Excel Made Clear: Pivot Table Techniques

Excel expert David H. Ringstrom, CPA, teaches you pivot table basics in this comprehensive presentation. Pivot tables enable 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. Like 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 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.

Office 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.

Topics Covered:

  • Filtering pivot table data based on a new dimension by using the Report Filter command.
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
  • Exploring the nuances of formatting numbers within pivot tables.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
  • Filtering pivot table data based on a new dimension by using the Report Filter command.
  • Repositioning or removing subtotals within pivot tables.
  • Adding fields to a blank pivot table to create instant reports.
  • Deleting a group of worksheets all at once from within an Excel workbook.
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
  • Resetting all filters at once within a pivot table by way of the Clear Filters command.
  • Adding fields to a blank pivot table to create instant reports.

Who Should Attend?

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