Excel Dexterity: Pivot Tables Part 1 (video)

  • Credits: 2
  • Format: Self-Study Video
  • Field of Study: Computer Software and Apps
  • Author/Speaker: David Ringstrom
Course ID: Advanced Preparation: Experience Level:
DR-605.21 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© June 2021 Basic Understanding of Technology N/A

In this session Excel expert David H. Ringstrom, CPA, introduces one of the most powerful, and yet overlooked features in Excel: pivot tables. Many users shy away from this feature, thinking that specialized knowledge is required.

As you'll see in this presentation, pivot tables allow you to instantly summarize lists of data into meaningful reports with just a few actions with your mouse. As with many aspects of Excel, pivot tables have several nuances that can frustrate new users, so David will be sure to bring these to your attention so that you can use the feature effectively.

Topics include:
  • Managing information overload by collapsing or expanding pivot table fields.
  • Filtering pivot tables to show fewer columns and/or rows of data.
  • Presenting the largest or smallest values in chart form by way of a Top 10 pivot chart.
  • Filtering pivot table data based on a new dimension by using the Report Filter command.
  • Avoiding the dreaded PivotTable Field Name Already Exists error prompt.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
  • Exploring the nuances of formatting numbers within pivot tables.
  • Discovering four different ways to remove data from a pivot table report.
  • Converting a pivot table to static numbers for archival purposes or to prevent drilling down into the underlying data.
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.

Learning Objectives:

After reading the course material, you will be able to:

  • Recall the requirement that enables the Show Report Filter Pages command.
  • Identify which of four ways is not a method for removing fields from a pivot table.
  • Recall the requirement that enables the Show Report Filter Pages command

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: