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Mastering Excel Pivot Tables: How to Crunch Numbers Like an Expert - Advanced Level

David H. Ringstrom, CPA Keynote Speaker at Ijona Skills. He 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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Overview

In this comprehensive webcast, Excel expert David Ringstrom, CPA, teaches you how to push the boundaries of Excel pivot tables. David demonstrates how to: add even more interactivity to pivot tables by grouping data in various ways, extract data easily from Microsoft Access, create simple macros that can resolve the most frustrating aspects of pivot tables, determine the number of duplicates in a list, reap the benefits of Excel's Slicer feature, sort data in any order you desire, and more. 

Why should you attend?

Practitioners who would like to learn how to manipulate their pivot table data faster and more efficiently.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to 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.

Learning Objectives:
  • Recognize when and why to apply the Slicer feature. 
  • Recall how to clean up your pivot tables with a mouse click.
  • Identify how to summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define.

Areas Covered in the Session:

  • Filtering two or more pivot tables simultaneously by way of the Slicer feature in Excel 2010 and later.
  • Preventing pivot tables from automatically resizing columns when you refresh or filter the data.
  • Displaying two or more pivot tables close together on a single worksheet without triggering a conflict.
  • Discovering the Custom Lists feature in Excel, which enables you to embed frequently used lists into Excel's Options dialog box for use with any spreadsheet.
  • Summarizing data from Access databases with pivot tables, even if you don't have Microsoft Access installed.
  • Resolving situations where data appears more than once within a pivot table.
  • Utilizing the Timeline feature in Excel 2013 and later to filter pivot tables based on date ranges.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.

Who can Benefit:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Excel User
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel

Webinar Id: ISDRAE10

Duration: 90 mins

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