Implementing Advanced Pivot Table Techniques

On-Demand Schedule Thu, May 28, 2020 - Thu, June 04, 2020
Duration 60 Mins
Level Basic & Intermediate & Advanced
Webinar ID IQW20E0564

  • Embedding frequently used lists, such as employees, departments or key customers into Excel’s interface for use with any spreadsheet
  • Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables
  • Getting control of unruly pivot table data by creating a macro that can automatically transform all count fields into sums and apply number formatting in one fell swoop
  • Learning how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later
  • Summarizing information from Access databases and other sources
  • Filtering data faster by way of the Slicer feature in Excel 2010 and later
  • Learning the nuances associated with subtotaling data within a pivot table
  • Avoiding frustration by understanding the nuances of pivot table formatting
  • Learning how to utilize the PowerPivot feature in Excel 2010 and later
  • Launching macros that clean up pivot tables with a single mouse click
  • Filtering pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later
  • Using the Linked Picture feature to place pivot tables in close proximity to each other without posing conflicts

Overview of the webinar

In this presentation, Excel expert David Ringstrom, CPA, digs deeper into pivot tables to show you step-by-step how to manipulate your pivot table data faster and more efficiently. You’ll learn how to 

  • Extract data from Microsoft Access databases and other sources
  • Minimize repetitive steps in Excel by creating keyboard shortcuts
  • Adapt simple macros that can be recorded

In addition, David discusses several helpful Excel features, including the Table feature, PivotTable feature, Slicer feature, Linked Picture feature, the PowerPivot feature and others. 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 he uses during the webcast.

Who should attend?

  • Accountants
  • CPAs
  • CEO's / CFO's / CTO's
  • Controllers
  • Excel User
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel

Why should you attend?

After attending the webcast, participants will be equipped to:

  • Add greater interactivity to pivot tables by grouping data in various ways
  • Manipulate pivot table data faster and more efficiently
  • Embed frequently used lists into Excel’s interface for use with any spreadsheet
  • Avoid frustration by understanding the nuances associated with formatting and subtotaling data
  • Clean up pivot tables with a mouse click
  • Summarize information from Access databases and other sources
  • Create keyboard shortcuts to minimize repetitive steps
  • Apply a variety of Excel features, including the Table feature, PivotTable feature, Slicer feature, Linked Picture feature, the PowerPivot feature and the Timeline feature

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.

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