1 - 2 CPE Recent research released by Microsoft shows that 80% of Excel users have yet to use pivot tables. In this presentation Excel expert David H. Ringstrom, CPA, covers the basics of creating and using Excel pivot tables. You'll quickly be able to instantly summarize lists of data into meaningful reports with just a few clicks of your mouse. As with many aspects of Excel, pivot tables have several nuances that can frustrate new users, so David will be sure to bring these to your attention so that you can use the feature effectively. David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to 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:
- Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
- Repositioning or removing subtotals within pivot tables.
- 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.
- Avoiding the dreaded PivotTable Field Name Already Exists error prompt.
- Drilling down into the details behind any amount within a pivot table with just a double-click.
- Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
- Adding fields to a blank pivot table to create instant reports.
- Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
- Filtering pivot table data based on a new dimension by using the Report Filter command.
- Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
- Resetting all filters at once within a pivot table by way of the Clear Filters command.
This course is Part 1 of a 3 Part Series:
Part 2: Excel Efficiency: Intermediate Pivot Tables
Part 3: Excel Efficiency: Advanced Pivot Tables
Learning Objectives
- Identify the location of the pivot table-related Subtotals command within Excel's ribbon menu interface.
- Identify the location of the Field List command within Excel's ribbon menu interface.
- Identify which of four ways is not a method for removing fields from a pivot table.
Last updated/reviewed: March 26, 2024
433 Reviews (1443 ratings)
Reviews
Amber Deadrick
(Assistant Controller at Trimble Navigation)
I've been using pivot tables for years and still picked up a few helpful hints in this lesson. This is a very useful session for any user.
Cynthia Quigley
(Accountant at Steinhatchee River Club)
This was the best Excel training I have taken. The steps were easy to follow and having a copy of the data to work along with really kept me engaged. It was actually fun! It helped to be able to stop and make sure I had it right when it took a moment to really understand. The only issue I had is that I started working with the data in the browser Excel 365. That doesn't work like the course shows. I finally figured out to open in the desktop version and that worked perfectly.
Lori Sherrill
(CPA at TIM THOMAS CPA LLC)
Although the presenter is obviously knowledgeable about the subject, the part I was missing was being able to work along with him. If he had have made the text data sheet available as a supporting material where the user could work along him, it would have solidified the information much better for those of use who learn hands on. I feel like I know now what a pivot table is and can be used for, but I still don't know how to do it myself.
Anonymous
(Accounting Technician)
The course presented well organized. Explaining information on the slides following with hands-on practice on the excel spreadsheet was really helpful for me. Many useful tips presented that will help me to use pivot tables more efficiently in the future. The only problem was that there were many useful tips presented in a short time. I appreciate having the option of downloading slides that can be helpful to go back and refresh.
Anonymous
(CPA)
Although I am familiar with PivotTables (mostly through trial and error), this helped strengthen my knowledge, especially learning the different ways you could present the data and sort/filter. The instructor is clear - going through the step-by-step instructions first and then showing it live in Excel. It also helped to have the Excel file in the Supporting Materials section so I could follow along.
Jan Brester
(Senior Accountant at Landscapes Unlimited)
The slides have way too much data and are confusing as a reference tool. This was excellent for a much better understanding of how to use pivot tables. I especially like all of the shortcuts that you included. I always use keyboard shortcuts when possible. A lot of data in a short period of time, so much more that could be covered so hopefully there is an advanced course in the works.
Chuen Lam
(CFO at Timberbrook Investment Group)
I have been using pivot table for many years at work. The pace is a bit too slow for me. However, it is fine for people who are new to pivot table. I actually learn a couple new things in this course which can improve my efficiency at work. Overall, I think it is a really great resources for beginner and a good course for experience user.There is always something new to learn with Excel.
Anonymous
(Accounting Manager)
Excellent course and introduction to pivot tables. I always thought pivot tables were too complicated to try but after this course I see that I shouldn't have been so concerned. Was frustrated with the final exam as I don't recall some of the information being presented and things I thought worthy of an exam question weren't on the exam.
Edward Thill
(Consultant at None)
As the presenter acknowledges, 1 hr is not nearly enough time for this topic. Many useful tips but pace is very hurried if a beginner. That said, I've taken about 17 hrs of this presenter's classes (between Proformative and other outlets) and am constantly amazed at how much more there is to know. Another very valuable resource!
Anonymous
(Inventory Accounting Manager)
This course was very good at showing the basics regarding pivot tables. I appreciated the Slides that came with the course as they are detailed enough to allow a person to remember steps without reviewing the entire course again. The instructor does a good job of repeating and showing the steps as well as going over his slides.
Anonymous
(Accountant)
I really enjoyed this class. I used pivot tables everyday but he still showed me several tips and tricks that I hadn't used before. I really appreciated that he took the time to show how to perform the task multiple ways and even showed common mistakes and how to correct them. Definitely recommend this class!
Gabriel Torralba
(Manager, Planning and Analysis at Cision, Inc.)
I'm a self-taught, no manual "trial and error" Excel user, who uses "intuition" and experience to create what I have to do. This often leads to long and convoluted steps to get to the final product. I learned a couple of features that basically cut those long convoluted steps to a step or two.
Anonymous
(Sr Accountant Lead)
A good introduction to pivot tables. Someone showed me once how to create a pivot table but this is the additional training I needed to learn all the benefits of pivot tables. I liked how David explained each step of the process then went back and completed the steps as a continuous flow.
Anonymous
(Controller)
Good class for someone just learning how to create / use the pivot table functions of excel. I have experience with pivot tables but I did learn a few really cool tips and shortcuts. I would recommend downloading and opening the excel file and working along with the professor. Good course!
Mark MOORE
( at Mark Moore)
Very good course. Covers almost everything you need to know about starting to use PIVOT tables. Provides extra excel tips to improve your general skills which was a bonus. I believe there is a way to refresh the PIVOT table automatically when you open up a file, that was not mentioned.
Anonymous
(Corporate Controller)
This course was really good one as an overview of Pivot Tables. The instructor had really good recommendations and was very knowledgeable. It made it easy to follow. This course is not an advance course, so be aware. But if you have never used Pivots, it is an excellent course.
Anonymous
(Staff Auditor II)
Screen views were very helpful. Instructor did a good job of describing what you were going to be clicking and why before actually showing a walk-through of clicking them. Allowed you to be ready to learn how to do it without being distracted by clicks and new menus first.
John Ball
(controller at CPP)
information was clear and importance of pivot tables is high. we learn about basic options but will lead to more. pivots are a key tool for fast reporting and are critical for any analyst to master first and especially if you are not getting into macros or long formulas
Donald Petter
( at SELF)
The course was very good, but I got lost on his slides that showed the steps to follow when there was multiple options. I had trouble understanding terminology even when I understood the concept. The Glossary was good, but maybe it could have more term definitions.
Norman West
(Financial Manager at Lockheed Martin)
Good course. Mr. Ringstrom goes fast, but having the ability to come back and review important information later will make this course very useful. It would be great to have separate classes for Excel 2003, 2007, 2010 & 2013 so we wouldn't need to learn all four.
Wei Han Koh
(Finance at Private)
This course provides a quick and easy summary of the Pivot Table functions available in Excel. The instructor shared useful features, e.g. Show Report Filter Pages and how to Format & Insert blank rows that is not obvious even to everyday users of Pivot Tables.
Anonymous
(CFO)
I have used excel for 20 years but I have very limited knowledge of pivot tables. This is a great course it highlighted how much potential a pivot table can offer. I think I will continue to the more advanced course kind of excited to learn expand my knowledge
Anonymous
(Accounts Payable Specialist)
I liked that this course provided in depth details about how to navigate through Excel. I was not surprised about anything. A person who is wanting to further their knowledge in excel and progress in their current career would benefit most from this course.
Todd Foote
(AVP Finannce at Mednax)
This was a great overview on how to leverage Excel data to quickly and easily summarize data into reports and other views using pivot tables. The course was help and straightforward and I will certainly be using this new information to better analyze data.
XUDONG HOOTEN
(Accountant at Sunset Accounting Solutions)
Circled numbers and letters on the screen shots to show the steps in detail, followed with real example demonstration. Most effective and efficient way to make student understand Pivot table functions in detail in a short one hour lesson. Amazing class!
Anonymous
()
Another great course by David Ringstrum! His method of discussing the slides and immediately following each slide with practical instruction in an Excel spreadsheet is so amazing! Highly recommend as a refresher or to expand your Pivot Table knowledge.
Anonymous
(CFO)
Great topic and the course was good for an introduction to Pivot tables. However, for me it was difficult to follow along primarily because the slides were a little too cluttered and also because I have an older version of Excel (v 2008 for MAC).
Michael Kelly
(Reporting Analyst at Huntington Bank)
I like the course -- 1 suggestion though -- after a completed exam, it might be helpful if you should the correct answers as well as ones that were incorrect -- this could help the student go back to the material and re-fresh the thought process!
Robert Stellato
( at DS Smith)
This was a really excellent course. The material and instructor were very good. I learned some new things and it reinforced some knowledge that I already had. I feel very confident in my abilities when it comes to Pivot tables. Excellent course!
Anonymous
(n/a)
Very helpful course. I am an avid pivot table user already, and I still learned a great deal. I especially liked how he differentiated between the different versions of Excel and gave easy shortcuts. Will definitely take another course he does!
Anonymous
(Snr Accounting Consultant, CPA)
Before this course, Pivot Tables was something I definitely do not truly understand. I could refresh an already existing pivot table with new data. But I always had a problem when it came to changing the data source and now I know. Thank you!
Anonymous
(Controller)
I am very experienced in Excel and I used a lot of pivot tables for analyzing data. I still find new tools and processes that I did not exist in Excel. If you are just a beginner with pivot tables, this course is highly recommended.
Anonymous
(Associate Accountant)
David is one of my favorite instructors within this program. His information is specific and understandable. There are plenty of examples to explain the information to you, and he will also perform the task so you see how it's done.
Anonymous
(Treasury Director)
Great introductory course on pivot tables for anyone needing to understand the basics of building one to suit your specific accounting/business needs. Instructor is clear, informative, and very knowledgeable in this subject matter.
Anonymous
(Associate Director, CFCC Assurance)
Great introduction or refresh to pivot tables, even learned a few new tricks. The supporting material looks busy at first glance, but ended up being helpful when following the lecture. Great pace, look forward to the next course.
Douglas Ronald
(---- at ------------)
Excellent introduction to Pivot Tables, which covers the basic differences between key different Excel versions. Good detail on the presentation slides, which are numbered by steps to follow the processes and see the screenshots.
Anonymous
(Senior Accountant)
Informative course. I noticed the instructor would start the lesson with a screen capture that was numbered step by step. Each step would give you a brief summary and then we were able to practice with an excel template provided.
Anonymous
(Finance Analyst)
This is great for beginners, I've been using Pivot Tables for a while and I picked up a few tips and shortcuts I didn't realize - like right clicking and selected number format, and using compact form form and sorting options.
Anonymous
(Director)
David Ringstrom does an excellent job with this course. It's loaded with helpful information and he presents it in such a way that it's easy to follow and see how to do it yourself. I'm looking forward to his other courses.
Anonymous
(Assistant Controller)
Would like to learn how to use cell references with a Pivot Table. Trying to create formulas and reference cells within a Pivot is sometimes challenging. This course was helpful for the simple setup of a Pivot Table though.
Anonymous
(Director of Financial Systems)
Great overview of Pivot Tables! Provides detailed explanations and alternate methods to accomplish many common pivot table tasks. I've used pivot tables for many years, but still learned options I didn't realize were there.
Sherman Bamford
(Accountant at Carilion Clinic)
I learned a from this course. Approach was easy to follow and will be useful later when I use these techniques (and work arounds) when I create other pivot tables for work. Taught answers to many bottlenecks in Excel.
Anonymous
(Senior Internal Auditor)
Was a great way to refresh knowledge on pivot tables. Pivot tables are very useful. If you don't use pivot tables, you find yourself sorting endless amounts of data. Column after column, row after row. Not with pivots!
Peter Morris
(Consultant at Treasury)
Very well organized in terms of comparing the various changes in Pivot Tables features for Excel versions from 2003 to 2013. The only drawback was some difficultly in trying to cover so much material on only one hour.
Ronald DiPaola
(Special Projects Manager, Expense Reimbu.. at IBM)
Exactly what I needed, added many of the missing pieces for me. I like the format, showing what to do then, doing it. My only gripe is that the exam has questions on charts when no charts were in the course material.
Anonymous
(Sr. Accountant)
Needed a crash course on pivot tables and this course didn't disappoint. David's combination of lecture and interactive examples helped reinforce the course content. A lot of info packed into a short period of time.
Jeff Klein
(Capital Programs and Business Analyst at National World War II Museum)
Excellent course, pacing was brisk since this was basically the first time i have created a pivot table but i was able to keep up since he goes through everything twice (once on the powerpoint slides, once in excel).
Roger Luchtefeld
(Controller at Mueller Prost)
I've been using Pivot Tables for a long time but still gathered some helpful hints, especially ctrl-Enter to populate blank cells, creating tabs for each report filter item, and removing GetPivotData from formulas.
Ivan Ballester
(Analyst at TNS)
Very good tutorial with good pacing and flow from one subject to another. More in depth than I thought it would be. The Powerpoint accompaniment is a bit busy though. Best to separate the blocks on more slides.
Joel Barton
(None at In Transition)
Good information but the structure with the screenshots and instructions were way too busy and rushed through. Would have been just as good to go straight to the live demo for each topic and expand more there.
Robert Nelson
(VP, Accounting at Routeware, Inc.)
This was a really in depth excel course on pivot tables. I thought I knew a lot about pivot tables prior to this course but had several takeaways that I can take with me and incorporate them into my day to day
Anonymous
(Controller)
My previous experience with pivot tables before taking this course was very limited. I thought the course did an excellent job of covering the basic tools for designing pivot tables and analyzing pivot data.
Anonymous
(Accounting Manager)
The course is great for refreshing the skills in Pivot Tables. It is very informative and detailed. The presenter discusses the topic in a step-by-step procedure making it very clear and easy to understand.
Anonymous
(Senior Internal Auditor)
I appreciate the screenshots, exercises, and practice materials included with the course. He's thorough in that he incorporates explanations for the multiple versions of Excel that one may still encounter.
Gil Ortega
(Procurement Specialist at Yelp)
The slides weren't very helpful, just added to the confusion by having all steps presented at once, with no natural flow for the eye to follow. Might want to look into how comic book panels are designed.
Anonymous
(Associate Accountant)
His courses are always clear, the material is a confusing topic for me as I do not use Excel frequently, but the way he presents it is very helpful. The corresponding slides and notes are always great.
Anonymous
(Program Analyst Auditor)
Excellent course for both beginners and regular excel users. The live presentation allowed me to feel confident in learning the material as I could run the same sample data alongside the presentation.
Anonymous
(Accounts Payable Specialist)
David did good job explaining the basic uses of a Pivot Table and breaking things down in steps to make the process easy to understand. I'll use this knowledge in the future in creating Pivot Tables.
Anonymous
(Not Provided)
In this course I found clear answers to several questions about Pivot Tables. Also, it made me to look more closely on ribbons related to Pivot Tables,and to make certain revelations. Great course.
Anonymous
()
Excellent course with tips and tactics that you can implement immediately at work or school! Very thorough handouts as well. These pivot tables are life changing and I can't recommend them enough!
Anonymous
(Senior Accountant)
Well presented with good examples. Slowly worked through examples by giving overview first followed by showing each step. Gave various approaches to arrive at same result. Excellent presentation.
Anonymous
(Accountant)
The lecture is very organized and easy to follow. I am experienced user of Pivot table so the Final exam was not difficult, yet I have learned some functions I did not know. I really enjoyed it!
Dori Daniel
(Finance and Accounting Consultant at DLC Group)
The course design is clever, in presenting the individual steps and then demonstrating those steps hands-on. I learned some tips and tricks and so the time taking the course was well spent.
Anonymous
(Owner)
Fantastic! The instruction was clear, organized and delivered with the perfect speed and level of detail. Course materials supported the learning process. The instructor did a fabulous job!
Bill Lathrop
(Chief Financial Officer at Artful Home)
Good stuff. I regularly use pivot tables and I learned some things I didn't know that will make my life easier. Great presentation - would like to see the next one for more advanced stuff.
Dave Cytlak
(Chief Financial Officer at Blanchard Valley Health System)
The PowerPoint slides were good for background and then the visual, step by step live showing crystallized the teaching for me. I am a visual person so showing me the steps was very helpful
Quentin Johns
(Financial Consultant at DLC Group)
Pretty detailed. It was a refresher course for me. The detail slides at first were hard to follow. Then was better when he explained and did a point and click through out the presentation.
Judith Moscova
(Accountant at N/A)
The course overall thought me a lot and I appreciate the reference books David recommended. I will definitely need to look into them and do a few lessons to get a better grasp of the topic.
Simon Adell
(Chief Financial Officer at Undisclosed)
I didn't know about the ability to turn off the GetPivotData feature. That was a great thing to learn, will save me lots of time. It would be nice to see a course focused only on Excel 2016.
Derek Ettinger
( at GP Fund Solutions, LLC)
Course was detailed and certainly useful. I liked how the instructor presented concepts by both speaking about them in a step-by-step manner, and then following up by showing it in practice.
Anonymous
(Audit Manager)
That was an informative and detailed instructions on navigating the Pivot Table. Awesome training and just the right pace of instructions that I can follow. Thank you for this presentation.
Anonymous
(Senior Controller)
Thought the training was ok but a little out of date only using references to early Excel programs. Pivot tables are definitely a great system, but is best learned poking around in Excel
Bruce Reed
(Chief Financial Officer at PracticeLink)
David's format for learning in exceptional. I learn very well from the screen caps that are numbered and commented followed by the demo in Excel. I sign up for anything David puts out.
Jim Brennan
(Controller at Mosaic Event Management)
great course for learning some of the other things Pivot Tables can do. Not just about summing and moving, but rather better ways to do calculations and learning best practices.
Anonymous
()
I loved everything. There is a lot of information - Fast Paced. Starting and stopping the video to understand and practice is helpful for everyone from beginner to non-beginner.
Dan Villanueva
(Accountant at New York Times)
Provided some helpful tips in creating pivot tables. The audio recording was inconsistent though, should have used the same audio settings when doing multiple session recording.
Anonymous
(CFO)
Class covers many aspects of pivot tables and demonstrates how to perform the functions he describes. The examples are useful - you should come away learning a few new things.
Anonymous
(Senior Property Accountant)
Served as a great refresher on the functionality of pivot tables. Would also be great for those that haven't used pivot tables previously. Instruction was thorough and clear.
Anonymous
(Senior Auditor)
Instructions were clear and the supporting materials were very useful. My only criticism may be the length of the course - it seemed long for what the material was covering.
Anonymous
(Internal Audit Manager)
Learned a few new things here; didn't necessarily needed to see the multiple ways to do the same thing. The easiest route is likely automatically preferred for most people.
Anonymous
(Accounts Receivable Clerk)
Pivot tables offer the advantage of quickly summarizing and analyzing large datasets, enabling users to easily visualize trends, patterns, and relationships within the data.
Anonymous
(-Accountant)
Great overview - It became a little confusing when using several versions of excel. I believe it should be focused on the versions where significant changes had been made.
James Tabb
(Sr. Mgr - Credit Card Accounting at Tangerine Bank)
thorough explanations provided at just the right pace. providing excel tips and keyboard shortcuts along the way that are not specific to pivot tables was also beneficial.
Anonymous
(Financial Reporting Assistant)
I like how self explanatory the pivot table is by following the steps in order. I was surprised at how simplified the commands are and anyone can succeed with this lesson.
Steve Meyers
(solo at none)
Fantastic course. This is considered an intro to pivot tables (part 1 of 3 in a series). I am really looking forward to intermediate and advanced by the same instructor.
Tyson Davenport
(Controller at Zonos)
This was a lot of information to go over. Some of it was review, some of it was new. The method of teaching how to do something and then showing how it is done is nice.
Anonymous
(controller)
Lots of info for creating and using pivot tables. This course also included other useful techniques for organizing and sorting data even if you don't use a pivot table.
Anonymous
(Chief of Operations)
I took this as an introduction to pivot tables and I thought it was a perfect pace and detail level. I liked the way we saw the operations on a slide and then in Excel.
Anonymous
(Manager - Accounting/Analysis)
This course is well organized for Pivot Tables. You are "walked through" the steps in a slide and then those steps are immediately reinforced in an actual pivot table.
Paul Whatley
(Lead IT Auditor at Gulfport Energy)
Great review of pivot table capabilities across different versions of Excel. I especially appreciated the select blanks and formula approach to filling in missing data.
Erika Poe
(RAS Process Risk & Control Assoc.. at RSM)
I liked that the instructor went through the lessons on PowerPoint with lots of pictures, and then showed how to actually perform the task on excel after each lesson.
william teets
(division controller at squan)
This course highlighted the many features that Excel pivot tables that I was unaware of. The course desribed the techniques to become a more efficient table builder.
Dominic Villanueva
(Sr Accountant at individual)
Very simple and effective. Learned so much that I took for granted. Your approach in using simple examples to focus on the feature and function is very practical.
Cesar Castillo
(Auditor at Loews Corporation)
This course covers multiple versions of excel and explains everything twice once in PowerPoint and again in excel. I learned a lot and I recommend for all levels.
Anonymous
(Supervisory Auditor)
I thought I understood pivot tables fairly well. Just found out how little I really knew!! Awesomely informative course; can't wait for the next level courses.
Anonymous
(Plant Controller)
Learned a few things, but I use pivot tables all the time. It was basically a review for me. Good beginner course for first time users. I liked the slide display
Anonymous
(Financial Analyst)
There were a few tricks that I was unaware of, but I think it gets caught up in some of the nuances of pivot tables, as opposed to the really useful functions.
Renato Santos
(Regulatory Reporting Quality Assurance A.. at Wells Fargo)
Excellent. Although I use pivot tables already, there were so many helpful tips that I did not know that will help to increase my efficiency and productivity.
Anonymous
(Manager, Conservatorship Operations)
Presenter understands Excel and Pivot tables very well. A little confusing with the various versions of Excel although provides the broadest training option.
Anonymous
(CPA / Owner)
Instructor provides clear instructions, an overview then a demonstration. Also like that he includes shortcuts for speeding data entry as the occasion arises.
Mary Behnen
( at Jamul Casino)
This is a great introductory course to pivot tables. The examples are very helpful and it provide a lot of the basics to using and refreshing pivot tables.
Anonymous
(Accounting Manager)
This was a detailed course and I enjoyed the examples that were provided. The step by step guide was helpful. I would recommend courses by this instructor.
Anonymous
(Accounting Director)
Content was clear and concise. Could improve by including practice exercises for users then reviewing methods / approaches to arrive at correct responses.
Mark Eastman
(Accountant at Self)
Solid course on pivot tables. The format used was most helpful (havings the step by step first and then the actual spreadsheet execution of the step(s))
Anonymous
(SFA)
Thank you for the course, David. It was very useful to refresh already existing knowledge. Looking forward to take more of your courses in the future.
Cheryl Gulledge
(Sr. Accountant Lead at Charter Communications)
Mr. Ringstrom is an excellent instructor; I like that he goes through the PowerPoint and then shows it live in Excel. I will be back for more courses.
Anonymous
(Senior Internal Auditor)
great overview. lessons easily detailed pivot table tasks that i was not aware of and the class was easy to follow along with the supporting materials.
Anonymous
()
The course provides some very useful information on pivot tables and how to use pivot tables on Microsoft Excel. The presentation was clear and concise
Anonymous
(Director - Technical Accounting)
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David C Williams
(Founder at Explorer Holdings, LLC)
David does a good job explaining the material then demonstrating it as an example. A lot of good information regarding pivot tables in this session.
Anonymous
(Finance and IT Consultant)
Great course. The course has wide coverage on the concepts of pivot tables. The course demonstrates the use of pivot tables in practical situations.
Anonymous
(Revenue Analyst)
I've used Excel and Pivot Tables for a while and always considered myself proficient however did learn new tips and tricks that will be very useful.
Anonymous
(CPA)
I work with pivot tables frequently. This course offered lots of information and tips that I will find useful and cannot wait to begin using them.
Makarand Vaidya
(Senior Internal Auditor at Latitude12 Pty Ltd)
The course provided the required guidance. However instead of just screen shots some more commentary would have complimented the learning delivered
Anonymous
(Controller)
This was a great course. Pivot tables are so helpful when summing data. I use them, but I definitely learned a few things by taking the course.
Anonymous
(CFO)
OK, would have liked some more advanced content. Overall a good introduction to pivot tables for people who have little to no experience with them.
Anonymous
(Accounting Clerk)
Very helpful trick to fill in missing data in blank cells. The presentation was effective but could be made easier to follow by using transitions.
Adara Reese
(Program Analyst-Auditor at VA - U.S. Department of Veterans Affairs)
This is the third course i've taken from this instructor and I am again not disappointed. I was able to refresh on some forgotten tips and tricks.
Anonymous
(Senior Accounting & Reporting An..)
Once again, David is very clear with his demonstrations. I never feel rushed when working through an example and the information is very helpful.
Anonymous
()
I really enjoyed this class. The instructor gave a preview of what we'd learn in Excel and then showed a live demonstration. Very informative.
Christian Fregin
(Controller and Supply Chain Manager at Schlafly Beer - The Saint Louis Breweryâ..)
Instructor does a great job explaining some cool pivot table features. I had considered myself an expert user and I still learned a few things.
Jan Broadwater
(Controller at Consultant)
Excellent content for both the novice and experienced user. All will gain some new knowledge and insight into best practices with pivot tables.
Anonymous
(Accouting/HR Analyst)
This course is great for beginner users of pivot tables, the information is easy to understand thanks to the detailed nature of the professor.
Lilian Dendrinos
(consultant at DLC Group)
This was a good overview class for me as I use pivot tables often but may be a bit difficult for a beginner. I picked up few tricks as well.
Kelly Kreutzer
(Accounts Payable Specialist at Charter Communications)
Overall I found this very helpful on the basics of a PivotTable. This course will come in handy as I build upon this knowledge in the future.
Anonymous
(Assistant Controller)
I really enjoyed this course. The instructor clearly explained each step of the process and I learned some tricks that I hadn't used before.
Angela Thompson
(Consulting Accountant at JamVac)
I liked the simple style of presentation and the way the instructions are repeated and reinforced from presentation slide to excel workbook.
Anonymous
(Finance Representative)
Great course, effective instructor, material is well prepared. Particularly appreciated the effort to look at 4 different versions of Excel.
Wanda Richardson
(Unemployed at Not Applicable)
I think the course was very informative; however, I think the material should have been presented in two sessions. There was a lot to cover.
Sheila Mehta
(N/A at PSSI group)
learned some great techniques I was not aware of. I have built pivot tables before but the tips were great for those that learned piecemeal
Anonymous
()
Fantastic course. In addition to learning about Pivot tables, I picked up a lot of tips and tricks for other functions within Excel. 12
Elyse Khoury
(Associate at RSM)
I now know the power of the pivot table! Highly suggested for those who want to learn the basics on how to use and create a pivot table.
Rachael Ciraolo
(Senior Financial Analyst at Church Brothers)
Very helpful in learning the basics. Good refresher course, on to the intermediate course now :-) I like the teachers' speaking style.
Katherine Dorshimer
(Accountant II at MSU)
I am thankful for the backstory on how Excel views items such as a blank cell and why that can upset the calculating of your pivot table
CHARLOTTE CRAWFORD
(Controller at WEST CENTRAL WIRELESS)
This course presented many options that can be used to refine pivot tables. It opened a whole new area in analyzing data. Super class
Anonymous
(Director)
The course was well presented. The materials used are well demonstrated and easy to follow. The presenters voice was loud and clear.
Anonymous
(Sr. Accountant)
Great information on Pivot Table. I really felt like I learnt a lot of new tricks and I have been using Pivot table for four years.
Anonymous
(Sr Financial Analyst)
no notes, minimum character requirement, minimum character requirement, minimum character requirement, minimum character requirement,
S Marie Vernon
(- at --)
Personally this was over my head as I am new to Pivot Tables, however, I thought this was a good course. I learned a few things too.
Derek Clark
(Accounting Supervisor at Garner Industries Inc)
The PDF supporting materials are all the same. The 2010 does not show the correct 2010 commands, it is for a prior version of excel.
Anonymous
(Fund Accountant)
Every Excel user should know pivot tables and this course will tell you everything you need to know in order to use them effectively.
Anonymous
(Director, Internal Audit)
Great information. The test seemed to cover many details that weren't really pointed out in the course. But, I learned a lot. Thanks.
Anonymous
(Chief Financial Officer)
I have used pivot tables, but David's presentation covered some basics of creating pivot tables that I missed when I was learning.
Jacinth Vidinha
(Controller at Madden Media)
Great course. Starts off a little slow for experienced users but there are plenty of tips and tricks that everyone can make use of.
Timothy Halliday
(Consulting Senior at EKS&H)
It was very helpful. I was able to go back and forth from my data to the instructional video to figure out where I was going wrong.
Sandra Heelan
(CPA, CFE, MBA at None)
Easy to understand and follow along with. A good refresher if you haven't used Pivot tables in a while, or a good beginner course.
Anonymous
()
Pivot tables have simplified many areas of reporting in my group. There is even more capability in them than I realized. Thanks!
Anonymous
(Internal Auditor)
The course is well structured and explanations are clear.
I expected a bit more pivot table functions included in the course
Joseph Stevens
( at O'Neil & Associates)
This course was very well demonstrarted and led. This is great for all levels of acountants. I'm surprised how thorough it was.
Anonymous
()
When a user double-clicks on any number within a pivot table, Excel creates a new worksheet that displays the underlying records.
Aminah Bey
(Senior Financial Analyst at Nemours)
I like how the instructor gave an overall depiction of what to do and then illustrated it. His delivery was easy to understand.
Melissa Gruner
( at None)
It was hard to follow. I think this type of training is better live when you are working the examples along with the instructor.
Brad Paul
(Accountant at Iron Mountain)
Very thorough course. I picked up quite a few items to better assist me in making tables more efficiently and better presented.
Anonymous
(Payroll Specialiat)
Great Course! I learned so much. This was explained well and it was nice to have the spreadsheet to follow and practice with.
Reva Westbrook
( at Fortis Life Sciences)
I liked that the instructor showed the powerpoint instructions and then went to excel and did them again to reinforce learning.
Wendy Augusto
(Sr. Proj. Coor/Acctng Generalist at Smoke Guard)
I appreciate the amount of knowledge provided in concise and educational approach. The presented was engaging and informative.
Kevin Stapleton
( at Preferred Plastics)
David is an excellent instructor. Has a knack for presenting the material in a very understandable format. I enjoy his classes.
Anonymous
(CPA)
Great course. Provided detailed information about pivot tables that is difficult to get elsewhere. Will definitely use again.
Rachael Smith
(Senior Internal Auditor at FJ Management)
I learned some step saving tricks during this presentation that made me go "huh! Cool!". Thanks for putting this together.
Anonymous
(Controller)
Pivot tables are incredibly useful and few people are proficient in them. This course is a great way to become proficient
Bette Shepherd
(CFO at D&S Green Services)
I learned a few new shortcuts. The screens were a little too busy but the speaker explained what he was doing very well.
Daniel Teglo
(Senior Accountant at Charter Communications)
I enjoyed this course giving me a basic understanding of how pivot tables can provide the information in various formats.
Very easy to follow instructions and nice additional resources included in materials. I learned some new tricks!! Thanks!
Lisa Cooksey-Cannon
(Sr. Accountant at Charter Communications)
Great overview of Pivot Tables. A few of the features I needed this refresher course and I was able to take a few notes.
Anonymous
(Accountant)
Some useful tips for different pivot table functions. Like that slides are provided for the different versions of excel.
Anonymous
(Risk Advisory Services Associate)
I thought the presenter was very engaging and easy to understand. One of the best Excel tutorial videos I've ever seen!
Anonymous
()
This was an excellent course for someone who a littel (or even no) experience with pivot tables. I highly recommend it.
Anonymous
()
Really like the instruction method - going through the technical aspects of a subject and then doing a demonstration.
JIN ZOU
(Senior Accountant at STS Traders)
This course helps me to refresh my knowledge about pivot tables and introduces some new features that I did not know.
Torin Campbell, CMA
(Controller at Form-A-Fab)
Very practical course. It gets a little overwhelming with the differences between the different Excel versions though.
Anonymous
(Card Program Administrator)
Very informative, but slides were hard to follow because so much was on them. Will find this useful in my daily work.
Stephen Sylvester
(Freelance Writer at Private)
Good course and quite thorough. Brief audio issue during and a little longer than it needed to be, but still 5 stars.
Ted Feher
(Owner at Feher, PC (CPA))
Excellent well delivered course for those who do not use pivot tables very much.and good refresher for everyone else.
Jessica Schmidt
(Compass Program Lead at Salo LLC)
I liked the example excel spreadsheet document within the course, which helped from a tangible take-away perspective.
Anonymous
(Director)
This was a good overview for pivot tables. I liked the addition of the pivot charts which are fairly underutilized.
Anonymous
(FP&A Manager)
I like the way the instructor explained the function first then showed you exactly how to do it on the application.
Rian Lemmer
(Staff Business Analyst, Buy Experience at Intuit)
Provided some helpful tips that will help me work more efficiently. I'll be looking for a Pivot Graphs lesson next!
Anonymous
(Finance Manager)
This is a great course if you wish to learn more about pivot tables and excel. Would highly recommend this course.
Anonymous
(acct)
Easy to follow. Well organized. PDF was less useful than the instructor showing the actual command in excel sheet.
Anonymous
()
Great course for navigating Excel pivot tables. The instructor was very clear in his examples and gave great tips
Anonymous
(Accountant)
This course was very informative, and I will be using the information in all of my future pivot table adventures.
Anonymous
(Finance & Accounting Consultant)
The approach of using the slides with the step by step instructions before showing in Excel was extremely helpful.
Anonymous
()
Great insights. Best information gained was how to easily fill blank information from a text file once imported.
Anonymous
(Mgr, Accounting/Reporting, Internal Repo..)
Definitely good for beginners and very detailed on exactly where to find the functions with in the Excel ribbon.
Keith Baker
(Data Analyst at Charter Communications)
Great information on pivot tables. Lots of useful tips. The breakout of the sections seems disjointed at times.
Anonymous
(Collections Specialist)
Solid work, especially for those who are just starting out with Excel. Great intro to a really important tool.
Sam Lin
(VP Corporate Controller at RMG Networks)
Learned a few new tricks for pivot tables. Didn't know that you could create pivot table from the table command.
Anonymous
(Director - Billing Data Integrity)
This was a very helpful class that will sharpen my excel skills. Please take the time to complete the training.
Anonymous
(auditor)
Great course! learned a lot of techniques. The instructor was very insightful. And, has a great speaking voice!
David Perry
(Chief Financial Officer at Hydraulex Global)
Course material was thorough and gave me a good review of pivot tables and taught me the reason to use tables
Anonymous
(Controller)
Good refresher course on how to use pivot tables. I like having a workbook to test with along with the lesson.
Anonymous
(Senior Financial Analyst)
Good starter course for getting into pivot tables. I'm looking forward to the intermediate and advanced notes.
Duojia Chen
( at Enbridge)
The instruction shows lots of tips, and functions of basic pivot table.
The course material is enlightening.
Anonymous
()
Very informative. I have worked with pivot tables for more than 6 years and I learned quite a few shortcuts.
Carol Smith
(Auditor at VA - U.S. Department of Veterans Affairs)
I learned so much about pivot tables that I did not know previously. It will help me tremendously in my job.
Anonymous
(Director of Institutional Effectiveness)
Clear information and good pacing - some of the subtitles didn't correspond well to the topics being taught.
William Stephens
(Accountant II at Dekalb County School District)
Great instructions were given. Truly helpful in my current job functions. I would highly recommend to others.
William Peden
(Finance at RHMR)
Really good pivot table course. Only issue is the number of versions he teaches to. Still very worthwhile.
Hunter Praska
( at Strata Corporation)
I thought this was a well detailed, explanation of the power that pivot tables possess in excel. Well done.
Anonymous
(Controller)
Excellent mini-course with lots of tips & techniques. It takes some of the mystery away from Pivot Tables.
Quinn Bonta
(Associate Consultant at RSM)
This course was a good overview of pivot tables and how to better utilize them in excel for audit functions
Anonymous
(Consultant)
Great course on pivot tables. I use them but not to the extent that I will now and with much greater ease.
Emma Harrington
(Audtor at Carnival Corporation Internal Audit)
Great pace, clear talking through the approach and then showing how is ideal for learning with demo and do.
Jennifer Piano
(Manager, Finance & Administration at Spencer & Associates Publishing, Ltd..)
A lot of information and a step by step instruction. Very useful for anyone who has use for pivot tables.
Anonymous
(Director of Accounting)
Detailed slides were very helpful when trying to perform the tasks later. Great overview of Pivot tables.
Anonymous
(IT Advisory Snr. Associate)
A great introduction training to pivot table. Nothing surprised me. This will be beneficiary to beginners.
Anonymous
()
Really enjoyed course. Well structured and I learned a lot that will help me in using excel pivot tables.
Anonymous
(Business Controller, Waze)
Good refresher for someone with a bit of excel experience but this will be rushed if no prior experience
Anonymous
(Accountant)
Well laid out and helpful. Gives a good starting point for understanding and manipulating pivot tables.
Anonymous
(Director of Accounting)
Great course so I can be more proficient in using pivot tables in managing a significant amount of data.
Sharon Vincent
(CFO at MJC Electronics Corporation)
I thought I knew how to do pivot tables but I now know there is so much more. They can be done easier.
William Doherty
(VP, Financial Reporting and Accounting at WWE)
Very helpful overview. David goes quickly, but not too quickly...he covers a lot of ground in one hour
Godfrey Christie
(Accounts Payable at Artsy, Inc.)
This has improve my excel knowledge tenfold. thank you for your well thought out plan and explanations.
Anonymous
(Finance)
great course led by knowledgeable instructor; detailed explanations that are easy to follow. Thank you.
Ellen Hynes
(Financial Consultant at Pacific Life)
Good course on learning pivot tables, with in-depth instruction and keyboard shortcuts for use anytime.
William Neighbour
(Sr Analyst at Express Seed Company)
I have been using pivot tables for a few years but I still learned several new features; good course.
Anonymous
()
Very good introductory lecture on pivot table. Presentation is clear and support by practical examples.
Anonymous
(Asst Controller)
Good if you are brand new to Pivot Tables, would have liked a little more in depth of certain features.
Anonymous
(Senior Accountant)
I use Pivot tables almost every day and this class taught me a few new things- definitely recommended!
Josh Amdahl
(Consultant at RSM)
I enjoyed this course. It was a good refreshed for Excel, and gave me some tools I did not know about.
Anonymous
()
Excellent overview - very easy to follow especially if you have a bit of experience with pivot tables.
Amy Sell
(Franchise Elite Account Executive at Yelp)
It was very detailed and easy to follow along to. I would take more courses like this in the future.
Anonymous
()
Good introduction to Excel Pivot tables and a nice reminder for those of use who use them every day
Katrina Suggs
(Supervisory Auditor at U.S Department of Veterans Affair – De..)
Great information that I will be able to use to help communicate and analyze data more effectively.
Anonymous
()
Always appreciate David's courses. They provide a good refresher on Excel skills to keep me sharp.
Janis Balodis
( at European University Institute)
The course was useful and relevant. It provided a great balance between excel and practical sense.
Ara Toroyan
(Director - Financial Planning & Proc.. at NCCI Holdings, Inc.)
Reeeally good shortcuts and tips for even the advanced Pivot Table user. Very worthwhile course.
Sergey Bulychev
(internal auditor at Transneft Finance LLC)
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Anonymous
(Research Operations and Financial Office..)
This is a great course and I like the practical examples that helps my daily use of pivot tables.
Anonymous
(Accountant)
Detailed course .... confusing at times. Need to practice to fully understand the tools of excel.
Brittany Beem
(Staff Accountant at Ever Fresh Fruit)
Very good information -- the Excel file helped to work through the topics as they were discussed
Anonymous
(Controller)
Going through each one was helpful but hard to go back thru slides to remember details for quiz.
Roxanne Whittum
(Unemployed at Unemployed)
This is great because even though I have 2016, when I get a job, my employer may not have 2016.
Anonymous
(Head of Internal Audit)
Answers many questions regarding the "unknown" functions of Pivot table. Now life is easier :-)
Anonymous
()
This course was a nice introduction for someone who has had limited exposure to Pivot Tables.
Ryan O'Donnell
( at Maiden Holdings, Ltd)
Very useful for those who use excel on a regular basis and need to pivot large amounts of data.
Blair Carney
(Sr. Information Security Auditor at Cisco)
don't need the static slide at beginning of each video. inconsistent volume within each video
George Welch
(Staff Accountant at Correct Care Solutions)
Good review of Pivot Tables. Learned some new tricks and brushed up on older skills. Thanks!
Corey Masters
(Accountant, Internal Auditor, Risk Speci.. at Self)
Instructor was very knowledgable and shared many insights to the functionality of Pivot Tables
Maxwell Hassenstein
( at NeoGenomics)
Useful refreshing guide to pivot tables, including some of nuances with sorting pivot tables.
Anonymous
(AP Specialist - Payments Team)
Very insightful, I just wish there was more examples showing us advanced uses of pivot tables.
Anonymous
(Financial Reporting Manager)
Very informative. He includes detailed step-by-step instructions and explains things clearly.
Nick Wright
( at WCF Insurance)
This is a great course. There is so much more that our company can benefit from pivot tables.
Anonymous
(Chief Financial Officer)
This is a powerful tool, great to see how this can be used and effectively used with reports.
Anonymous
()
informative course about the benefits of using pivot tables and the various options available
Anonymous
(Controller)
This is a great update on the additional features and functions for newer versions of Excel!
scott pierce
(CFO at Front Burner Brands)
I found the course very effective. I learned several things and I am a excellent Excel user.
Leah Osterman
(Customer Advocate/Contract verification at ADT Solar)
I like the amount of information available to me, and that I can complete it at my own pace.
Ron Lathouwers
(CFO at McGuire Real Estate)
Provides techniques that I was not familiar with even thought I use pivot tables frequently
Kevin Moschella
(Sr. Director, FP&A at Evidera)
For someone who uses PivotTables, this was a bit basic but I still gained a few good tips.
Antonio Crawford
(Senior Internal Auditor - Budget/Busines.. at Individual)
I liked, and learned very useful tricks which will allow me to accomplish my tasks faster.
Robert Hendry
(Controller at NRI)
Well done on the use of pivott tables. Did not address when you would want to use one.
Juha Bruun
(Senior Manager, Business Account and Sup.. at Intuit)
Excellent introduction to pivot tables. Will provide great help for basic analyze work.
Neal Cezat
(Financial Analyst at Arnott)
As promised, David packed a LOT of helpful information in this brief course. Great job!
Anonymous
()
Helpful course that I will definitely be able to implement in my daily responsibilities!
Anonymous
(Corporate Accounting Consultant)
Kind of long for a 1 hour course. With the time spent practicing skills, more like 1.5
Sam Grosoff
(Associate at RSM)
I learned a lot about pivot tables from this course that I will utilize moving forward.
TOMOAKI TOGO
( at Canadian Solar Japan)
it was basic, 90 percents, I already, new, but still found there are some new knowledge
Anonymous
(Business License Analyst)
The explanation of the pivot table options that are buried in menus was very helpful.
Don Wademan
(CFO at Garner Industries)
Comprehensive subject matter coverage; move at your own pace; relevant subject matter
Anonymous
(Controller)
Very good course, detailed and informative. It will be helpful for entry level users.
Anonymous
()
Very clear examples...pace was good and instructor's delivery was easy to understand.
Anonymous
(Incentives Analyst)
I wish course should be little lengthly and cover more item related to Pivot table.
Randee Roberts
(Director of Finance at IEHP)
I like the examples in excel and the explanation of the different versions of excel.
Anonymous
(Consulant)
It would be helpful if a spreadsheet of the data he was manipulating was available.
Dasha Capps
(Audit Project Manager at Ameris Bank)
Good overview for someone new to working with pivot tables. Lots of info to digest!
Heather Summers
(Accountant at Charter Communications)
Very knowledgeable and helped me learn more detail into the basics of Pivot tables.
Anonymous
(Accounting Manager)
I really enjoyed how David shows the steps before executing in the excel workbook.
Anonymous
()
Good step by step learning on Pivot Tables and the nuances of them for a beginner.
Lynne Bromley Holloman
(Accounting Manager at Woodside Equine Clinic)
Pivot Tables are a must when compiling data so this is a great refresher course.
Anonymous
(Sr. Administrative Clerk)
Super informative, I learned a ton on using Pivot Tables. Keep up the good work.
Anonymous
(Controller)
Though I have been using Pivot tables after this I learned some more techniques
Anonymous
(-)
Using the Report Filter to create multiple tabs is relevant and nice to learn.
Breely Bennett
(Accounting manager at Water.org)
I like that these are actually recorded webinars and not just reading material.
Ali Hasnat
(Partner Risk Services at RNI Consulting)
Excellent course overall. Although I was expecting a bit on Pivot Table charts.
Michael Ware
(- at -)
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JOSH Aharonoff
( at Graphite Financial)
Cool analysis on pivot tables that I haven't considered - thanks for the info!
Anonymous
(Senior Accountant)
Some useful shortcuts and warnings for what could go amiss when editing tables
Anonymous
(Senior Accountant)
This is very helpful with me trying to learn excel with no previous experience
Anonymous
(Controller)
This instructor is excellent. His presentation is thorough and easy to follow.
Thomas Tamura
(Consultant at Buxbaum HCS)
Good refresher course w/some advance features such as getpivot data function.
Anonymous
(CAO)
Good information. Very helpful. Worth the time it takes to listen and review.
Anonymous
(Principal)
Useful reminder on how great pivot tables are when working with lots of data.
Paul Foy
(Print Procurement Manager at Intuit)
A lot of information in a short amount of time. Additional redue would help.
Jesse Smith
(Accounts Receivable at Yelp)
Lots of helpful tips for pivot tables. Learned more than I thought I would!
Bob Phipps
( at R.W. Phipps, PA)
i don't know how i got 100 on exam, the questions could have been better....
Craig Scanlon
(Owner at BST)
Lots to learn in this one..may take a replay or tow but well worth the time
Monique Bryant
(Financial Consultant at DLC)
I liked learning about all the things you can do with the pivot table tools
Jon Koepke
(Consultant at in transition)
hard to remember the steps with pivots under the various versions of excel
Anonymous
(Consultant)
This class was very challenging. I enjoyed working through the materials.
Anonymous
(Controller)
excellent course. I learned several features that will prove very useful.
Inna Shmukler
(Controller at Fornetix LLC)
Very helpful course for anyone who would want to learn about pivot tables.
Karen Harmon
( at Carr, Riggs & Ingram LLC)
This was a great refresher course since I have not used pivot tables much.
Anonymous
(Senior Lean Development Officer)
Decent course - bit fast paced and need to practice more using the notes.
Lori Sullivan
(Consultant at Eli Lilly & Company)
There were several very helpful keyboard shortcuts offered in this course
Amy O'Neill
(consulting at EKS&H)
Helpful - quick easy pointer to make my pivot table use more efficient
David Tahan
(Controller at Kuehne Chemical Company, Inc.)
Liked the comparing and contrasting with the multiple versions of Excel
Anonymous
(President)
I like the slides and review questions. Thank you for your help, David!
Anonymous
(Auditor)
The course was very interesting and educational. I highly recommend it.
Anonymous
(Controller)
Lots of great information included...very helpful to my day to day job.
Allen Ramsay
( at Emergent Cold)
really good overview. tests actual knowledge by providing spreadsheet.
Anonymous
(Chief Financial Officer)
A must watch if you are not using pivot tables on a regular basis now.
Anonymous
(Accounting Manager)
This course helped give me a better understanding around pivot tables.
John Loock
(Manager at Accume Partners)
Very good explanation of Pivot Tables. Easy to follow and understand.
Alfred Hampton
(Senior Director of Finance at LashCo Holding)
This course was informative and will be useful in my day to day work.
Andrea Johnson
(Senior Acctg. Clerk at Prairie State Generating Company)
Didn't feel like I was able to use the pivot table in my own examples
Anonymous
(Accountant)
There was a lot I did not know about Pivot Tables! Very informative.
Anonymous
()
This course provided some good information on how to do pivot tables
Gene Cenotto
(Sr. Accounting Analyst at WA)
The instructor was very knowledgeable, a good presenter and thorough
Anonymous
(FP&A Supervisor)
Great job covering the basics! Excited to bring this to the office!
Hank Mishima
(VP - Risk Manager at US Bank)
Nice presentation. Very helpful. A good quick introduction to PTs.
Emily O'Reilly
(FA III at City of Detroit)
Nice, thanks. The conversion information was probably unnecessary.
Anonymous
(Senior Accounting Analyst)
helpful tool to increase productivity for a rarely used excel tool
Anonymous
(Consultant)
Good refresher on some basic concepts of excel. Helpful to revisit
KAREN CARLOZZI
(Owner at KECCPA)
great webinar...very beneficial to see the actual actions in excel
Anonymous
()
The instructor did a good job of explaining then performing steps.
Sheryl Perry
(Not Provided at Somaschini North America)
been using pivot tables for years and still learned something new
Anonymous
(Financial Officer)
Decent delivery by instructor. Not for beginners but still clear.
Fabricio Linares
(Consultor at EES Disaic Centro)
Written in a very understable way with all necessary information.
Anonymous
(accountant)
Excellent material coverage and focus on relevant, helpful tools.
Wenjie Jin
( at Emil Capital)
Very useful and helpful training materials...like it!!!!!!!!!!!!!
Anonymous
()
This was a helpful review course and the slides were very useful.
Anonymous
(Controller)
Informative and Engaging but BASIC CPE Course, Highly Recommended
Janey Edwards
(Accounting Manager at Silicon Valley Finance Group)
Don't like the time spent referencing ancient versions of Excel.
Sarah Nissen
(Compass Consultant at Salo LLC)
Learned a lot about pivots and how to use them more efficiently.
Ashton Williams
(Controller at Codaray Construction, LLC)
Enjoyed the content. Great for learning some basic PT commands.
Anonymous
(Bonding Manager)
Good introduction to pivot tables. Very useful illustrations
Anonymous
()
I use pivots all the time, this was a great refresher course.
Anonymous
(Senior Accountant)
This course was informative and interesting. I learned a lot.
Anonymous
(Senior Billing Clerk)
the course was informative but each lesson ends very abruptly
Tiffany Dixon
(Vice President of Finance and Operations at chicago)
Harder to understand than i thought with my pivot experience.
Yun Sub Lee
(Senior Accountant at NA)
It taught me how to create a more user-friendly pivot table.
Anonymous
(Senior Financial Analyst)
It was interesting learning about the Report Filters function
Anonymous
(Finance Manager)
Learned a number of useful functions - worth the hour spent.
Julia Fretschl
(Consultant at DLC Group)
The sound would go up and down and I had to adjust my volumn
Grant Ostler
(Principal at Compass Point Services)
Really helpful tips for building and modifying pivot tables.
Kamran Jafri
(Senior Accountant at Influitive)
Excellent course. Very valuable for day-to-day excel users.
Anonymous
(Accountant)
Very informative and helpful for a novice pivot table user.
Nawaf Al Harbi
(Senior Budgeting and Performance Manager at Confidential)
It was an amazing experience. Many thanks for your efforts.
Anonymous
(Program Analyst/Auditor)
Really enjoyed this course. Presenter was very knowledgable
Anonymous
(Accountant)
Helped get a better understanding of pivot tables for sure!
Anonymous
(Senior Auditor)
The lesson was concise enough to absorb the major concepts.
Anonymous
(AR Analyst)
This is very good for the people who always make a report.
Ravi Patel
(Tax Accountant at Patel)
I really like this course it made me a better excel person
Rajeev Sahni
(Director - Capital (RWA) at UBS)
Clarity in presentation. Explain logic followed by example
Janine Korovesis
(Controller at Google)
Good fundamentals course, the XLS example file was helpful
Lori Dobson
(Sr. Tax Accountant - Trans Tax at Charter Communications)
Really liked the details (showing steps etc) in the slides
Anonymous
()
Easy to understand and clear. Applicable to everyday work.
Avraham Mafouda
(CFO at Joybees LLC)
Great course to dive into pivot tables for the first time.
Anonymous
(Accounts Payable Lead)
Clearly explained and demonstrated the various functions.
Anonymous
(Wireless Data Analyst)
Provided great examples. The overall class was helpful.
Anonymous
(Owner)
The process was a bit hard to follow not being hands-on.
Anonymous
()
Easy and simple explanation and course material is good.
Jeanne Chase
(Manager of Budget at EBMUD)
Demonstration of points on excel worksheet very helpful.
Anonymous
(Auditor)
Good course filled with information needed for the job.
Anonymous
()
Great course to improve on Pivot Tables. Would recommend
Anonymous
()
It was a relatively easy course on Excel pivot tables.
Lisa Vandervelden
(Director Administrative Services at Constangy, Brooks, Smith & Proph..)
Excellent material. Was very pleased with the content.
Anonymous
(APS)
Very informative and plainly stated and understandable.
Anonymous
(Senior Accounting Business Partner Coord..)
I thought I knew pivot tables until I took this class!
Anonymous
(Property Accounting Manager)
Clear instructions. I wish there were more examples.
Syed Kazmi
(Controller at Encompass Capital Advisors LLC)
Very useful information and practical approach to work.
Anonymous
(Director - Data Analytics, Sales and Pri..)
Good overall review for basics on Pivot Table analysis
Anonymous
(Accountant)
Was a great review of excel and easy to follow along.
Anonymous
(Audit Manager)
great course for those using large data sets in excel
Anonymous
(Project Finance Controller)
Learnt a few things I did not know about pivot tables
Anonymous
(Financial Analyst)
Great tips for making pivot tables of various kinds!
Richard Dandan
(Senior Accounting Specialist at National Food Authority)
Great! The instructor was really effective. Thanks.
Nidhi Sharma
(SBA at Intuit)
Nice course for learning basics about Pivot tables
Thomas Cherian
(Controller at PSS Companies)
Great course wish the time was longer than an hour
Anonymous
(Sr Financial Reporting Accountant)
Very Organized and meticulous mode of instruction.
Anonymous
(Senior AR Specialist)
Constant audio changes gets a little distracting.
Anonymous
(Accounting Manager)
Thank you for making pivot tables interesting
Anonymous
(CPA/Investment Advisor)
Helpful, pivot tables confuse many Excel users
Casey Pessetto
(Director of Fund Accounting at WaterEquity)
Helpful excel tips for all versions of excel
Matt Osmundsen
(Category Finance Director at Energizer Holdings, Inc.)
Great course! Very informative and helpful.
Anonymous
(General Ledger Accountant)
Very relevant topics and useful shortcuts.
Anonymous
(Director Finance)
The data on the slide is a little busy
Peter Abader
(- at BMO)
Loved it ... saved a lot of time for me
Anonymous
(Settlement Supervisor)
was able to easily follow the examples
Anonymous
(Senior Accounts Receivable Representativ..)
Lesson starts and ends very abruptly
Siva Vinay
(Controller at Park n Fly)
it was very informative, tons of info
Thomas Simkiss
(Director of Cloud Solutions at Creoal Consulting)
Little more basic than I was hoping
Craig Dowdney
(Senior Project Manager at Intuit)
Very informative and well laid out
Sheilah Brown
(Controller at SMB LTC)
Good materials showing every step.
Chris Grimes
(Rules Master at Cisco)
Good introduction to Excel pivots
Ann Kennedy
(Chief Financial Officer at EsmokerCanada)
awesome...wish I had it years ago
Vaychan Hallman
(Accounting Consultant at Independent)
Learned some very useful tips
Anonymous
(Bookkeeper)
Great Course! Learned a lot.
Anonymous
(None)
Very informative and useful.
Anonymous
(Group Internal Audit Officer)
A lot of useful information
Teresa Spector
(Not Provided at Elsevier)
pace was a little too fast
Anonymous
(VP Finance)
Very helpful Excel course!
Anonymous
(CFO)
I like the short cut keys
Anonymous
(-)
It was a very good course
Anonymous
(Customer Transaction & Retention Ser..)
Another excellent course
Shelly Woods
(Market Controller at KTXS News)
very clear explanations
Karen Fancher
(Accounting at Robinson Engineering)
Very easy to follow.
Anonymous
(Salaried Consultant)
Easy to follow along.
Candace Oliver
(Independent Consultant at C Oliver)
another great class!
Ramakrishna Nalluri
(Senior Financial Analyst at LifeWorks Inc)
clear presentation
Maeflor Defensor
(AR Specialist at NetSuite)
Easy to understand
Alejandro Aguado
(Manager, Financial Planning and Reportin.. at Alamos Gold Inc)
thanks, well done!
Anonymous
(President)
Quite insightful!
Anonymous
(Senior General Ledger Accountant II)
Very informative
Anonymous
(Accountant II)
Tough questions!
Anonymous
(AR Specialist)
shortcut methods
Becky Williams
(Manager of Operations Accounting at CONSOL Energy, Inc.)
Learned a lot!!
Kayla Garbison
(Account Executive at Yelp)
Very helpful!!
Erika Phillips
(NA at NA)
great examples
Patricia Flores
(Payroll Analyst | Tax & Compliance at Intuit)
Great course!
Penny Pearlman
(Financial Planning Analyst at NCCI Holdings)
Great Course!
Anonymous
(President)
Great course.
Anonymous
(-)
Perfect pace.
Nicole Johnson
(Staff Consultant at EKS&H)
Very helpful!
Anonymous
(Fiscal Officer)
value course
Anonymous
(Accountant)
informative!
Anonymous
(Assistant Controller)
Useful info
Anonymous
(Financial Analyst)
Good review
Anonymous
(Regional Treasury Manager)
Very useful
Hossam Ali Elsherief
(General Accountant & senior Auditor at Authorized Policy Insurance Brokers)
Excellent
Anonymous
(Senior Accountant)
Very good.
Kenneth Hopkins
(Senior Financial Analyst at The University of Texas Health Science C..)
Excellent.
Anonymous
(Technical Accountant)
Good one
Anonymous
(Cash Application Analyst II)
God job!
John Thompson
(CEO at westward mgt)
good job
Anonymous
(Credit & Collections Analyst II)
helpful
scott steiner
(attorney cpa at slo, pllc)
Useful.
Natasha Blackshear
(Attorney at The Law Office of Natasha L. Blackshear)
Great.
Anonymous
(Senior Internal Auditor)
Fine
Anonymous
(Credit/Collections Analyst)
good
Anonymous
(Consultant)
good
tatiana meshkova
(Controller for Americas BU at Dalet Digital Media Systems)
ok
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
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
About Illumeo
Platform
Resources
Contact Us
- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
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