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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: October 27, 2018

Included In Certifications

This course is included in the following Certification Programs:

17 CoursesCertified Excel Modeler

  1. Excel Efficiency: VLOOKUP
  2. Excel Efficiency: Logic Functions
  3. Excel Efficiency: Filtering and Formatting Data
  4. Excel Efficiency: Intermediate Pivot Tables
  5. Excel Efficiency: Auditing Spreadsheets
  6. Excel Efficiency: Minimizing Worksheet Errors
  7. Excel Efficiency: Workbook Links
  8. Excel Efficiency: What-If Analysis
  9. Excel Efficiency: Quick and Easy Financial Statements in Excel
  10. Excel Efficiency: Budget Spreadsheets
  11. Hands-On Excel: Waterfall Calculations
  12. Excel Efficiency: Table Feature
  13. Excel Efficiency: Intro to Macros Part 1
  14. Excel Efficiency: Intro to Macros Part 2
  15. Excel Efficiency: Excel Chart Speed Tips
  16. Excel Efficiency: Taming Large Spreadsheets
  17. Excel Efficiency: Internal Controls

9 Reviews (26 ratings)Reviews

3
Member's Profile
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.
5
Member's Profile
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.
5
Anonymous Author
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.
4
Good training session. I wish the slides were a bit more step by step so I could utilize them to practice with live data.
4
Anonymous Author
would have liked to have an excel exercise for each different "topic" that could be done along side of the instructor.
5
Anonymous Author
Very useful and new information. The pivot chart feature was something new for me.
5
Anonymous Author
Great class for advancing knowledge and application of Pivot Table skills.
5
Member's Profile
brings out very detailed and informative on Pivot table.
4
Anonymous Author
Pivot table lecture is awesome! Learned a lot of things.

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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
  9:07Introduction and Initiating a Pivot Table
  4:58Pivot Table Commands
  9:32Filtering Blank Rows & Selecting Blank Cells
  9:55Fill in Missing Data & Data Integrity Risk
  8:25Pivot Tables with Table Feature
  8:18Remove Table Feature from Worksheet
  9:33Preventing Pivot Table Drill Down
  6:05Build a Pivot Table
  5:34Calculated Fields
  6:02GetPivotData Function
  9:06Pivot Table Slicers (Excel 2010 and Later)
  8:45Creating a Pivot Chart
  5:33Dynamic Pivot Chart Titles and Conclusion
CONTINUOUS PLAY
  1:40:53Excel Efficiency: Intermediate Pivot Tables
Supporting Materials
  PDFSlides: Excel Efficiency: Intermediate Pivot Tables
  PDFExcel Efficiency: Intermediate Pivot Tables Glossary/Index
  XLSXWorkbook: Excel Efficiency: Intermediate Pivot Tables
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM