Excel Accountant: Advanced Pivot Tables

Learning Objectives

• To identify how to summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define.
• To explore how to automate refreshing data in the PivotTable
• To discuss creating custom lists with PivotTable
• To recognize when and why to apply the Slicer feature.
• To recall how to clean up your pivot tables with a mouse click.

Course Description

In this outstanding course, Excel expert David Ringstrom, CPA, will expand your knowledge of pivot tables and show you step-by-step how to manipulate pivot table data faster and more efficiently. In this Online CPE Webinar, you’ll learn how to extract data from Microsoft Access databases and other sources, minimize repetitive steps in Excel by creating keyboard shortcuts, and adapt simple macros that can be recorded. In addition, David discusses several helpful Excel features, including the Table feature, PivotTable feature, Slicer feature, Linked Picture feature, the PowerPivot feature, and others.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 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.

Microsoft 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.

This Online CPE Webinar on Excel covers the following Major Topics:

• Creating dynamic and interactive graphs with Excel’s PivotChart feature.
• Discovering the Recommended PivotTables feature.
• Launch macros that clean up pivot tables with a single mouse click.
• Learning the nuances associated with subtotaling data within a pivot table.
• Learning how the Table feature can vastly improve the integrity of pivot tables in Excel.
• Incorporating calculations within or alongside pivot tables.
• Learning how to expand and collapse pivot table elements, thereby avoiding information overload.
• Gaining control of unruly pivot table data by creating a macro that can automatically transform all count fields into sums and apply number formatting in one fell swoop.
• Mitigating the side effects of converting a table back to a normal range of cells.
• Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
• Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.

You might be interested in the Certified Excel Specialists course.

Overview

• Summarize Access Data with Pivot Tables

  2 mins
• Automatic Pivot Table Refresh

  11 mins
• Creating Custom Lists

  16 mins
• Disabling Custom List Sorting

  25 mins
• Autofit Column Widths

  29 mins
• Pivot Table Slicers (Excel 2010+)

  33 mins
• Timeline Feature (Excel 2013+)

  43 mins
• Pivot Table Conflicts

  47 mins
• Convert XLS Workbooks

  59 mins
• Automated Pivot Table Number Formatting

  66 mins
• Testing the Pivot Table Clean-Up Macro

  89 mins
• PowerPivot (Excel 2010+)

  99 mins