DavidRingstrom

Pivot Table Proficiency: Part 2 – On-Demand

Original Recording Date: April 21st, 2017
Duration: 100 minutes

In Part 2 of this three-part webinar series, you’ll be able to add even more interactivity to your pivot tables. You’ll learn how to group and filter data more efficiently, use the Refresh and Report Filter commands, disable the GETPIVOTDATA function, and drill down into numbers with a simple double-click. You’ll also learn how to minimize repetitive steps in Excel by creating keyboard shortcuts and using a variety of Excel features such as the Table, PivotTable, Slicer, and Timeline. Upon completion of this course, you’ll be able to:

  • Create pivot tables
  • Apply the Slicer feature to streamline data analysis in tables and pivot tables
  • Summarize pivot table data in new ways by grouping based on dates or custom arrangements
  • Compile unwieldy data into the format required for pivot table analysis quickly and easily
  • Determine at a glance if you’re seeing all available data for the fields included on a pivot table or not
  • Differentiate between pivot tables and worksheet formulas
  • Recognize the importance of the Refresh command
  • Disable the GETPIVOTDATA function if it isn’t needed for your analysis
  • Drill down into numbers with a double-click—or prevent other users from being able to do so
  • Filter pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later
  • Incorporate calculations within or alongside pivot tables
  • Utilize the Table feature to transform filtering tasks and vastly improve the integrity of pivot tables in Excel
  • Mitigate the side effects of converting a table back to a normal range of cells
  • Describe how to use a simple keyboard shortcut to post the same formula to multiple cells at once
  • Use Excel’s PivotTable feature to condense large amounts of information into manageable chunks and to quickly identify anomalies within QuickBooks data
  • Use the Report Filter command to create breakout tables and dig deeper into the numbers
  • Verify that a pivot table is actually referencing all the data you’re expecting to be summarized

David demonstrates every technique at least twice, first on a PowerPoint slide with numbered steps, and second in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts.

You can register for just Part 2 by clicking Register on the right of the screen, or you can register for all three parts together by clicking here.

Faculty - David Ringstrom


About the Presenter

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 Facebook or Twitter (@excelwriter).

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$74
25% Off

5-9

$66
33% Off

10+

$49
50% Off

On-Demand

icon-webinar-smShortly after you register, we will email you a link to view the webinar recording and a PDF of the presentation materials. You will be able to view the webinar recording as many times as you wish for up to 1 year.  If you have any questions, please contact us.

Access Everywhere

Access the recorded webinar at any time on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.

$99

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$74
25% Off

5-9

$66
33% Off

10+

$49
50% Off

On-Demand

icon-webinar-smShortly after you register, we will email you a link to view the webinar recording and a PDF of the presentation materials. You will be able to view the webinar recording as many times as you wish for up to 1 year.  If you have any questions, please contact us.

Access Everywhere

Access the recorded webinar at any time on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.