Excel Competency: Intermediate Pivot Tables


February 21, 2018


David H. Ringstrom, CPA

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 90 Minutes


Excel has a variety of tools like sorting and filtering to manage large lists of data, but if you need to analyze all that data and do it quickly, there’s no better feature than a PivotTable.

The PivotTable feature is perhaps Excel’s best analytical tool and in addition to its speed, you get amazing flexibility and dynamism that let you quickly change the data interrelationships you’re viewing. Most PivotTable users discover that the feature is relatively easy to learn, but not so easy if you are simply seeing the instructions on the printed page; this is a visually-oriented feature based on displaying fields in different locations. You’ll be amazed to see how in very little time, you can create a complete summary report with tons of data. You won’t even need to write complex formulas and rely on obscure techniques. But how do you use PivotTables to their maximum potential.

Why Should You Attend:

In this presentation, Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables. David explains the PivotTable feature, the Linked Picture feature, the Recommended PivotTables feature, and others. You’ll learn how to: create self-updating titles for charts and pivot charts, automate your work using macros, and drill down into numbers with a simple double-click.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to 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.

Area Covered in this Session:

  • Adding fields to pivot tables
  • Filtering pivot table data based on date ranges by way of the Timeline feature in Excel 2013 and later
  • Drilling down into numbers with a double-click—or preventing other users from being able to do so
  • Getting past the "PivotTable field name already exists" prompt once and for all
  • Identifying the requirements of ideal data sets to be analyzed within your pivot tables
  • Embedding frequently used lists, such as employees, departments, or key customers, into Excel's interface for use with any spreadsheet
  • Learning the basics of creating pivot tables
  • Learning how to expand and collapse pivot table elements, thereby avoiding information overload
  • Creating a macro in Excel that will set any pivot table to automatically format number fields that you add
  • Seeing multiple ways to remove fields from a pivot table
  • Creating self-updating titles for charts and pivot charts

Learning Objectives:

  • Recall how to quickly transform lists of raw data into usable reports in just a few simple steps
  • Recognize and apply the macro that will automatically format number fields that you've added
  • Define how to create self-updating titles for pivot table charts
  • Identify calculation methods to use within pivot tables

Who Will Benefit:

  • Accountants
  • CPA
  • CFO
  • Controllers
  • Excel users
  • Income tax preparers
  • Enrolled agents
  • Financial consultants
  • IT professionals
  • Auditors
  • Human resource personnel
  • Bookkeepers
  • Government personnel

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