Pivot Table Proficiency (3-part series)

Attend upcoming webinar and earn continuing education credits. Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Pivot Table Proficiency (3-part series) April   20&21 and May   11 1 pm - 2:40 pm ET, each day Presenter: David Ringstrom, CPA, author and nationally recognized Excel instructor Credits: CPE (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   Pivot Table Proficiency: Part 1 April 20th, 2017, 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 three-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 April 21st, 2017, 1:00 PM to 2:40 PM, ET In Part 2 of this three-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 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 Pivot Table Proficiency: Part 3 May 11th, 2017, 1:00 PM to 2:40 PM, ET In Part 3 of this three-part webinar series, you'll learn how to push the boundaries of pivot tables and manipulate pivot table data faster and more efficiently. You'll learn about the nuances of grouping data and use Excel's Custom Lists feature to automatically sort data in any order you desire. Upon completion of this course, you'll be able to: Extract data from Microsoft Access with just a few mouse clicks Create a macro that will set any pivot table to automatically format number cells Utilize the Slicer feature in Excel 2010 and later to filter data faster Utilize the PowerPivot feature Embed frequently used lists into Excel's interface Apply the Custom Lists feature to override the default alphabetical sort order within pivot tables Create pivot tables from information you extract from databases Summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define Topics Covered: Summarize information from Access databases and other sources Avoid frustration by understanding the nuances of pivot table formatting Embed frequently used lists, such as employees, departments, or key customers, into Excel's interface for use with any spreadsheet Drill down into numbers with a double-click—or prevent other users from being able to do so. Filter data faster by way of the Slicer feature in Excel 2010 and later Learn how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later Filter pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later Use the Linked Picture feature to place pivot tables in close proximity to each other without posing conflicts Create a macro in Excel that will set any pivot table to automatically format number fields that you add Launch macros that clean up pivot tables with a single mouse click Stave off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables Gain control of unruly pivot table data by creating a macro that can automatically transform all count fields into sums and apply number formatting in one fell swoop Create a macro that will automatically remove the words "Sum Of" from your pivot table fields Learn the nuances associated with subtotaling data within a pivot table Learn how to utilize the PowerPivot feature in Excel 2010 and 2013 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. Learn More Register Today About The Presenter   David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you," so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. 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