Pivot tables turn complex data into reports with a few mouse clicks. This 60-minute Excel pivot table basics webinar shows how to create and use them, and points out the nuances that can trip up users so your reports stay accurate.
You'll learn to start a pivot table from a list of data, prepare unwieldy data in the right format, add and remove fields, expand and collapse groups and drill into numbers with the Report Filter. The session explains how pivot tables differ from worksheet formulas and why Refresh matters.
It also covers number formatting, subtotals, Timeline date filters, turning off GETPIVOTDATA, a macro that removes "Sum of" from field names, and spotting anomalies in QuickBooks data.
Pivot tables are one of the fastest ways to build accurate reports, but a few quirks can lead to wrong numbers. Each technique is demonstrated step by step in Excel, with differences between Excel versions pointed out along the way.
The session suits professionals in accounting, finance, banking, marketing, management consulting and HR who want to create accurate reports with pivot tables.
Pivot tables are one of the fastest ways to build accurate reports, but a few quirks can lead to wrong numbers. Each technique is demonstrated step by step in Excel, with differences between Excel versions pointed out along the way.
The session suits professionals in accounting, finance, banking, marketing, management consulting and HR who want to create accurate reports with pivot tables.
David H. Ringstrom
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software, and is the Tech Editor-at-Large for Accounting WEB and Going Concern. David offers Excel training and consulting services nationwide.
New Form I-9: Documents and Policies that Ensure ICE I-9 Co…
Claude AI For CPAs & Finance Professionals: Best Practices …
Secrets Of Psychology - Why People Do The Things They Do
2-Hour Virtual Seminar on How to Conduct an Internal Harass…
Project Management For Administrative Professionals
Elevate Your Workplace Wellness: 10 Critical Wellness Facto…
Onboarding is NOT Orientation - How to Improve the New Empl…
Managing Complex Projects - Project Management
Utilizing HR Metrics to Illustrate & Improve Human Resource…
Negotiating Skills For Professional Results - Winning Strat…
NEW Nacha Rule - Third-Party Sender (TPS) Roles and Respons…
FDA Technology Modernization Action Plan (TMAP) and Impact …
Paying and Receiving Payments for Referrals: You Can Go to …
Validation Statistics for Non-Statisticians
Human Factors Usability Studies Following ISO 62366 and FDA…
Construction Lending And Real Credit Administration: Evalua…
Excel Power Skills: Master Functions, Formulas, and Macros …
Thriving in a Hybrid Workplace: Keys to Leadership and Team…
Batch Record Review and Product Release
Discover how Emotional Intelligence turns AI from a technic…
Female to Female Hostility @Workplace: All you Need to Know
Copilot and HR: An Introduction for HR Professionals
ChatGPT for HR - Build HR Policy Framework and Strategy
Excel Spreadsheets; Develop and Validate for 21 CFR Part 11…
The Perfect Storm Coming to Healthcare: Value Based Care Me…
Language is Code - Intro to AI - Generative AI - ChatGPT an…
Major cGMP Issues: FDA Concerns in 2026
I-9 Audits: Strengthening Your Immigration Compliance Strat…
Pivot tables beginner to advanced + 20 advanced Pivot table…
Emotional Intelligence: Mastering the Emotions of Great Lea…