Excel Explained: Pivot Tables Part 2

This is the second 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 Ringstrom, CPA, teaches you how to push the boundaries of pivot tables in this presentation. He shares the nuances of grouping data as well as how to use Excel’s Custom Lists feature to automatically sort data in any order you desire versus using Excel’s default of sorting alphabetically.

David also teaches you how to:

  • Extract data from other sources.
  • Post the same formula to multiple cells at once.
  • Improve the integrity of your pivot tables.
  • Incorporate calculations within or alongside pivot tables.
  • Condense large amounts of data.
  • Filter data faster with the Slicer feature in 2010 and later.

After participating in this webcast, you’ll be able to add even more interactivity to your pivot tables by grouping your data in various ways.

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:

  • Compile unwieldy data into the format required for pivot table analysis quickly and easily
  • Use a simple keyboard shortcut to post the same formula to multiple cells at once
  • Learn how the Table feature can vastly improve the integrity of pivot tables in Excel
  • Learn the basics of creating pivot tables.Incorporate calculations within or alongside pivot tables
  • Verify that a pivot table is actually referencing all the data you're expecting to be summarized
  • Use Excel's PivotTable feature to condense large amounts of information into manageable chunks
  • Learn how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later
  • Filter pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later
  • Determine at a glance if you’re seeing all available data for the fields included on a pivot table or not
  • Learn how the Table feature allows you to transform filtering tasks
  • Discover how pivot tables differ from worksheet formulas and learn the importance of the Refresh command

Who Should Attend?

Practitioners who may benefit from learning how to manipulate their pivot table data faster and more efficiently.