Excel Accountant: Pivot Tables Part 2

4.4 (5)

David Ringstrom

Excel Accountant

Wednesday, March 31, 2021 | 12:30 PM EST

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

2 CPE | 2 CPD

$20

Subject Area

Computer Software and Applications

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Course Description

This presentation will empower you to take your pivot table knowledge to the next level. Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables by demonstrating how pivot tables differ from worksheet formulas, the importance of the Refresh and Report Filter commands, how to disable the GETPIVOTDATA function, how to drill down into numbers with a simple double-click, and much more. You'll also see how to quickly transform unwieldy reports into pivot table-ready lists.

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 can benefit from learning how to manipulate their pivot table data faster and more efficiently.

Topics covered:

  • Creating a pivot table to transform lists of data into on-screen reports.
  • Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.
  • Drilling down into the details behind any amount within a pivot table with just a double-click.
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
  • Understanding the nuance of crafting formulas that reference data within pivot tables.
  • Adding a percentage column to a pivot table with just a couple of mouse actions.
  • Visualizing lists of data graphically by way of Excel’s PivotChart feature.
  • Drilling down into the details behind any amount within a pivot table with just a double-click.
  • Developing calculated fields that perform math on data within the source data.
  • Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
  • Visualizing lists of data graphically by way of Excel’s PivotChart feature.
  • Understanding how pivot chart formatting works much like formatting other types of charts in Excel.

Learning Objectives

  • To recall which menus appear and disappear as you click within or outside of a pivot table.
  • To state the mouse action that enables you to reconstruct the underlying pivot table source data.
  • To recall how to enable or disable the GETPIVOTTABLE feature in Microsoft Excel.

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)
  • Accounting Practice Owners
  • Senior Accountant
  • VP Accounts
  • Accounts Director
  • Cloud Accountants
  • Chief Accounting Officer
  • Entrepreneurial Accountant
  • Bank Managers
  • Accounting Managers
  • Staff of Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers

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