Introduction To Excel PivotTables

Learning Objectives

• To identify how to expand and collapse groups of data within a pivot table.
• To identify the best approach for formatting numbers within pivot tables.
• To recognize the default location for pivot table data when you click a checkbox for a given field.

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.

Key topics of the webinar:

• 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

This webinar will benefit practitioners who want to use Excel pivot tables for creating accurate reports.

Click to access more webinars on Excel CPE Courses

Overview

• Excel Versions

  2 mins
• Pivot Table Interfaces

  10 mins
• Adding Fields to a Pivot Table

  15 mins
• Adding Columns to Pivot Tables

  26 mins
• Drill Down

  44 mins