Course Description
In this valuable course, Excel expert David Ringstrom takes you beyond the basics of pivot tables and shows you how to manipulate pivot table data faster and more effectively. After participating, you’ll know how to create self-updating titles for charts and pivot charts, expand and collapse pivot table elements, improve the integrity of pivot tables by using the Table feature, and more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016, 2013, and earlier) during the course as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the session.
Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Who should attend:
Practitioners who can benefit from learning more about Excel pivot tables to manipulate their pivot table data faster and more effectively.
Level: Intermediate
Topics typically covered:
- Adding a percentage column to a pivot table with just a couple of mouse actions.
- Adding rows to a blank pivot table to create instant reports.
- Creating a pivot table to transform lists of data into on-screen reports.
- Developing calculated fields that perform math on data within the source data.
- Drilling down into the details behind any amount within a pivot table with just a double-click.
- Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature.
- Improving the integrity of pivot tables by utilizing the Table feature in Excel.
- Preventing pivot tables from automatically resizing columns when you refresh or filter the data.
- Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
- Saving time by setting reports exported from QuickBooks Online to open automatically in Excel.
- Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.
- Understanding the nuance of crafting formulas that reference data within pivot tables.
Learning objectives:
- Identify how to quickly transform lists of raw data into usable reports in just a few simple steps.
- Apply the PowerPivot feature and the Recommended PivotTables feature.
- Recall how to compare calculation methods within pivot tables.
Review our course policies and procedures page for further information