Mastering Excel: Pivot Tables for Beginners


February 26, 2019


David H. Ringstrom, CPA

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

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-‪814-892-0304


No matter if you are a Beginner or an Advanced user of Excel,  you are sure to benefit from this quick course which goes through the most important tools that are available in an Excel Pivot Table.  The course is  designed for Excel 2007, Excel 2010, Excel 2013 and Excel 2016.

In no time you will be able to analyze lots  of data and tell a story in a quick and interactive way, learn how to build stunning Dashboards and get noticed by top management &  prospective employers.

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.

Learning Objectives:

  • How to set up your data and create an Excel Pivot Table in less than 3 minutes which will increase your efficiency!
  • How to put your key business metrics like Year to Date Sales, Monthly Variations and Top 10 Customers in an interactive Excel Pivot Table, taking your analytical skills to another level!
  • How to create an Interactive Excel Dashboard with Slicers & Pivot Charts that will WOW your boss and get you noticed by top Management!
  • Pivot Table tips & special Bonus material that you can keep and use to become better at Excel straight away which will skyrocket your personal development!

Session Highlights:

  • 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

Who Will Benefit:

  • Excel users who are familiar with PivotTable concepts, but need expanded techniques to analyze lists of data
  • Anyone needing to know how to create PivotTables from multiple sources, use Slicers, Timelines, Calculated Fields, and Conditional Formatting will benefit from this course

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