Excel Agility: Pivot Tables - Advanced
When you participate in this comprehensive webcast, you’ll discover how to push the boundaries of pivot tables and add even more interactivity to them by grouping data in various ways. Excel expert David Ringstrom, CPA, explains how to easily extract data from Microsoft Access, create simple macros that can resolve the most frustrating aspects of pivot tables, determine the number of duplicates in a list, reap the benefits of Excel’s Slicer feature, sort data in any order you desire, and more.
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.
Topics Typically Covered:
- Filtering two or more pivot tables simultaneously by way of the Slicer feature in Excel 2010 and later.
- Utilizing the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges.
- Resolving situations where data appears more than once within a pivot table.
- Preventing pivot tables from automatically resizing columns when you refresh or filter the data.
- Summarizing data from Access databases with pivot tables, even if you don’t have Microsoft Access installed.
- Altering the default sort order within pivot tables to a hierarchy of your choice with Custom Lists.
- Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
- Understanding the conflicts that can arise when you position two or more pivot tables too close in proximity to each other.
- Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
- Displaying two or more pivot tables close together on a single worksheet without triggering a conflict.
Recall how macros can help you format pivot table data faster and more efficiently.
Define how to create pivot tables from information you extract from databases.
Identify how to summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define.
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on ... View Full Profile