Excel 101: Pivot Tables

Excel expert David Ringstrom, CPA, teaches you the basics of creating and using Excel pivot tables in this valuable presentation. Pivot tables enable you to easily create reports from complex data simply by using your mouse. 

Excel expert David Ringstrom, CPA, teaches you the basics of creating and using Excel pivot tables in this valuable presentation. Pivot tables enable you to easily create reports from complex data simply by using your mouse. He shows you how to initiate a pivot table from a list of data, add fields, dig deeper into the numbers, and much more. In addition, David points out pivot tables traps and shares tricks to help ensure your reports are accurate.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

 

More specifically, this webinar will cover:

  • Adding fields to a blank pivot table to create instant reports
  • Auditing the data source behind pivot tables in Excel spreadsheets
  • Filtering pivot tables to show fewer columns and/or rows of data
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables
  • Adding fields to a blank pivot table to create instant reports
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form
  • Deleting a group of worksheets all at once from within an Excel workbook
  • Creating a pivot table to transform lists of data into on-screen reports
  • Understanding once and for all why pivot tables sometimes count numbers within a field instead of summing
  • Using the Summarize By command to make Excel sum numbers instead of counting
  • Drilling down into the details behind any amount within a pivot table with just a double-click
  • Identifying the ideal data for analysis with Excel's PivotTable feature

Target Audience

This webinar series will be of interest to any practitioners who may benefit from learning how to create and use Excel pivot tables, which allow users to create accurate reports easily.

Professional Development Credits

Wolters Kluwer Canadian professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.

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This Webinar Includes:

  • 30 days to review the webinar recording
  • Print version of the presentation slides