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Intermediate Pivot Table Techniques
- Incorporating calculations within or alongside pivot tables
- Drilling down into numbers with a double-click—or preventing other users from being able to do so
- Compiling unwieldy data into the format required for pivot table analysis quickly and easily
- Using Excel’s PivotTable feature to quickly identify anomalies within QuickBooks data
- Using a simple keyboard shortcut to post the same formula to multiple cells at once
- Learning how the Table feature allows you to transform filtering tasks
- Learning how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later
- Discovering how pivot tables differ from worksheet formulas and learning the importance of the Refresh command
- Filtering pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later
- Mitigating the side effects of converting a table back to a normal range of cell
- Using Excel’s PivotTable feature to condense large amounts of information into manageable chunks.
- Disabling the GETPIVOTDATA function if it’s not needed for your analysis
Overview of the webinar
Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables in this live webcast. He demonstrates how pivot tables differ from worksheet formulas, the importance of the Refresh and Report Filter commands, how to disable the GETPIVOTDATA function, how to drill down into numbers with a simple double-click and much more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps and second, in Excel 2016. He draws 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.
Who should attend?
- Accountants
- CPAs
- CFOs
- Controllers
- Excel User
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Marketers
- Government Personnel
Why should you attend?
After attending the webcast, participants will be equipped to:
- Manipulate pivot table data faster and more efficiently
- Drill down into numbers with a simple double-click
- Compile unwieldy data into the format required for pivot table analysis quickly and easily
- Filter pivot table data based on date ranges with the Timeline feature
- Use a simple keyboard shortcut to post the same formula to multiple cells at once
- Incorporate calculations within or alongside pivot tables
- Disable the GETPIVOTDATA function
- Use Excel’s PivotTable feature to identify anomalies within QuickBooks data
Faculty - Mr.David H. Ringstrom, CPA
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.
David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.
His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.