Excel Explained: Pivot Tables Part 1

This is the first installment of a two-part webinar. You can sign up for either part individually or the series. Click here for information and to register for the series.

Excel expert David H. Ringstrom, CPA, focuses on the basics of using Excel pivot tables in this informative presentation. Pivot tables empower you to easily create reports from complex data, simply by using your mouse. However, like many features in Excel, pivot tables have nuances that can trip you up, so David points out traps and teaches you tricks to help ensure your reports are always accurate.

In addition, David explains how to (1) initiate a pivot table from a list of data, (2) expand and collapse pivot table elements, (3) dig deeper into the numbers with the Report Filter command, (4) remove fields from a pivot table...and much more.

David typically demonstrates techniques from the version of Excel used by the majority of attendees. This means he uses Excel 2010, 2013, or 2016 to demonstrate techniques, but his detailed handouts identify differences in Excel 2007, 2010, 2013, and 2016 when needed.

His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants’ questions, so come ready to pick his brain. David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes most of the examples he uses during the webcast.

What You Will Learn:

  • Identify the requirements of ideal data sets to be analyzed within your pivot tables
  • Initiate a pivot table from a list of data
  • Understand the differences in pivot table interfaces between Excel 2010 and earlier and Excel 2013 and later
  • Add fields to pivot tables
  • Avoid frustration by understanding the nuances of pivot table formatting
  • Incorporate calculations within or alongside pivot tables
  • Understand why pivot tables sometimes display amounts as text or count amounts instead of summing
  • Learn the nuances associated with subtotaling data within a pivot table
  • Use Excel’s PivotTable feature to condense large amounts of information into manageable chunks
  • Discover how pivot tables differ from worksheet formulas and learn the importance of the Refresh command
  • Use the Report Filter command to create breakout tables and dig deeper into the numbers
  • Define how to expand and collapse groups of data within a pivot table

Who Should Attend?

Practitioners who may benefit from learning how to use Excel pivot tables to create accurate reports.