Advanced Pivot Table Techniques-Video

Price: $29.99

CPE Credits: 2.0

Category: , ,

Course Number: VCXPT3DR

advanced pivot table techniques

Description:
Excel expert David Ringstrom, CPA, shows you step-by-step how to push the boundaries of pivot tables and add even more interactivity to them by grouping data in various ways. In this comprehensive course, David explains how to easily extract data 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 much more.

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.

Topics Covered:

  • Creating dynamic and interactive graphs with Excel’s PivotChart feature.
  • Discovering the Recommended PivotTables feature.
  • Launching macros that clean up pivot tables with a single mouse click.
  • Learning the nuances associated with subtotaling data within a pivot table.
  • Learning how the Table feature can vastly improve the integrity of pivot tables in Excel.
  • Incorporating calculations within or alongside pivot tables.
  • Learning how to expand and collapse pivot table elements, thereby avoiding information overload.
  • Gaining control of unruly pivot table data by creating a macro that can automatically transform all count fields into sums and apply number formatting in one fell swoop.
  • Mitigating the side effects of converting a table back to a normal range of cells.
  • Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
  • Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.

Delivery Method: Online QAS Self Study.

Level:  Intermediate/Advanced

Version:  Webcast covers Excel 2016 however differences in Excel 2007,2010 and 2013 versions are discussed.

Prerequisites:  If you are new to pivot tables, you may want to take Part 1 – Pivot Tables for Beginners  and Part 2-Pivot Tables Intermediate first.

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: September 2018

Format:  On-demand webcast ( video of a webinar)
Run-Time: 1 hr; 40 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recall how macros can help you format pivot table data faster and more efficiently.
  • Define how to create pivot tables from information you extract from databases.
  • Identify how to summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define.

Description:
Excel expert David Ringstrom, CPA, shows you step-by-step how to push the boundaries of pivot tables and add even more interactivity to them by grouping data in various ways. In this comprehensive course, David explains how to easily extract data 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 much more.

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.

Topics Covered:

  • Creating dynamic and interactive graphs with Excel’s PivotChart feature.
  • Discovering the Recommended PivotTables feature.
  • Launching macros that clean up pivot tables with a single mouse click.
  • Learning the nuances associated with subtotaling data within a pivot table.
  • Learning how the Table feature can vastly improve the integrity of pivot tables in Excel.
  • Incorporating calculations within or alongside pivot tables.
  • Learning how to expand and collapse pivot table elements, thereby avoiding information overload.
  • Gaining control of unruly pivot table data by creating a macro that can automatically transform all count fields into sums and apply number formatting in one fell swoop.
  • Mitigating the side effects of converting a table back to a normal range of cells.
  • Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
  • Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.

Delivery Method: Online QAS Self Study.

Level:  Intermediate/Advanced

Version:  Webcast covers Excel 2016 however differences in Excel 2007,2010 and 2013 versions are discussed.

Prerequisites:  If you are new to pivot tables, you may want to take Part 1 – Pivot Tables for Beginners  and Part 2-Pivot Tables Intermediate first.

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: September 2018

Format:  On-demand webcast ( video of a webinar)
Run-Time: 1 hr; 40 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recall how macros can help you format pivot table data faster and more efficiently.
  • Define how to create pivot tables from information you extract from databases.
  • Identify how to summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define.
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