Maximize Excel: Advanced Pivot Tables
Presented by David H. Ringstrom, CPA
 

Learn from Excel expert David Ringstrom, CPA, how to push the boundaries of pivot tables and add even more interactivity to them by grouping data in various ways. In this comprehensive webcast, David explains how to easily extract data from Microsoft Access, create simple macros that can resolve the most frustrating aspects of pivot tables, determine the number of duplicates in a list, reap the benefits of Excel’s Slicer feature, sort data in any order you desire, and more.
 
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
 
Microsoft 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 2021, Excel 2019, and so on.
 

Topics covered:
 
• Altering the default sort order within pivot tables to a hierarchy of your choice with Custom Lists.
 
• Converting .XLS files compatible with Excel 2003 into the modern Excel workbook format.
 
• Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
 
• Displaying two or more pivot tables close together on a single worksheet without triggering a conflict.
 
• Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature.
 
• Filtering two or more pivot tables simultaneously by way of the Slicer feature in Excel 2010 and later.
 
• Preventing pivot tables from automatically resizing columns when you refresh or filter the data.
 
• Resolving situations where data appears more than once within a pivot table.
 
• Summarizing data from Access databases with pivot tables, even if you don’t have Microsoft Access installed.
 
• Understanding the conflicts that can arise when you position two or more pivot tables too close in proximity to each other.
 
• Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
 
• Utilizing the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges.
 
Learning objectives:
• Recall how macros can help you format pivot table data faster and more efficiently.
• Define how to create pivot tables from information you extract from databases.
• Identify how to summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define.