DavidRingstrom

Pivot Table Proficiency: Part 3

May 11th, 2017 1:00 PM to 2:40 PM ET
Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 12 months, or both.

In Part 3 of this three-part webinar series, you’ll learn how to push the boundaries of pivot tables and manipulate pivot table data faster and more efficiently. You’ll learn about the nuances of grouping data and use Excel’s Custom Lists feature to automatically sort data in any order you desire. Upon completion of this course, you’ll be able to:

  • Extract data from Microsoft Access with just a few mouse clicks
  • Create a macro that will set any pivot table to automatically format number cells
  • Utilize the Slicer feature in Excel 2010 and later to filter data faster
  • Utilize the PowerPivot feature
  • Embed frequently used lists into Excel’s interface
  • Apply the Custom Lists feature to override the default alphabetical sort order within pivot tables
  • Create pivot tables from information you extract from databases
  • Summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define

Topics Covered:

  • Summarize information from Access databases and other sources
  • Avoid frustration by understanding the nuances of pivot table formatting
  • Embed frequently used lists, such as employees, departments, or key customers, into Excel’s interface for use with any spreadsheet
  • Drill down into numbers with a double-click—or prevent other users from being able to do so.
  • Filter data faster by way of the Slicer feature in Excel 2010 and later
  • 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
  • Use the Linked Picture feature to place pivot tables in close proximity to each other without posing conflicts
  • Create a macro in Excel that will set any pivot table to automatically format number fields that you add
  • Launch macros that clean up pivot tables with a single mouse click
  • Stave off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables
  • Gain control of unruly pivot table data by creating a macro that can automatically transform all count fields into sums and apply number formatting in one fell swoop
  • Create a macro that will automatically remove the words “Sum Of” from your pivot table fields
  • Learn the nuances associated with subtotaling data within a pivot table
  • Learn how to utilize the PowerPivot feature in Excel 2010 and 2013

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

CPE Credit: Participants can earn up to 2 CPE credits in the Computer Science field of study.  Please note that CPE credit is only available for viewing the live program.

100% Money-Back Cancellation and Refund Policies: If you can’t make the live webinar, you may cancel at any time before the webinar begins for a full refund.  If you are not satisfied with the webinar, we will provide you a full refund.  For more information regarding refund, complaint and program cancellation policies, please call us at 703-372-0550.

Program Level: Intermediate

Prerequisites: Previous Experience with Excel Pivot Tables

Advanced Preparation: None

Instructional Method: Group-Internet Based

National Registry of CPE SponsorsClear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

View Continuing Education Credit

CPE

Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550. CPE Credit: Maximum Credit Hours: 2.0. You must attend at least 50 minutes to obtain credit. Field of Study: Computer Science for 2.0 hours. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 2.0 hours of continuing professional education.

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

View Live and/or Recording

icon-webinar-smYou may view the webinar live and/or you may view the recording of the webinar as many times as you wish for up to 1 year afterwards. Immediately after the live presentation, you will be able to view the recording at the same link. You do not need to view the live presentation to get access to the recorded webinar. If you have any questions, please contact us.

Access Everywhere

Access the live and/or recorded webinar 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.

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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

View Live and/or Recording

icon-webinar-smYou may view the webinar live and/or you may view the recording of the webinar as many times as you wish for up to 1 year afterwards. Immediately after the live presentation, you will be able to view the recording at the same link. You do not need to view the live presentation to get access to the recorded webinar. If you have any questions, please contact us.

Access Everywhere

Access the live and/or recorded webinar 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.