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| Accelerate Excel: Pivot Tables Part 2 (170920N) |
Course CPE: 2 hours
Field(s) of Study: Practice Management–2 hrs
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: Self-Study |
Item
Number: 17PPM0920
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: September 20, 2017
Presenter: David Ringstrom
Program Description:
Excel expert David Ringstrom, CPA, explains how to push the boundaries of pivot tables in this illuminating webcast. He outlines the nuances of grouping and sorting data automatically—in any order you desire—versus only using Excel’s default of sorting data alphabetically.
In addition, David shares methods and Excel features for:
- Extracting data from Microsoft Access with just a few mouse clicks.
- Creating simple macros that can resolve the most frustrating aspects of pivot tables.
- Using the Slicer feature in Excel 2010 and later to filter data faster.
- Creating breakout tables and digging deeper into the numbers.
- Embedding lists into Excel’s interface—and much more.
- You’ll be equipped to add even more interactivity to your pivot tables after participating in this comprehensive presentation.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw 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 Typically Covered:
- Creating a macro in Excel that will set any pivot table to automatically format number fields that you add.
- Creating a macro that will automatically remove the words “Sum Of” from your pivot table fields.
- Drilling down into numbers with a double-click—or preventing other users from being able to do so.
- Embedding frequently used lists, such as employees, departments, or key customers, into Excel’s interface for use with any spreadsheet.
- Filtering data faster by way of the Slicer feature in Excel 2010 and later.
- Launching macros that clean up pivot tables with a single mouse click.
- Learning how to control multiple pivot tables and charts instantly with the Slicer feature in Excel 2010 and later.
- Learning how to utilize the PowerPivot feature in Excel 2010 and 2013.
- Learning the nuances associated with subtotaling data within a pivot table.
- Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.
- Summarizing information from Access databases and other sources.
- Using the Linked Picture feature to place pivot tables in close proximity to each other without posing conflicts.
- Wrangling 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.
After completing this webinar, attendees will be able to:
- Recognize the Custom Lists feature to override the default alphabetical sort order within pivot tables.
- Determine 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.
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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