within pivot tables.
  • Exploring the nuances of formatting numbers within pivot tables.
  • Avoiding the dreaded PivotTable Field Name Already Exists error prompt.
  • Filtering pivot tables to show fewer columns and/or rows of data.
  • Present the largest or smallest values in chart form by way of a Top 10 pivot chart.
  • Unlocking additional filtering capabilities in pivot tables by knowing where to position one's cursor to re-enable the Filter command.
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
  • Reset all filters at once within a pivot table by way of the Clear Filters command.

Who Should Attend?

Professionals who need to create actionable reports from lists of data with minimal effort.

David H. Ringstrom

Acclaimed 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, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel. His comprehensive yet easy to understand presentations cover Excel 2016, 2013, 2010, and 2007. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.

Training Providers Currently Offering David’s Coursework Allinial Global American Institute of Continuing Professional Education AtoZ Compliance Aurora Training Advantage Avant Resources Clear Law Institute Compliance Global Compliance Online Compliance4All ComplianceIQ CPAselfstudy.com CPA Training Center CPEcredit.com CPE Link CPE Suite Excel University FER CPE Greg Souther Bank Webinars Lawline Learn Signal National Association of Certified Valuators and Analysts (NACVA) Online Compliance Panel ProBeta Training Proformative Skill Educators StudentsExcel.com Total Training Solutions Western CPE Published Writing Idiot’s Guides: Introductory Accounting (coauthor) AccountingWeb (staff writer) Sleeter Report (blog columnist) Microsoft’s Professional Accountants’ Network The Successful California Accountant New Jersey Society of CPAs Microsoft Office and VBA Developer Microsoft Small Business Accounting Inside Lotus 1-2-3 Inside Quattro Pro Inside FileMaker Pro Inside Peachtree Inside QuickBooks Technical Editing David has served as the technical editor of more than 34 books—many in the For Dummies series—including: QuickBooks Simple Start for Dummies QuickBooks for Dummies QuickBooks All-in-One Desk Reference for Dummies Quicken for Dummies Quicken All-in-One Desk Reference for Dummies Peachtree for Dummies com for Dummies Public Speaking American Woman’s Society of Certified Public Accountants Atlanta Chapter Avant Resources CPEcredit.com CPE Link Eli Research Georgia Government Finance Officers Association Georgia Society of CPAs, North Perimeter Chapter Georgia Society of CPAs, Southeastern Accounting Show Georgia Tech’s Center for Manufacturing Information Technology South Carolina Society of CPAs Professional Memberships Member: American Institute of Certified Public Accountants Member: Georgia Society of Certified Public Accountants (GSCPA) Former Member: GSCPA Budget Committee Former Member: GSPCA Executive Committee, Information Technology Former Member: GSCPA Information Technology Committee Former Member: Georgia Tech Economic Development Institute Information Technology Advisory Committee Education and Military Service Georgia State University, Bachelor of Business Administration in Accounting United States Navy: 1983–1986, USS Nicholas (FFG-47)