Excel Accountant: Pivot Tables Part 1

5 (1)

David Ringstrom, CPA

Excel Accountant

Monday, March 01, 2021 | 09:30 AM EDT

  • CPA Canada
  • CFE
  • CIA
  • CMA
  • CPA
  • Tax Professional
  • SHRM

2 Credits

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 PDC credit for SHRM Certified Professionals (Approval No. 21-7VN7G)

2 CPE credit for Certified Fraud Examiners (CFEs)

2 CPE credit for Certified Management Accountants (CMA)

2 CPE credit of Computer Software & Applications for all CPAs

2 CPE credit for Certified Internal Auditors (CIA)

2 CPD credit (Verifiable) for Canadian CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

In this session Excel expert David H. Ringstrom, CPA, helps you uncover the feature that Microsoft reports 80% of Excel users have yet to try. As you’ll see, pivot tables are an easy to use report-writing tool that instantly summarize lists of data with just a few actions with your mouse. Of course, when it comes to Excel there can be nuances that complicate things, which David bring these to your attention so that you can work effectively with pivot tables.

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.

Learning Objectives

  • Identify the location of the pivot table-related Subtotals command within Excel's ribbon menu interface.
  • Describe the indicator that signifies whether the columns or rows of a pivot table have been filtered.
  • Identify the location of the Field List command within Excel's ribbon menu interface.

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Testimonial

5

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JS

Very informative