Excel Pivot Tables for Intermediate Users-Video

Price: $29.99

CPE Credits: 2.0

Category: , ,

Course Number: VCXPT2DR

Pivot Tables Intermediate

Description:
A recent study by Microsoft reported that 80% of Excel users have yet to use the pivot table feature. In this presentation Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables. You’ll be empowered to quickly transform unwieldy reports into pivot table-ready lists. You’ll also see how pivot tables differ from worksheet formulas, the importance of the Refresh and Report Filter commands, how to disable the GETPIVOTDATA function, how to drill down into numbers with a simple double-click, 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 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.

Topics Covered:

  • Presenting the largest or smallest values in chart form by way of a Top 10 pivot chart.
  • Adding fields to a blank pivot table to create instant reports.
  • Filtering pivot table data based on a new dimension by using the Report Filter command.
  • Managing information overload by collapsing or expanding pivot table fields.
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
  • Repositioning or removing subtotals within pivot tables.
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
  • Identifying the ideal data for analysis with Excel’s PivotTable feature.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
  • Auditing the data source behind pivot tables in Excel spreadsheets.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.

Delivery Method: Online QAS Self Study.

Level: Intermediate

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 first.

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: May 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:

  • Identify the location of the Field List command within Excel’s ribbon menu interface.
  • Identify the location of the PivotTable command within Excel’s ribbon menu interface.
  • Recall the requirement that enables the Show Report Filter Pages command.

Description:
A recent study by Microsoft reported that 80% of Excel users have yet to use the pivot table feature. In this presentation Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables. You’ll be empowered to quickly transform unwieldy reports into pivot table-ready lists. You’ll also see how pivot tables differ from worksheet formulas, the importance of the Refresh and Report Filter commands, how to disable the GETPIVOTDATA function, how to drill down into numbers with a simple double-click, 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 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.

Topics Covered:

  • Presenting the largest or smallest values in chart form by way of a Top 10 pivot chart.
  • Adding fields to a blank pivot table to create instant reports.
  • Filtering pivot table data based on a new dimension by using the Report Filter command.
  • Managing information overload by collapsing or expanding pivot table fields.
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
  • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
  • Repositioning or removing subtotals within pivot tables.
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
  • Identifying the ideal data for analysis with Excel’s PivotTable feature.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
  • Auditing the data source behind pivot tables in Excel spreadsheets.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.

Delivery Method: Online QAS Self Study.

Level: Intermediate

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 first.

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: May 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:

  • Identify the location of the Field List command within Excel’s ribbon menu interface.
  • Identify the location of the PivotTable command within Excel’s ribbon menu interface.
  • Recall the requirement that enables the Show Report Filter Pages command.
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