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Mastering Excel: Pivot Tables for Beginners
- Compiling unwieldy data into the format required for pivot table analysis quickly and easily
- Using Excel’s Pivot Table feature to quickly identify anomalies within QuickBooks data
- Adding fields to pivot tables
- Discovering how pivot tables differ from worksheet formulas and learning the importance of the Refresh command
- Identifying the requirements of ideal data sets to be analyzed within your pivot tables
- Avoiding frustration by understanding the nuances of pivot table formatting
- Learning the nuances associated with subtotaling data within a pivot table
- Creating a macro that will automatically remove the words “Sum Of” from your pivot table fields
- Filtering pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later
- Learning multiple ways to remove fields from a pivot table
- Disabling the GETPIVOTDATA function if it’s not needed for your analysis
- Understanding why numeric data may appear in a pivot table more than once and how to correct the problem
Overview of the webinar
Excel expert David H. Ringstrom, CPA, teaches the basics of using Excel pivot tables in this beneficial webcast. Pivot tables empower users to easily create reports from complex data simply by using their mouse. Pivot tables, as is the case with many Excel features, have nuances that can trip up the unaware user, so David explains some traps and shares tricks to help ensures the reports you create are accurate.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps and second, in Excel 2016. He draws 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 he uses during the webcast.
Who should attend?
- Practitioners who would benefit from learning how to use Excel pivot tables to easily create accurate reports
- Accountants
- CPA’s
- CFO’s
- Controllers
- Excel User
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
Why should you attend?
- Identify how to expand and collapse groups of data within a pivot table
- Identify the best approach for formatting numbers within pivot tables
- Define the default location for pivot table data when you click a checkbox for a given field
Faculty - Mr.David H. Ringstrom, CPA
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.
David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.
His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.