Learn the basics of creating and using Excel pivot tables in this comprehensive webcast presented by Excel expert David Ringstrom, CPA. Pivot tables allow you to create reports from complex data simply by using your mouse. David explains how to initiate a pivot table from a list of data, expand and collapse pivot table elements, remove fields from a pivot table, and more. Pivot tables have a few nuances that can trip up the unaware user, so David points out the traps and shares tricks that will help ensure the reports you create are accurate.
WHY SHOULD YOU ATTEND?
Those who wish to learn how to use Excel pivot tables to easily create accurate reports.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016.
David draws participants’ attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts.
David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward.
David provides an Excel workbook that includes a majority of the examples he uses during the session
AREA COVERED
- Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
- Using Excel’s PivotTable feature to quickly identify anomalies within QuickBooks data.
- Adding fields to pivot tables.
- Discovering how pivot tables differ from worksheet formulas and learning the importance of the Refresh command.
- Identifying the requirements of ideal data sets to be analyzed within your pivot tables.
- Avoiding frustration by understanding the nuances of pivot table formatting.
- Learning the nuances associated with subtotaling data within a pivot table.
- Creating a macro that will automatically remove the words “Sum Of” from your pivot table fields.
- Filtering pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later.
- Learning multiple ways to remove fields from a pivot table.
- Disabling the GETPIVOTDATA function if it’s not needed for your analysis.
- Understanding why numeric data may appear in a pivot table more than once and how to correct the problem.
LEARNING OBJECTIVES
- Identify how to expand and collapse groups of data within a pivot table.
- Learn the best approach for formatting numbers within pivot tables.
- Identify the default location for pivot table data when you click a checkbox for a given field.
- Initiate a pivot table from a list of data.
- Learn how to dig deeper into the numbers with the Report Filter command.
- Learn how to remove fields from a pivot table.
WHO WILL BENEFIT?
- Accounting
- Marketing
- Banking
- Finance
- Management Consulting
- Human Resources
Those who wish to learn how to use Excel pivot tables to easily create accurate reports.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016.
David draws participants’ attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts.
David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward.
David provides an Excel workbook that includes a majority of the examples he uses during the session
- Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
- Using Excel’s PivotTable feature to quickly identify anomalies within QuickBooks data.
- Adding fields to pivot tables.
- Discovering how pivot tables differ from worksheet formulas and learning the importance of the Refresh command.
- Identifying the requirements of ideal data sets to be analyzed within your pivot tables.
- Avoiding frustration by understanding the nuances of pivot table formatting.
- Learning the nuances associated with subtotaling data within a pivot table.
- Creating a macro that will automatically remove the words “Sum Of” from your pivot table fields.
- Filtering pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later.
- Learning multiple ways to remove fields from a pivot table.
- Disabling the GETPIVOTDATA function if it’s not needed for your analysis.
- Understanding why numeric data may appear in a pivot table more than once and how to correct the problem.
- Identify how to expand and collapse groups of data within a pivot table.
- Learn the best approach for formatting numbers within pivot tables.
- Identify the default location for pivot table data when you click a checkbox for a given field.
- Initiate a pivot table from a list of data.
- Learn how to dig deeper into the numbers with the Report Filter command.
- Learn how to remove fields from a pivot table.
- Accounting
- Marketing
- Banking
- Finance
- Management Consulting
- Human Resources
Speaker Profile
David H. Ringstrom
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software, and is the Tech Editor-at-Large for Accounting WEB and Going Concern. David offers Excel training and consulting services nationwide.
Upcoming Webinars
Maximizing Productivity with ChatGPT: AI Solutions for HR, …
Excel - Pivot Tables - The Key To Modern Data Analysis and …
New EEOC Report: Workplace Harassment Prevention Not Workin…
Human Error Reduction Techniques for Floor Supervisors
21 CFR Part 11 - Compliance for Electronic Records and Sign…
Form W-9 Compliance to Avoid Penalties: TIN Verification, B…
Transforming Change and Conflict into Diverse-Inclusive-Col…
Re-imagine Finance & Accounting Made Simple. Three Webinars…
Navigating 2025 Employment Laws: What Every Employer Needs …
Managing Difficult Employee Conversations
ChatGPT and Project Management: Leveraging AI for Project M…
Future Of Forecasting And Budgeting With Rolling Forecast
Handbook Overhaul 2026: Compliance, OBBB Act & Beyond
Internal Controls in Accounts Payable
The FMLA - An Employer's Guide to Compliance and Employee A…
Excel Power Skills: Master Functions, Formulas, and Macros …
Develop People Intelligence: Is Your Communication Style as…
The Impact of Artificial Intelligence on Your Workforce
AI in Everyday Work – help with Microsoft products
How to Document Employee Discussions and Why it is Important
Construction Lending And Real Credit Administration: Evalua…
The Anti-Kickback Statute: Enforcement and Recent Updates
Navigating FDA Inspections: From SOP to 483
2025 EEOC & Employers: Investigating Claims of Harassment …
2-Hour Virtual Seminar on DeepSeek R1 for Business and Mark…
Risk Analysis in the Medical Device Design Process
Introduction to Microsoft Power BI Dashboards
How To Get Control of Your Day, Life & Career - Time Manage…
AI Across the Business: Practical Use Cases for Founders an…
6-Hour Virtual Seminar on Learning the Highlights of Excel …
Female to Female Hostility @Workplace: All you Need to Know
Writing Effective 483 and Warning Letter Responses
FDA Recommendations for Artificial Intelligence/Machine Lea…
Language is Code - Intro to AI - Generative AI - ChatGPT an…
Understanding EBITDA – Definition, Formula & Calculation