Maximize Excel: Intermediate Pivot Table

CPE Credit: 2 hours
 
You’ll discover more about pivot tables in this comprehensive presentation by David Ringstrom, CPA. He explains the PivotTable feature, the PowerPivot feature, the Recommended PivotTables feature, and others. After participating in David’s presentation, you’ll know how to create self-updating titles for charts and pivot charts, expand and collapse pivot table elements, drill down into numbers with a simple double-click, and more.
 
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples used in the course.


Topics Covered

• Avoiding disabled features by converting Excel 97–2003 files to modern workbook formats with ease.
• Discovering the Recommended PivotTables feature.
• Using a simple keyboard shortcut to post the same formula to multiple cells at once.
• Understanding why numeric data may appear in a pivot table more than once and how to correct the problem.
• Learning how to utilize the PowerPivot feature in Excel 2010 and later.
• Understanding why pivot tables sometimes display amounts as text or count amounts instead of summing.
• Seeing multiple ways to remove fields from a pivot table.
• Learning how to expand and collapse pivot table elements, thereby avoiding information overload.
• Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
• Identifying the requirements of ideal data sets to be analyzed within your pivot tables.
• Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.
• Learning the nuances associated with subtotaling data within a pivot table.

Learning Objectives:

• Identify how to quickly transform lists of raw data into usable reports in just a few simple steps.
• Apply the PowerPivot feature and the Recommended PivotTables feature.
• Recall how to compare calculation methods within pivot tables.

Course Number: 
DR1920
NASBA Field of Study: 
Computer Software and Applications
Level: 
Intermediate
Presenter:
David Ringstrom
Prerequisites: 
Previous Experience with Excel Pivot Tables
Advanced Preparation: 
None