Wednesday, October 3, 2018

Tomorrow: Pivot Table Proficiency (2-part series)

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Pivot Table Proficiency (2-part series)
October
 
4-5
1 pm - 2:40 pm ET
Presenter: David Ringstrom, an author and nationally recognized 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
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Course Description
 
Pivot Table Proficiency: Part 1
October 4th, 2018, 1 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 5th, 2018, 1 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
  • 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
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The Presenter
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 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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