Pragmatic Excel - Intro to Pivot Tables

Excel expert David Ringstrom, CPA, will guide you through the basics of creating and using pivot tables. Many users shy away from pivot tables, thinking that specialized knowledge is required. In fact, pivot tables are one of the easist and best features to use in Excel, as long as you follow a ...

On demand, 2 hour(s)

$99 ($199)

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Course Description

Excel expert David Ringstrom, CPA, will guide you through the basics of creating and using pivot tables. Many users shy away from pivot tables, thinking that specialized knowledge is required. In fact, pivot tables are one of the easist and best features to use in Excel, as long as you follow a few simple ground rules. In no time you'll be transforming staid and/or overwhelming datasets into interactive reports with just a few mouse clicks. 

 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.

 Who should attend:

Practitioners who will benefit from learning how to use Excel pivot tables to easily create accurate reports.

 Topics covered:

 • Adding fields to a blank pivot table to create instant reports.

 • Creating a pivot table to transform lists of data into on-screen reports.

 • Employing pivot tables to count the number of times an item appears in a list.

 • Managing information overload by collapsing or expanding pivot table fields.

 • Converting a pivot table to static numbers for archival purposes or to prevent drilling down into the underlying data.

 • Using the Summarize By command to make Excel sum numbers instead of counting.

 • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.

 • Jump-starting pivot tables by way of the Recommended Pivot Tables feature in Excel 2013 and later.

 • Exploring the nuances of formatting numbers within pivot tables.

 • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.

 • Adding fields to a blank pivot table to create instant reports.

 • Understanding the nuances of formatting numbers within a pivot table.

 Learning objectives:

• Identify which of four ways is not a method for removing fields from a pivot table.

• Demonstrate knowledge of the nuance involved in sorting two or more row fields within a pivot table.

• Describe how to refresh a pivot table in Microsoft Excel.


Course Walkthrough

  • Course: Pragmatic Excel - Introduction to Pivot Tables
  • Assessment - Pragmatic Excel - Intro to Pivot Tables
  • Pragmatic Excel - Intro to Pivot Tables - Participant Handout
  • Pragmatic Excel - Intro to Pivot Tables sample file
  • Discussion forum - Intro to Pivot Tables
  • Feedback / comments
  • Certificate: Pragmatic Excel - Intro to Pivot Tables

About the Instructor(s)

Picture of David Ringstrom
David Ringstrom