Mastering Excel Pivot Tables (Currently Unavailable)

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

In this exciting webcast Excel expert David Ringstrom, CPA helps you master one of the most overlooked, yet easiest to use features in Excel--Pivot Tables. David will teach from Excel 2010 and discuss a few minor differences related to pivot tables in Excel 2007. The presentation materials include alternate instructions for Excel 2003, and attendees may ask questions specific to that version as well.

Some comments from past attendees:

"I like the shortcuts & tips...very helpful."

"Well done. Definitely will look for more from this instructor."

"Excellent course - I learned a lot that will be relevant to my current work."

Publication Date: February 2014

Designed For
Practitioners who may benefits from quicker data manipulations.

Topics Covered

  • Learn how to quickly transform data in raw, text-file format into pivot table-ready lists
  • Discover how the Table feature in Excel eliminates a common pivot table data integrity risk
  • See how pivot tables allow you to analyze data by simply dragging and dropping column titles
  • Use the Report Filter feature to instantly generate multiple pivot tables based on criteria you specify
  • Use the Group feature within Pivot Tables to instantly summarize transactional data by month, quarter, and year.
  • Enhance your data analysis by using calculated fields within your pivot tables
  • Use Pivot Tables to summarize data from Access databases, SQL Server, and other data sources
  • Learn the GETPIVOTDATA function, understand its purpose, and learn how to turn it off when necessary
  • Eliminate frustration by understanding nuances within Excel's Pivot Table feature, such as number formatting, counting instead of summing, and renaming fields

Learning Objectives

  • Quickly transform lists of raw data into usable reports in just a few simple steps.

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Specialized Knowledge and Applications (2 hours)

Program Prerequisites
A basic knowledge of Excel.

Advance Preparation
None

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