2 CPE This presentation will empower you to take your pivot table knowledge to the next level. Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables by demonstrating 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. You'll also see how to quickly transform unwieldy reports into pivot table-ready lists.
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:
- Creating a pivot table to transform lists of data into on-screen reports.
- Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.
- Drilling down into the details behind any amount within a pivot table with just a double-click.
- Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
- Understanding the nuance of crafting formulas that reference data within pivot tables.
- Adding a percentage column to a pivot table with just a couple of mouse actions.
- Visualizing lists of data graphically by way of Excel’s PivotChart feature.
- Developing calculated fields that perform math on data within the source data.
- Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
- Understanding how pivot chart formatting works much like formatting other types of charts in Excel.
This course is Part 2 of a 3 Part Series:
Part 1: Excel Efficiency: Pivot Tables
Part 3: Excel Efficiency: Advanced Pivot Tables
Learning Objectives
- Recognize which menus appear and disappear as you click within or outside of a pivot table.
- Identify the mouse action that enables you to reconstruct the underlying pivot table source data.
- Explore how to enable or disable the GETPIVOTTABLE feature in Microsoft Excel.
Last updated/reviewed: March 20, 2024
Included In Certifications
This course is included in the following Certification Programs:
17 CoursesExcel Modeler Certification
- Excel Efficiency: VLOOKUP
- Excel Efficiency: Logic Functions
- Excel Efficiency: Filtering and Formatting Data
- Excel Efficiency: Intermediate Pivot Tables
- Excel Efficiency: Auditing Spreadsheets
- Excel Efficiency: Minimizing Worksheet Errors
- Excel Efficiency: Workbook Links
- Excel Efficiency: What-If Analysis in Microsoft Excel
- Excel Efficiency: Quick and Easy Financial Statements in Excel
- Excel Efficiency: Budget Spreadsheets
- Hands-On Excel: Waterfall Calculations
- Excel Efficiency: Table Feature
- Excel Efficiency: Intro to Macros Part 1
- Excel Efficiency: Intro to Macros Part 2
- Excel Efficiency: Excel Chart Speed Tips
- Excel Efficiency: Taming Large Spreadsheets
- Excel Efficiency: Internal Controls
66 Reviews (220 ratings)
Reviews
Anonymous
(Senior Internal Auditor)
I continued from the first course in this series. Some repetition, but overall another well-designed course that covered multiple versions of Excel. Only drawback was that the review and final exam questions didn't seem to cover the same material as was presented in the course.
Anonymous
(Senior Accounting & Reporting An..)
Very helpful course that built on my understanding of pivot tables. David is very clear in his courses and walks through each step in an appropriate speed. I can easily follow along and learn new skills - especially adding calculated fields to a table.
David Perry
(Chief Financial Officer at Hydraulex Global)
Could be broken in two smaller parts. Overall not bad but charting section should be separate. As to question on inserting pivot charts there are two correct answers - Insert tab and Analyze tab. I chose Analyze and was marked incorrect.
Anonymous
(Corporate Controller)
David does a great job on his presentation and instructions. He has all of the demonstrations and visuals that make it easy to follow and learn from. Worth the while and very applicable to what is done day to day. Great Job!
Sandra Heelan
(CPA, CFE, MBA at None)
David is great at making things simple and easy to understand. The materials are great as you can go back to them to refresh your memory as well as using the worksheets to work along with the course. Highly recommended.
Ted Feher
(Owner at Feher, PC (CPA))
David does a great job explaining pivot tables and how to use them and then showing you the other tools available that enhance your experience and how to use pivot tables to better advantage in analyzing your data.
Wenjie Jin
( at Emil Capital)
David does a great job explaining pivot tables and how to use them and then showing you the other tools available that enhance your experience and how to use pivot tables to better advantage in analyzing your data.
Anonymous
(Director)
The course was very informative and was explained and presented very clearly. The instructor gave great insights and tips that will be useful in the professional world. I would recommend this course to others.
Anonymous
()
The instructor is very knowledgable and does a good job explaining then demonstrating the steps to complete a task. I think the review at the beginning of the class went into more detail than was necessary.
Adam Silverman
(Principal at Silverman Accounting Services LLC)
David does a great job of working through each of the modules with clear and concise examples. I wouldn't say the entire course is intermediate, but a lot of helpful tips for building on basic pivot tables
Lisa Cooksey-Cannon
(Sr. Accountant at Charter Communications)
I really enjoyed this presentation, there were a few shortcuts/tricks I have not tried but I took notes and will try asap. I like how the instructor displays the steps then shows the steps in action.
Anonymous
(State Report)
I had some knowledge about this topic so I got new tips to apply when I work with pivot tables. Tons of thanks to the instructor.
I really recommend take this course with CPA David Ringstrom
Lucas Kysely
( at Edcetera)
Really liked the detailed review of everything covered. I always pay attention to how accessible data is to other users of my files so I appreciated that author touched on that as well.
Heather Summers
(Accountant at Charter Communications)
I have learned a lot of very good information that could make my month end spreadsheets easier by using a table and converting to a Pivot Table from the table instead of from data.
Mark Eastman
(Accountant at Self)
solid class with many helpful / useful time savers and hints. I do tire of the 2007/2010/2013 command distinctions though. Time for a refresh or some other means to correct this.
Anonymous
()
Excellent course!! Instructions were easy to follow, material was relevant to a variety of business use cases, and the follow along workbook made the material easy to practice.
Anonymous
(Senior Financial Analyst)
Good course on pivot tables. I would call it more of a between an intro and intermediate, rather than a full-on intermediate level. I'm looking forward to the advanced lesson.
Anonymous
()
David Ringstrom consistently provides clear guidance and useful tips in his lessons. This course definitely strengthens and expands Excel Pivot knowledge and efficiency!
Anonymous
(Senior Accountant)
Excellent course. Learned many new features of Pivot Tables to make analysis quick and easy. Material well presented with each feature demonstrated several times.
bruce quayle
(accountant at Charter Communications)
Easy to follow along and the demonstrations help understand the process. very clear on following through in the demonstrations to understand what is needed to be done.
Anonymous
(SFA)
My first course I have taken from David and I am very impressed. I consider myself intermediate to advanced user of Excel but I definitely picked up a few tricks!
Sheilah Brown
(Controller at SMB LTC)
As always, David delivers a wealth of knowledge that is easy to follow with his exhaustive detailed steps. I never lose my place when following his directions.
Anonymous
(Internal Audit Manager)
Good course overall and enjoyed some of the bonus content on data cleaning. Thought the tip on the dynamic pivot chart names was pretty neat as well.
Anonymous
(Accountant)
Very good review of pivot table concepts with helpful tips for pivot charts and slicers. Great choice to further your understanding of pivot tables.
Jeff Klein
(Capital Programs and Business Analyst at National World War II Museum)
Excellent course. I love the pace of the teaching. Going through everything twice (once on slides and once in excel) really allows me to keep up.
Anonymous
()
David showed a number of shortcuts that I did manually. This will definitely assist in speeding up the creation of my reports in the future.
Steve Meyers
(solo at none)
Excellent course. I've learned so much in just a few hours. Ringstrom is a very effective presenter. I would enroll in any course by him.
Anonymous
()
Excellent content for users wanting to level up their pivot table skills. There is a lot of hidden functionality that I wasn't aware of.
Anonymous
(Controller)
Great course. I loved the way he walked thru the steps on charts, then showed the steps to us live. it was good to get the info twice.
Anonymous
(Sr Director Consolidation)
Very easy to follow with written out steps and then live examples as well. Especially
Iiked the multiple options to complete a step.
Anonymous
(Sr Accountant Lead)
Great course to furthur your pivot table/chart knowledge. Great instructor who goes over the information twice which is very helpful.
Anonymous
(CPA)
Really liked the presentation of this course: outlining the steps followed by the demonstration.
Quiz questions could be improved.
Ben Perron
(Accountant at Kimley-Horn)
This course provides an effective overview of the many aspects of Pivot Tables in Excel. It helpfully covers each technique twice.
Dylan Weaver
(AP Specialist - Payments Team at Charter Communications)
Relatively hard course and the slides were not the easiest to follow but the instructor was helpful in filling in those gaps.
Joseph Stevens
( at O'Neil & Associates)
This is a really great course. Lots of great tips to really up your game in Pivot Tables. Really shows how powerful it is.
Wendi Finn
View Instructor Profile
Good training session. I wish the slides were a bit more step by step so I could utilize them to practice with live data.
Lei Dong
(Senior Accountant at Google)
Although I use pivot for so many years, just found there are so many functions I never used or even knew. Thanks David!
Anonymous
(Senior Accountant Lead)
I dislike the questions about the different versions of Excel. I don't think this is relevant to the learning objective.
Rahman Ullah
(Senior Accountant at Cardtronics)
David does it again i always find something in his courses that are immediate use items for work process improvements.
Anonymous
(Senior Financial Reporting Analyst)
would have liked to have an excel exercise for each different "topic" that could be done along side of the instructor.
Anonymous
(Director)
I really enjoy David's presentation style and enjoyed learning more advance excel tips. Very beneficial course.
Anonymous
(Director, Accounting)
This course was very well presented with detailed examples. Many valuable tools for working with excel included.
Anonymous
(Card Program Administrator)
Very interesting and data presented will be helpful in future reports. Looking forward to using info I pick up.
Rachael Smith
(Senior Internal Auditor at FJ Management)
I learned several meaningful and useful things during this course - now if I can only remember them. Thank you.
Sherman Bamford
(Accountant at Carilion Clinic)
This course provides good information on Pivot table features, pivot charts, slicers, timelines and more.
Chris Fameree
( at Diligence Solutions Group, LLC)
It was good. Provided good tips to more quickly analysis data. Detailed screenshots were helpful.
Anonymous
(Sr Accountant)
This course covers a lot of great info about pivot tables and easier steps to use and move the data.
Anonymous
()
A wonderful easy to understand pivot table tutorial. I would highly recommend this course to anyone.
Anonymous
(Controller)
Great course. Learned a lot of new things here that will definitely speed up my data analysis.
Anonymous
()
Very good course overall. I learned a lot and the features are certainly useful for reporting.
Anonymous
()
Very good instruction. Information presented clearly and emphasized by both text and example.
Anonymous
(CFO)
Some portions very basic, but others are nice tricks and shortcuts to what I already knew.
Christopher Maxwell
(Sr. Manager - Learning & Develop.. at Charter Communications)
Really good course showing a ton of features that you may not know even exist in Excel.
Anonymous
(Not Provided)
Very useful and new information. The pivot chart feature was something new for me.
Anonymous
(Financial Analyst)
Some good tips here for using pivot tables. It'd be better with more hands-on work.
Anonymous
(Senior Accounting Business Partner Coord..)
Very helpful for more advanced Pivot Table actions- very practical applications.
Anonymous
(CSR)
Great class for advancing knowledge and application of Pivot Table skills.
Anonymous
(Snr Accounting Consultant, CPA)
Great and clear teaching. I enjoyed Professor Ringstrom's teaching style
Anonymous
(Accountant)
Pivot tables are super helpful. Did not know many of these things!
Rachael Ciraolo
(Senior Financial Analyst at Church Brothers)
The slicer and insert timeline were new concepts to me. I love it.
Anonymous
(Auditor)
The course was good. I learned a few tricks about Pivot Tables.
Radhesh Pradhan
(Accounting Manager at DGN Technologies Inc)
Great course. Like the examples and demo of stuff taught.
Ramakrishna Nalluri
(Senior Financial Analyst at LifeWorks Inc)
brings out very detailed and informative on Pivot table.
Anonymous
(Consultant - Process Specialist)
Pivot table lecture is awesome! Learned a lot of things.
Robert Stellato
( at DS Smith)
I loved this course.. learned a lot of cool new stuff
Anonymous
(Sr. Accounting Manager)
Excellent course, well presented and very helpful.
Prerequisites
Course Complexity: Intermediate
Program Prerequisites: Experience with Excel Pivot Tables
Advance Preparation: None
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
David RingstromCPA, author, Microsoft Excel trainer and consultant
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