| Pivot Table Proficiency (2-part series) | | | | | | | | October | | | | 19-20 | | 1 pm - 2:40 pm ET each day | | | | | | | | | | Pivot Table Proficiency: Part 1
October 19th, 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 learn 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, remove fields from a pivot table, and more. Upon completion of this course, you will be able to: - Expand and collapse groups of data within a pivot table
- Apply the best approach for formatting numbers within a pivot table
- Describe 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
- Recognize the nuances of pivot table formatting
- 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 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
- Overcome 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
- Expand and collapse pivot table elements, thereby avoiding information overload
- Describe the nuances associated with subtotaling data within a pivot table
- List 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
October 20th, 2016, 1:00 PM to 2:40 PM, ET
In Part 2 of this two-part webinar series, you'll be able to add even more interactivity to your pivot tables. You'll learn how to group and filter data more efficiently, use the Refresh and Report Filter commands, disable the GETPIVOTDATA function, and drill down into numbers with a simple double-click. 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 Timeline. Upon completion of this course, you'll be able to: - Create pivot tables
- Minimize repetitive steps by creating keyboard shortcuts
- Apply the Slicer feature to streamline data analysis in tables and pivot tables
- Summarize pivot table data in new ways by grouping based on dates or custom arrangements
- 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
- Differentiate between pivot tables and worksheet formulas
- Recognize the importance of the Refresh command
- Disable the GETPIVOTDATA function if it isn't needed for your analysis
- Drill down into numbers with a double-click—or prevent other users from being able to do so
- 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 and vastly improve the integrity of pivot tables in Excel
- Mitigate the side effects of converting a table back to a normal range of cells
- Describe 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 to quickly 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
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!"
"A lot of knowledge in a short period."
"Love all the pointers of how to do different things in different versions."
"The presenter repeated the actions in the worksheet so you can follow along a second time if you missed something."
"Answered my specific curiosities."
"Excellent explanations. Not too fast or too slow."
"Well presented, practical information on creating and using pivot tables with great handouts."
"Very clear and concise labeling of steps on the slides."
"Great content and great explanations."
"Examples and handouts were wonderful!!"
"Presenter was great. Very knowledgeable and liked his style of presenting and refreshing info."
"Loved all the little pointers of how to manipulate data for use, presentation."
"Well presented, practical and useful information in an understandable format."
"Got beyond basics for me. I can use this immediately in my work."
"Fast paced but thorough. Easy to follow the instructor. Great slides with lots of detail which can easily be used as a future resource." | | | | | | | | | | 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
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