Excel Made Clear: Pivot Table Techniques

Excel expert David H. Ringstrom, CPA, teaches you pivot table basics in this comprehensive presentation. Pivot tables enable you to easily create reports from complex data, simply by using your mouse. David explains 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, and much more. Like many features in Excel, pivot tables have nuances that can trip you up, so David points out traps and teaches you tricks to help ensure your reports are always accurate.

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.

Topics Covered:

  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
  • Exploring the nuances of formatting numbers within pivot tables.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
  • Adding fields to a blank pivot table to create instant reports.
  • Discovering four different ways to remove data from a pivot table report.
  • Presenting the largest or smallest values in chart form by way of a Top 10 pivot chart.
  • Filtering pivot table data based on new dimension by using the Report Filter command.

Learning objectives:

  • Identify how to expand and collapse groups of data within a pivot table.
  • Identify the best approach for formatting numbers within pivot tables.
  • Define the default location for pivot table data when you click a checkbox for a given field.

Who Should Attend?

Practitioners who may benefit from learning how to use Excel pivot tables to easily create accurate reports.