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.

Faculty Member
David Ringstrom

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 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.

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