In this live webcast, Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables. Step-by-step, he explains how to implement the PivotTable feature, the PowerPivot feature, the Recommended PivotTables feature, and others. After participating in David’s presentation, you’ll be equipped to create self-updating titles for charts and pivot charts, expand and collapse pivot table elements, drill down into numbers with a simple double-click, and more.

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

Topics Typically Covered:

Visualizing lists of data graphically by way of Excel’s PivotChart feature.

Improving the integrity of pivot tables by utilizing the Table feature in Excel.

Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.

Creating a pivot table to transform lists of data into on-screen reports.

Developing calculated fields that perform math on data within the source data.

Transforming an unwieldy list of data into a format that’s ready to be analyzed within a pivot table.

Building a pivot table report from a list of data.

Adding a percentage column to a pivot table with just a couple of mouse actions.

Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.

Filling all blank cells within a list of data at once by way of the Ctrl-Enter keyboard shortcut.

Controlling information overload within pivot charts by filtering.

Understanding the nuance of crafting formulas that reference data within pivot tables.

Learning Objectives:

Identify how to quickly transform lists of raw data into usable reports in just a few simple steps.

Apply the PowerPivot feature and the Recommended PivotTables feature.

Recall how to compare calculation methods within pivot tables.