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 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.

Topics Covered:

  • 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.


Learning objectives:

  • 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.

Who Should Attend?

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