Excel Accountant: Pivot Tables Part 1

4.8 (4)

David Ringstrom, CPA

Excel Accountant

  • CPA
  • TAX PROS
  • CMA
  • CPA(Canada)
  • CIA

Before starting this self study program, please go through the instructional document.

Overview

  • Ideal Data for Pivot Table3 mins
  • Adding Fields to a Pivot Table13 mins
  • Managing Subtotal Positions19 mins
  • Number Formatting21 mins
  • Pivot Table Subtotaling Quirks39 mins
  • Tabular Form41 mins
  • 4 Ways to Remove Fields46 mins
  • Generate Multiple Pivot Tables53 mins
  • Pivot Table Sorting Nuances58 mins
  • Counting Text Instances in a Pivot Table73 mins
  • Convert XLS Workbooks98 mins

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.

Who should attend:

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

Topics covered:

  • Repositioning or removing subtotals within pivot tables.
  • Employing pivot tables to count the number of times an item appears in a list.
  • Repositioning or removing subtotals within pivot tables.
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
  • Adding fields to a blank pivot table to create instant reports.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Jump-starting pivot tables by way of the Recommended Pivot Tables feature in Excel 2013 and later.
  • Understanding the nuances of formatting numbers within a pivot table.
  • Deleting a group of worksheets all at once from within an Excel workbook.
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
  • Presenting the largest or smallest values in chart form by way of a Top 10 pivot chart.

Learning Objectives

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

Who Should Attend?

  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Senior Accountant
  • Entrepreneurial Accountant
  • Staff of Accounting Firm

Testimonial

4.8

(4)
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CS

Good topics, and the slides were very informative

JT

Quite satisfactory