Introduction to Excel PivotTables

Course Details

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Course Description

Excel expert David H. Ringstrom, CPA, teaches the basics of using Excel pivot tables in this beneficial webcast. Pivot tables empower users to easily create reports from complex data simply by using their mouse. Pivot tables, as is the case with many Excel features, have nuances that can trip up the unaware user, so David explains some traps and shares tricks to help ensure the reports you create 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.

Who should attend: Practitioners who would benefit from learning how to use Excel pivot tables to easily create accurate reports.

Topics covered:

  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
  • Filtering pivot tables to show fewer columns and/or rows of data.
  • Adding rows to a blank pivot table to create instant reports.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
  • Identifying the ideal data for analysis with Excel’s PivotTable feature.
  • Adding rows to a blank pivot table to create instant reports.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
  • Drilling down into the details behind any amount within a pivot table with just a double-click.
  • Discovering four different ways to remove data from a pivot table report.

Webinar Qualifies for

  • 1 CPE credit of Computer Software & Applications for all CPAs
  • 1 CPD credit (Verifiable) for Canadian CPAs
  • 1 CE credit of Computer Technology for Maryland Tax Preparers
  • 1 General Educational credit for Tax Professionals/Bookkeepers/Accountants

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.

About Presenter

David Ringstrom, CPA

President, Excel Accountant

david@acctadv.com

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Institute of Real Estate Managers
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from Excel Accountant website.

  • 40+ Courses
  • 80+ hours of Interactive Videos
  • All CPE Approved Courses
  • Unlimited Access to the Entire Library
  • Exclusively designed for Accounting, Finance & Tax Professionals

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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  • Cost $20
  • CPE Credits 1
  • CPD Credits 1
  • Subject Area Computer Software and Applications
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Bookkeeper Accountant CPA - Small Firm CPA - Mid Size Firm Accounting Firm CPA (Industry) Young CPA CPA in Business Entrepreneurial CPA Tax Accountant (Industry) Senior Accountant Entrepreneurial Accountant Staff of Accounting Firm
  • Handout Material Download

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QBO Running reports - Information, Analysis & Better Decision
Monday, October 26, 2020 | 09:00 AM EDT View Details/Register
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Monday, October 26, 2020 | 09:00 AM EDT View Details/Register
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Monday, October 26, 2020 | 09:00 AM EDT View Details/Register
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Monday, October 26, 2020 | 10:00 AM EDT View Details/Register
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Monday, October 26, 2020 | 10:00 AM EDT View Details/Register
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