In this practical webinar, Excel expert, David Ringstrom, CPA, teaches you how to push the boundaries of pivot tables and add greater interactivity to them by grouping data in various ways. Step-by-step, you will learn how to easily extract data from other sources, create simple macros that can resolve the most frustrating aspects of pivot tables, determine the number of duplicates in a list, and much more.
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 webinar.
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:
- Identify the conflicts that can arise when you position two or more pivot tables too close in proximity to each other
- Resolve situations where data appears more than once within a pivot table
- Determine which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook
- Summarize data from Access databases with pivot tables, even if you don’t have Microsoft Access installed
- Discover the Custom Lists feature in Excel, which enables you to embed frequently used lists into Excel’s Options dialog box for use with any spreadsheet
- Convert .XLS files compatible with Excel 2003 into the modern Excel workbook format
- Utilize the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges
- Filter data within pivot tables in Excel 2010 and later by way of the Slicer feature
- Prevent pivot tables from automatically resizing columns when you refresh or filter the data
- Alter the default sort order within pivot tables to a hierarchy of your choice with Custom Lists
Upon course completion, you will be able to:
- Apply the Custom Lists feature to override the default sort order within pivot tables
- State how to create pivot tables from information you extract from databases
- Identify pivot table data in new ways by grouping based on dates or custom arrangements that you define
Who Should Attend: Practitioners who wish to expand their knowledge of Excel pivot tables and learn advanced techniques.
Prerequisites: None. Experience with Excel Pivot Tables Recommended.
Advance Preparation: None
Program Level: Intermediate
Field of Study: Computer & Software Applications (2 hours)
Format: Live Webcast
Credit Type: Group Internet Based for the Live Program. [If you attend the program on-demand (after the live date), you will receive Self-Study credit. Please note that to receive Self-Study credit you will need to complete a final exam after viewing the webinar.]