Excel expert David Ringstrom, CPA, teaches you the basics of creating and using Excel pivot tables in this valuable presentation. Pivot tables enable you to easily create reports from complex data simply by using your mouse. He shows you how to initiate a pivot table from a list of data, add fields, dig deeper into the numbers, and much more. In addition, David points out pivot table traps and shares tricks to help ensure your reports are accurate.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as 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. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

• Repositioning or removing subtotals within pivot tables.
• Auditing the data source behind pivot tables in Excel spreadsheets.
• Determining the one way you can incorporate blank rows within a pivot table.
• Understanding once and for all why pivot tables sometimes count numbers within a field instead of summing.
• Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
• Identifying the ideal data for analysis with Excel’s PivotTable feature.
• Managing information overload by collapsing or expanding pivot table fields.
• Filtering pivot tables to show fewer columns and/or rows of data.
• Jump-starting pivot tables by way of the Recommended PivotTables feature in Excel 2013 and later.
• Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
• Deleting a group of worksheets all at once from within an Excel workbook.