Excel’s PivotTables

Dennis Taylor

Taylor Associates

Wednesday, February 24, 2021 | 01:00 PM EST

  • CPA

Credits: 1 CPE | 1 CPD

$10

Subject Area

Computer Software and Applications

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Course Description

Excel has a variety of tools like sorting, filtering, and subtotal to manage large lists of data, but if you need to analyze all that data and do it quickly, there’s no better feature than a PivotTable. You can quickly create a compact summary report (based on tons of data) without needing to write complex formulas or rely on lengthy techniques. The PivotTable feature is perhaps Excel’s best analytical tool and in addition to its speed, you get amazing flexibility and dynamism that let you quickly change the data interrelationships you’re viewing. Most PivotTable users discover that the feature is relatively easy to learn, but not so easy if you are simply seeing the instructions on the printed page; this is a visually-oriented feature based on displaying fields in different locations.

You’ll be amazed to see how, in very little time, you can create a complete summary report with tons of data and you won’t even need to write formulas and rely on obscure techniques.

HIGHLIGHTS OF THE WEBINAR :

  • How to prepare source data for optimum analysis by a PivotTable
  • How to create a PivotTable with a minimum number of steps, including the Recommended PivotTables option
  • How to manipulate the appearance of a PivotTable via dragging and command techniques
  • Among the many features available with PivotTables, you will learn these capabilities:

Learning Objectives

  • Comparing two or more fields in a variety of layout styles
  • Sorting and filtering results
  • Performing ad-hoc grouping of information
  • Using Slicers instead of filters to identify which field elements are displayed
  • Drilling down to see the details behind the summary
  • Creating a Pivot Chart that is in sync with a PivotTable
  • Hiding/revealing detail/summary information with a simple click
  • Dealing with dynamic source data and the “refresh” concept

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