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
You can register for just Part 2 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: Intermediate
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.