Encapsulate Excel Data with Pivot Tables

    /David  /Ringstromspeaker of compliance global
    Speaker: David Ringstrom
    Duration: 90 Minutes
    Product Code: 700167
    Level: Intermediate
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In this webinar Excel expert David Ringstrom, CPA helps you master one of the most overlooked, yet easiest to use features in Excel—creating Pivot Tables. The webinar leads off with techniques for quickly transforming raw data into pivot table-ready formats. The webinar then moves into creating pivot tables, expanding and collapsing data, and issues that can affect pivot table integrity.

For the uninitiated, pivot tables are a means of creating reports in Excel by simply dragging and dropping with your mouse. Work that could take hours to do by manually isolating unique items and writing summary formulas can be accomplished in seconds. Not only do pivot tables enable you to easily summarize large sets of data, you can easily drill back down into the details with a simple double-click. You’ll also be able to quickly expand and collapse reports so that you can always work with as much or as little detail as you need.

David will teach from primarily from Excel 2010, but will demonstrate new features in Excel 2013 when warranted, as well as disclose any differences in Excel 2007. Coverage of Excel 2003 will be limited to questions raised by the audience. As a special feature of this webinar, David will provide four different handouts so that you can see exactly how pivot tables work in your version of Excel. The handouts will be specific to:

• Excel 2013
• Excel 2010
• Excel 2007
• Excel 2003

David's webinars are fast-paced, and even experienced Excel users are certain to learn several new tips and tricks. David welcomes your questions and is happy to answer Excel questions unrelated to the webinar during the question and answer session.

why should you attend

Even experienced Excel users sometimes fall prey to nuances in pivot tables. Pivot tables that aren’t future-proofed with Excel’s Table feature can lead to data integrity issues should another user append more data to the original list
•  The choice of workbook format can vastly color one’s pivot table experience. Users relying on workbooks saved in the legacy XLS document format may encounter disabled features in Excel, as well as inefficient pivot table formatting
•  Seemingly simple tasks related to pivot tables such as applying number formats can yield to frustration as changes to the structure of a pivot table can cause formatting to be discarded. In this webinar David shows you the right way to ensure that your formatting never gets lost
•  You’ll understand the importance of starting with a clean list of data. Leaving a single cell blank or containing text within a column of numbers can cause a pivot table to seemingly behave erratically. After this webinar you’ll know exactly what to look for when such situations arise in the future
•  Users can mistakenly think that pivot tables update in real time, just like Excel formulas. This is not the case, so you’ll see ways to have a pivot table refresh when you open your spreadsheet, as well as ways to refresh multiple pivot tables at once

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Areas Covered

•  Avoid frustration by understanding the nuances of pivot table formatting. Pivot tables are best thought of as having one foot in worksheet cells and one cell out
•  Dig deeper into the numbers by using the Report Filter command to create break-out tables. This empowers you to easily share reports with team members by breaking their data out to separate worksheets
•  Disable the GETPIVOTDATA function if you don't need it for your analysis. This function can make simple ad hoc calculations involving pivot table data more difficult than necessary
•  Discover the new Recommended Pivot Tables feature in Excel 2013, which gives even someone that’s never seen a pivot table a jump start on summarizing data
•  Drill down into numbers with a double-click--or prevent users from being able to do so
•  Incorporate calculations within, or alongside, pivot tables
•  Learn the basics of pivot table creation, as well as differences in the user interface between Excel 2003, 2007, 2010, and 2013
•  Quickly whip unwieldy data into the format required for pivot table analysis. Your pivot tables are only as good as the underlying data
•  See how pivot tables differ from worksheet formulas and the importance of the Refresh command
•  See how the Table feature can vastly improve the integrity of Pivot Tables in Excel. Users generally base pivot tables on a static range of cells, which can lead to data integrity issues when additional information is added to the source list later
•  See the nuances of subtotalling data within a pivot table, as well as techniques for grouping and ungrouping data based on date ranges and other criteria
•  Use a simple keyboard shortcut to post the same formula to multiple cells at once. This can help you quickly fill in gaps in a spreadsheet as you prepare a list for analysis with a pivot table

Learning Objectives

•  Quickly transform lists of raw data into usable reports in just a few simple steps
•  Format and analyse pivot table data with ease
•  Avoid frustration by understanding nuances in your data that can cause errors or integrity issues in pivot tables


This course will provide valuable assistance and guidance to all industry for spreadsheet design techniques that minimize spreadsheet maintenance and improve spreadsheet integrity. The following job titles/ positions will benefit from attending this seminar:
•  Human Resource
•  Payroll Professionals
•  Employee Management Personnel
•  Auditors
•  Managers
•  Admin
•  Anyone that builds spreadsheets for use by others


David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.

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