In this outstanding course, Excel expert David Ringstrom, CPA, will expand your knowledge of pivot tables and show you step-by-step how to manipulate pivot table data faster and more efficiently. You’ll learn how to extract data from Microsoft Access databases and other sources, minimize repetitive steps in Excel by creating keyboard shortcuts, and adapt simple macros that can be recorded. In addition, David discusses several helpful Excel features, including the Table feature, PivotTable feature, Slicer feature, Linked Picture feature, the PowerPivot feature, and others.
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 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.
This course is Part 3 of a 3 Part Series:
Part 1: Excel Efficiency: Pivot Tables
Part 2: Excel Efficiency: Intermediate Pivot Tables
Learning Objectives
- Identify how to summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define.
- Recognize when and why to apply the Slicer feature.
- Discover how to clean up your pivot tables with a mouse click.
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Prerequisites
Program Prerequisites: Previous Experience with Excel Pivot Tables
Advance Preparation: None