Advanced Excel Pivot Table Techniques

Learn from Excel expert David Ringstrom, CPA, how to push the boundaries of pivot tables and add even more interactivity to your pivot tables by grouping data in various ways.

In this comprehensive webcast, David explains how to easily extract data from other sources, create simple macros that can resolve the most frustrating aspects of pivot tables, determine the number of duplicates in a list, and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the 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:

  • Using the Break Links command to remove links to other workbooks
  • Understanding how to create and identify workbook links
  • Discovering a free tool you can use to locate even the most buried workbook links
  • Managing prompts that appear when you open a workbook that contains links
  • Using features within Excel to locate workbook links
  • Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another
  • Summarizing data from Access databases with pivot tables, even if you don't have Microsoft Access installed
  • Learning how to repair broken workbook links
  • Automating spreadsheet updates by utilizing the From Text feature to connect to comma-separated value files
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify
  • Creating flexible workbook links that can be copied down columns or across rows

Target Audience

This webinar series will be of interest to any practitioners who would like to expand their knowledge of manipulating and grouping pivot table data.

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.

Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or a Recorded Webinar or obtain a refund. For all Live Webinars that are recorded, participants will have access to the recording for three months following the Live Webinar. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions (where applicable). Additional credit will not be awarded due to the instructor presenting over the allotted time.

This Webinar Includes:

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