Excel Dexterity: Pivot Tables Part 2 (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-606.21 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© June 2020 Basic Understanding of Technology N/A

In this installment of the Pivot Table series Excel expert David Ringstrom, CPA takes you beyond the basics of pivot tables. You'll learn how pivot tables differ from worksheet formulas, the importance of the Refresh and Report Filter commands, how to disable the GETPIVOTDATA function, how to drill down into numbers with a simple double-click, and much more. You'll also be empowered to easily transform unwieldy data sets into pivot table-ready lists.

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.

Topics include:
  • Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.
  • Building a pivot table report from a list of data.
  • Adding a percentage column to a pivot table with just a couple of mouse actions.
  • Adding fields to a blank pivot table to create instant reports.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Understanding how the pivot chart formatting works much like formatting other types of charts in Excel.
  • Improving the integrity of pivot tables by utilizing the Table feature in Excel.
  • Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature.
  • Transforming an unwieldy list of data into a format that’s ready to be analyzed within a pivot table.
  • Developing calculated fields that perform math on data within the source data.
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
  • Visualizing lists of data graphically by way of Excel’s PivotChart feature.

Learning Objectives:

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

  • Recall the keyboard shortcut that creates a pivot chart based on an existing pivot table.
  • State the mouse action that enables you to reconstruct the underlying pivot table source data.
  • Recall which menus appear and disappear as you click within or outside of a pivot table.

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

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