Presented by David H. Ringstrom, CPA
 
In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the powerful world of PivotTables and PowerPivot in Excel. Discover the ideal data setup for PivotTables and learn how to initiate and add fields effectively. David will also cover advanced techniques such as using PivotTable slicers for enhanced data filtering and importing data into PowerPivot. You'll gain insights into enabling PowerPivot in Excel, creating PivotTables with PowerPivot, and managing relationships within PowerPivot. Additionally, he will introduce you to DAX for creating measures and KPIs, along with strategies for scheduled refreshing of your PowerPivot data. Join us to elevate your Excel skills and unlock the full potential of your data analysis capabilities!

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Who should attend: Professionals seeking to use Microsoft Excel more effectively.

Topics typically covered:

• Developing calculated fields that perform math on data within the source data.

• Creating Power Pivot measures.

• Contrasting standard formulas in Excel verus structured references.

• Auditing the data source behind PivotTables in Excel spreadsheets.

• Creating PivotTables with PowerPivot.

• Grouping and summarizing your data effortlessly with the dynamic power of the GROUPBY function.

• Identifying the ideal data for analysis with Excel’s PivotTable feature.

• Creating a PivotTable to transform lists of data into on-screen reports.

• Filtering data within PivotTables by way of the Slicer feature.

• Creating Power Pivot KPIs (key performance indicators).

• Importing data from external sources into PowerPivot.

• Managing Power Pivot relationships between tables and other data sources.

Learning objectives:

• Describe how to refresh a PivotTable in Microsoft Excel.

• Define the purpose of Excel's Slicer feature.

• Define what type of add-in PowerPivot is.

Level: Intermediate

Instructional Method: Group: Internet-based

NASBA Field of Study: Computer Software & Applications (2 hours) 

Program Prerequisites: Prior experience with Microsoft Excel is recommended.

Advance Preparation: None