Demystify Excel: The Nuts and Bolts of Pivot Tables

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Deadline: June 27, 2017 | Date: June 27, 2017

Venue/Country: Online

Updated: 2017-03-10 17:06:02 (GMT+9)

Call For Papers - CFP

Why Should You Attend

Learn from Excel expert David Ringstrom, CPA, how to use Excel pivot tables to create reports from complex data using only your mouse.

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.

Areas Covered in this Webinar

Adding fields to pivot tables.

Understanding the differences in pivot table interfaces between Excel 2010 and earlier and Excel 2013 and later.

Initiating a pivot table from a list of data.

Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.

Seeing multiple ways to remove fields from a pivot table.

Understanding the nuances of formatting numbers within pivot tables.

Learning how to expand and collapse pivot table elements, thereby avoiding information overload.

Understanding why pivot tables sometimes display amounts as text or count amounts instead of summing.

Getting past the “PivotTable field name already exists” prompt once and for all.

Drilling down into numbers with a double-click—or preventing other users from being able to do so.

Learning the nuances associated with subtotaling data within a pivot table.

Discovering how pivot tables differ from worksheet formulas and learn the importance of the Refresh command.

Learning Objectives

Learn how to create accurate reports using Excel pivot tables.

Understand how to expand and collapse groups of data within a pivot table.

Identify the best approach for formatting numbers within pivot tables.

Learn how to add as well as delete fields from a pivot table.

Learn a shortcut that allows you to drill down into numbers—or prevents others from being able to do so.

Who Will Benefit

- Accountants

- CPAs

- CFOs

- Controllers

- Excel Users

- Income Tax Preparers

- Enrolled Agents

- Financial Consultants

- IT Professionals

- Auditors

- Human Resource Personnel

- Bookkeepers

- Marketers

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