In this outstanding course, Excel expert David Ringstrom, CPA, will expand your knowledge of pivot tables and show you step-by-step how to manipulate pivot table data faster and more efficiently. You’ll learn how to extract data from Microsoft Access databases and other sources, minimize repetitive steps in Excel by creating keyboard shortcuts, and adapt simple macros that can be recorded. In addition, David discusses several helpful Excel features, including the Table feature, PivotTable feature, Slicer feature, Linked Picture feature, the PowerPivot feature, and others.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Topics Covered:

  • Creating dynamic and interactive graphs with Excel’s PivotChart feature.
  • Discovering the Recommended PivotTables feature.
  • Launching macros that clean up pivot tables with a single mouse click.
  • Learning the nuances associated with subtotaling data within a pivot table.
  • Learning how the Table feature can vastly improve the integrity of pivot tables in Excel.
  • Incorporating calculations within or alongside pivot tables.
  • Learning how to expand and collapse pivot table elements, thereby avoiding information overload.
  • Gaining control of unruly pivot table data by creating a macro that can automatically transform all count fields into sums and apply number formatting in one fell swoop.
  • Mitigating the side effects of converting a table back to a normal range of cells.
  • Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
  • Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.

This course is Part 3 of a 3 part series:

Part 1: Excel Efficiency: Pivot Tables

Part 2: Excel Efficiency: Intermediate Pivot Tables

 

Learning Objectives
  • Identify how to summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define.
  • Recognize when and why to apply the Slicer feature. 
  • Discover how to clean up your pivot tables with a mouse click.
Last updated/reviewed: March 18, 2024
24 Reviews (96 ratings)

Reviews

5
Anonymous Author
This course is very helpful and gave great Excel tips beyond just pivot table use. I also was able to use his pointers (such as selecting month and year) when grouping pivot table dates) to avoid frustrations I had in the past when trying to work with dates. I have a lot to learn on VBA code, but this has a lot of good explanations.

5
Anonymous Author
Excel Efficiency: Advanced Pivot Tables - great course. I especially liked the section on dashboards. My only wish was that an .mdb file was provided so the students can use this hands on in the beginning chapter(s)

5
Anonymous Author
I have encountered some of the issues David described and was not aware of the solutions until this course. I enjoyed learning about the tips and tricks to solve these issues and other interesting functions.

5
Anonymous Author
David's courses are awesome. I have taken most of them as I find the his style and presentations to be most helpful and very applicable to my everyday work. Excellent courses.

5
Member's Profile
Great lesson. There are many Excel features that are not known by the vast majority of users. Illumeo does a good job of providing content to help bring those to light.

5
Member's Profile
David is an awesome instructor and this is a fantastic course for learning more about the functionality of Pivot tables beyond a basic level of knowledge.

5
Anonymous Author
Good course, picked up some tips and tricks in the course. Section on linking slicers to multiple pivot tables and the dashboard section were very helpful.

5
Member's Profile
I thought this course was very interesting and helpful. I thought the instructor explained the topic very well. I would recommend this course to others.

4
Member's Profile
Very exhaustive and useful (Though focusing on task is at times difficult with so many scenarios). However, course is useful from practical perspective

5
Member's Profile
Outstanding course with some advanced, time saving techniques. I have already setup the pivot table macros and am using them consistently. Thanks!

5
Member's Profile
It would be nice to be able to work along side the teacher for a more hands on experience, but I am taking away more knowledge than I came with.

4
Anonymous Author
Very informative course with clear steps for accomplishing each task. Following along with the examples helps to reinforce each lesson as well.

5
Member's Profile
Some of it seem to overlap with the intermediate course. It would also be great if their were separate videos for each version of excel

5
Anonymous Author
The Advanced Pivot Tables course is a real eye opener, I learned new tricks that I have struggled with and spent long hours working on.

5
Member's Profile
Very useful information to know with great examples and detailed instructions. I keep adding to my toolbox as I take these classes.

3
Anonymous Author
There are some good things, however, a bit different if you are using Microsoft 365. An updated version would be great!

5
Anonymous Author
This was a very helpful course with advanced practical technics in using a Pivot Table. Lots of useful information.

5
Anonymous Author
Really liked the presentation. I always learn something in the courses and the keyboard shortcuts are invaluable

5
Member's Profile
David Ringstrom is an excellent instructor. This course provided solutions to many of my Excel headaches.

4
Anonymous Author
The course gave new insights on excel pivot functions which would really help a lot when sorting data.

4
Member's Profile
Goes a little beyond the intermediate course. As usual, many helpful tips and techniques.

5
Member's Profile
Really appreciate the sharing of the two macro coding, extremely useful!

5
Anonymous Author
Another great course!! The auto-number format macro is awesome!!

5
Member's Profile
Got to learn some new functionalities within Pivot tables

Prerequisites
Course Complexity: Intermediate

Program Prerequisites: Previous 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 .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Excel Efficiency: Advanced Pivot Tables6:08
  Excel Efficiency: Advanced Pivot Tables Chapter-28:52
  Excel Efficiency: Advanced Pivot Tables Chapter-36:04
  Excel Efficiency: Advanced Pivot Tables Chapter-47:44
  Excel Efficiency: Advanced Pivot Tables Chapter-58:01
  Excel Efficiency: Advanced Pivot Tables Chapter-69:48
  Excel Efficiency: Advanced Pivot Tables Chapter-78:34
  Excel Efficiency: Advanced Pivot Tables Chapter-87:17
  Excel Efficiency: Advanced Pivot Tables Chapter-98:07
  Excel Efficiency: Advanced Pivot Tables Chapter-109:21
  Excel Efficiency: Advanced Pivot Tables Chapter-116:56
  Excel Efficiency: Advanced Pivot Tables Chapter-128:30
  Conclusion5:02
CONTINUOUS PLAY
  Excel Efficiency: Advanced Pivot Tables Full Video1:40:24
SUPPORTING MATERIALS
  Slides: Excel Efficiency - Advanced Pivot TablesPDF
  Excel Efficiency - Advanced Pivot Tables Glossary/IndexPDF
  Workbook: Excel Efficiency - Advanced Pivot TablesXLSX
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam