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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Excel
expert David Ringstrom, CPA, takes you beyond the basics of pivot tables in
this broad-reaching live webcast. Step-by-step, he explains how to
implement the PivotTable feature, the PowerPivot feature, the Recommended
PivotTables feature, and others. After participating in David’s
presentation, you’ll be equipped to create self-updating titles for charts
and pivot charts, expand and collapse pivot table elements, drill down into
numbers with a simple double-click, and more.
David
demonstrates every technique at least twice: first, on a PowerPoint slide
with numbered steps, and second, in the Office 365 version of Excel. David
draws your attention to any differences in the older versions of Excel
(2019, 2016, 2013, and earlier) 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.
Office
365 is a subscription-based product that provides new-feature updates as
often as monthly. Conversely, the perpetual licensed versions of Excel have
feature sets that don’t change. Perpetual licensed versions have year
numbers, such as Excel 2019, Excel 2016, and so on.
Covered
Topics:
- Using Go To Special to select specific types of
cells within a worksheet.
- Drilling down into the details behind any amount
within a pivot table with just a double-click.
- Understanding the nuance of crafting formulas that
reference data within pivot tables.
- Developing calculated fields that perform math on
data within the source data.
- Improving the integrity of pivot tables by
utilizing the Table feature in Excel.
- Understanding the data integrity risks posed by
pivot tables when users add additional data to the original source
list.
- Adding interactivity to pivot tables by using the
Slicer feature for filtering in Excel 2010 and later.
- Adding fields to a blank pivot table to create
instant reports.
- Utilizing the Timeline feature in Excel 2013 and
later to filter pivot tables based on date ranges.
- Controlling information overload within pivot
charts by filtering.
- Utilizing the Tabular Format command to display
pivot table data in two or more columns instead of a single column in
Compact Form.
- Creating a pivot table to transform lists of data
into on-screen reports.
Who
Should Attend?:
Practitioners
who may benefit from learning how to manipulate their pivot table data
faster and more efficiently. Please
forward email to appropriate person(s).
Instructor:
David
H. Ringstrom , CPA, is an author
and nationally recognized instructor who teaches scores of webinars each
year. His Excel courses are based on over 25 years of consulting and
teaching experience. David’s mantra is “Either you work Excel, or it works
you,” so he focuses on what he sees users don’t, but should, know about
Microsoft Excel. His goal is to empower you to use Excel more effectively.
To learn more about David, you can view his LinkedIn profile and follow him
on Facebook or Twitter (@excelwriter).
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't have
an internet connection, you can still participate in the audio session.
Listening to the program over the telephone and following the written
materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All options
include applicable handouts. You can choose to pay by credit card or be
billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2:
OnDemand Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
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