In this course, author and Excel expert David H. Ringstrom, CPA, will lead you through a series of advanced Excel techniques. Learn the intricacies of creating Pivot Charts to effectively communicate your data, with a focus on dynamic chart titles and smart filtering. David will also address common PivotTable conflicts and teach you how to paste linked pictures of PivotTables for enhanced reporting. For Excel 2021 users, contrast using dynamic array functions, which recalculate automatically, with PivotTables, which must be refreshed. Eliminate repetitive PivotTable related tasks with a customized macro, complete with programming code and testing procedures.

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.

Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Learning Objectives:

  • Identify which menu the Field Buttons command appears on in Excel
  • Explain the purpose of linked pictures within Excel spreadsheets
  • State the keystroke to use in conjunction with Quick Access Toolbar shortcuts
  • Identify the worksheet function that enables you to convert text-based dates into number-based dates
  • Identify the feature that allows you to store a user-defined list of items that you can use in any workbook

Key topics covered in this course:

  • Crafting self-resizing formulas with the new Spilled Range Operator in in Excel 2021 and Microsoft 365
  • Altering the default sort order within PivotTable to a hierarchy of your choice with Custom Lists
  • Unlocking additional filtering capabilities in PivotTables by knowing where to position one's cursor to re-enable the Filter command
  • Visualizing lists of data graphically by way of Excel's PivotChart feature
  • Understanding how pivot chart formatting works much like formatting other types of charts in Excel
  • Scheduling automatic data refreshing with PowerPivot
  • Understanding the conflicts that can arise when you position two or more PivotTables too close in proximity to each other
  • Controlling information overload within pivot charts by filtering
  • Creating self-updating chart titles that change automatically as you filter or slice data related to the chart
  • Nesting dynamic array functions such as SORT and UNIQUE together
  • Displaying two or more PivotTables close together on a single worksheet without triggering a conflict
  • Creating PivotTables with PowerPivot

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