Pivot Table Proficiency (2-part series)

Pivot Table Proficiency: Part 1
September 23rd, 2020, 1 PM to 2:40 PM ET

In Part 1 of this comprehensive 2-part webinar, Excel expert, David H. Ringstrom, CPA, introduces you to pivot tables. Excel pivot tables empower you to easily create reports from complex data simply by using your mouse. You will learn a variety of techniques, including how to filter, format, and sort data, and more. Like many Excel features, pivot tables have nuances that can be frustrating, so David points out traps and shares tricks to help ensure your reports are always accurate.

You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation, as well as in his detailed handouts. You will also receive an Excel workbook that includes most of the examples used during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

You will learn how to:

• Contrast sorting data within worksheets to the nuances of sorting data within pivot tables
• Determine which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook
• Filter pivot tables to show fewer columns and/or rows of data
• Explore the nuances of formatting numbers within pivot tables
• Utilize the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form
• Add fields to a blank pivot table to create instant reports
• Jump-start pivot tables by way of the Recommended PivotTables feature in Excel 2013 and later
• Add fields to a blank pivot table to create instant reports
• Filter pivot table data based on a new dimension by using the Report Filter command
• Present the largest or smallest values in chart form by way of a Top 10 pivot chart

Upon course completion, you will be able to:

• Identify how to expand and collapse groups of data within a pivot table
• Apply the best approach for formatting numbers within a pivot table
• Describe how to transform filtering tasks with the Table feature

Click here to register for just this part of the series.

Pivot Table Proficiency: Part 2
September 24th, 2020, 1 PM to 2:40 PM ET

In part 2 of Pivot Table Proficiency, Excel expert, David Ringstrom, CPA, presents ways to add even more interactivity to pivot tables by grouping and filtering your data more efficiently. You will learn how to: minimize repetitive steps with keyboard shortcuts, improve the integrity of pivot tables, incorporate calculations within or alongside pivot tables, and much more. In addition, you will also learn a variety of helpful features, including: the Table feature, the Recommended PivotTables feature, the Slicer feature, the PowerPivot feature, and others.

You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation, as well as in his detailed handouts. You will also receive an Excel workbook that includes most of the examples used during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

You will learn how to:

• Build a pivot table report from a list of data
• Visualize lists of data graphically by way of Excel’s PivotChart feature
• Add a percentage column to a pivot table with just a couple of mouse actions
• Develop calculated fields that perform math on data within the source data
• Improve the integrity of pivot tables by utilizing the Table feature in Excel
• Describe the data integrity risks posed by pivot tables when users add additional data to the original source list
• Describe the nuance of crafting formulas that reference data within pivot tables
• Add fields to a blank pivot table to create instant reports
• Remove the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading
• Transform an unwieldy list of data into a format that’s ready to be analyzed within a pivot table
• Fill all blank cells within a list of data at once by way of the Ctrl-Enter keyboard shortcut
• Filter data within pivot tables in Excel 2010 and later by way of the Slicer feature

Upon course completion, you will be able to:

• Identify how to minimize repetitive steps by creating keyboard shortcuts
• Apply Excel features that will help improve the integrity of your pivot tables
• Recall how to summarize pivot table data in new ways by grouping based on dates or custom arrangements you define

Click here to register for just this part of the series.

CPE Credit: Participants can earn up to 2 CPE credits in the Computer Software and Applications field of study for each webinar in this series.

100% Money-Back Cancellation and Refund Policies: 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: one. Experience with Excel Pivot Tables Recommended.

Advance Preparation: None

Instructional Method: QAS Self-Study

National Registry of CPE Sponsors: 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 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.