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  • Implementing Advanced Pivot Table Techniques

    Product id IQW15C8760
Speaker David Ringstrom
Level Intermediate
Duration 90 Mins
Schedule Monday, February 26, 2018 | 12:00 PM PST | 03:00 PM EST
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  • Description
  • Why should you attend
  • Areas covered
  • Who will benefit
  • Speaker

Description

In this presentation, Excel expert David Ringstrom, CPA, digs deeper into pivot tables to show you step-by-step how to manipulate your pivot table data faster and more efficiently. You’ll learn how to 
  • Extract data from Microsoft Access databases and other sources
  • Minimize repetitive steps in Excel by creating keyboard shortcuts
  • Adapt simple macros that can be recorded
In addition, David discusses several helpful Excel features, including the Table feature, PivotTable feature, Slicer feature, Linked Picture feature, the PowerPivot feature and others. 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.
 
 

 

Why should you attend

After attending the webcast, participants will be equipped to:
  • Add greater interactivity to pivot tables by grouping data in various ways
  • Manipulate pivot table data faster and more efficiently
  • Embed frequently used lists into Excel’s interface for use with any spreadsheet
  • Avoid frustration by understanding the nuances associated with formatting and subtotaling data
  • Clean up pivot tables with a mouse click
  • Apply a variety of Excel features, including the Table feature, PivotTable feature, Slicer feature, Linked Picture feature, the PowerPivot feature and the Timeline feature
  • Summarize information from Access databases and other sources
  • Create keyboard shortcuts to minimize repetitive steps

Areas covered

  • Embedding frequently used lists, such as employees, departments or key customers into Excel’s interface for use with any spreadsheet
  • Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables
  • Getting 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
  • Learning how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later
  • Summarizing information from Access databases and other sources
  • Filtering data faster by way of the Slicer feature in Excel 2010 and later
  • Learning the nuances associated with subtotaling data within a pivot table
  • Avoiding frustration by understanding the nuances of pivot table formatting
  • Learning how to utilize the PowerPivot feature in Excel 2010 and later
  • Launching macros that clean up pivot tables with a single mouse click
  • Filtering pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later
  • Using the Linked Picture feature to place pivot tables in close proximity to each other without posing conflicts
 

Who will benefit

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Excel User
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel
 

Speaker

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. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).