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
You can register for just Part 1 by clicking Register on the right of the screen, or you can register for both parts together by clicking here.
CPE Credit: Participants can earn up to 2 CPE credits in the Computer Software and Applications field of study.
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: Basic
Prerequisites: None. 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.
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.
|Credit||Value||Field of Study||Format|
|CPE||2||Computer Software & Applications||On-Demand/Recording|
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: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. 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.
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