| Pivot Table Proficiency (2-part series) | | | | | | | | June | | | | 28-29 | | 1 pm - 2:40 pm ET each day | | | | | | | | | | Pivot Table Proficiency: Part 1
June 28th, 2016, 1:00 PM to 2:40 PM, ET
It's easy to create reports from complex data by using pivot tables in Microsoft Excel. In Part 1 of this two-part webinar series, you'll learn how to use Excel pivot tables and avoid traps that can trip up unaware users. You'll also learn how to implement the Recommended PivotTables feature in Excel 2013 and later. Upon completion of this course, you'll be able to: - Expand and collapse groups of data within a pivot table
- Apply the best approach for formatting numbers within a pivot table
- Identify the default location for pivot table data when you click a checkbox for a given field
- Add fields to pivot tables
- Avoid disabled features by converting Excel 97–2003 files to modern workbook formats with ease
- Determine at a glance if you're seeing all available data for the fields included on a pivot table or not
- Differentiate between pivot tables differ and worksheet formulas
- Recognize the importance of the Refresh command
- Drill down into numbers with a double-click—or prevent other users from being able to do so
- Circumvent the "PivotTable field name already exists" prompt once and for all
- Identify the requirements of ideal data sets to be analyzed within your pivot tables
- Initiate a pivot table from a list of data
- List the nuances associated with subtotaling data within a pivot table
- Recognize multiple ways to remove fields from a pivot table
- Fill blank cells within any columns that contain numbers with zeros before you create pivot tables
- Distinguish among pivot table interfaces in Excel 2010 and earlier and Excel 2013 and later
- Recognize the nuances of formatting numbers within pivot tables and sorting pivot tables
- Explain why pivot tables sometimes display amounts as text or count amounts instead of summing
- Use the Report Filter command to create breakout tables and dig deeper into the numbers
Pivot Table Proficiency: Part 2
June 29th, 2016, 1:00 PM to 2:40 PM, ET
In Part 2 of this two-part webinar series, you'll learn how to add even more interactivity to your pivot tables by grouping your data in various ways. You'll learn how to use Excel's Custom Lists feature to automatically sort data in any order you desire, extract data from Microsoft Access with just a few clicks, and use Microsoft Query to extract data from other sources. You'll also learn how to minimize repetitive steps in Excel by creating keyboard shortcuts and using a variety of Excel features such as the Table, PivotTable, Slicer, and PowerPivot. Upon completion of this course, you'll be able to: - Create pivot tables
- Compile unwieldy data into the format required for pivot table analysis quickly and easily
- Determine at a glance if you're seeing all available data for the fields included on a pivot table or not
- Disable the GETPIVOTDATA function if it's not needed for your analysis
- Differentiate between pivot tables and worksheet formulas
- Recognize the importance of the Refresh command
- Drill down into numbers with a double-click—or prevent other users from being able to do so
- Utilize Excel's Slicers feature in Excel 2010 and later to:
- Filter data faster
- Control multiple pivot tables and charts instantly
- Streamline data analysis within tables and pivot tables
- Filter pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later
- Incorporate calculations within or alongside pivot tables
- Utilize the Table feature to transform filtering tasks
- Use the Table feature to vastly improve the integrity of pivot tables in Excel
- Mitigate the side effects of converting a table back to a normal range of cells
- Decribe how to use a simple keyboard shortcut to post the same formula to multiple cells at once
- Use Excel's PivotTable feature to condense large amounts of information into manageable chunks and identify anomalies within QuickBooks data
- Use the Report Filter command to create breakout tables and dig deeper into the numbers
- Verify that a pivot table is actually referencing all the data you're expecting to be summarized
- Apply the Custom Lists feature to override the default sort order within pivot tables
- Recognize how to create pivot tables from information you extract from databases
- Summarize pivot table data in new ways by grouping based on dates or custom arrangements you define
Course Reviews from Past Attendees
100% of attendees said they would recommend this course to others.
"Clear visual examples."
"The presenter was engaging and very knowledgable."
"Great presenter. Very clear and logical. Great materials, too. Learned tons!"
"David Ringstrom very clearly presented the complex material in an interesting manner. He was patient and helpful with questions. The materials that he handout were more informative than expected. Thank you!" | | | | | | | | | | David H. Ringstrom, CPA, is the owner and founder of Accounting Advisors, Inc., a spreadsheet consulting firm. Mr. Ringstrom provides Microsoft Excel training and consulting services nationwide. He frequently presents on Microsoft Excel at webinars and conferences, regularly publishes articles about spreadsheets, and has edited dozens of books on accounting software. | | | | | | | | | | | ● Earn continuing education credit for no additional fee
● Access courses on your computer, tablet, or smartphone
● More than 75 live webinars each month
● More than 750 on-demand courses | | | | | | | |
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