Instructor for this course
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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.

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: May 22, 2018

193 Reviews (524 ratings)Reviews

5
Member's Profile
Really liked the details (showing steps etc) in the slides
3
Member's Profile
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.
4
Member's Profile
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.
5
Member's Profile
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!
4
Member's Profile
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.
5
Anonymous Author
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.
5
Member's Profile
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.
5
Member's Profile
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 Author
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).
4
Member's Profile
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!
5
Anonymous Author
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!
5
Member's Profile
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.
5
Member's Profile
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.
4
Member's Profile
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.
5
Anonymous Author
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.
5
Member's Profile
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.
4
Member's Profile
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.
3
Member's Profile
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.
5
Member's Profile
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.
5
Member's Profile
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
4
Member's Profile
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.
4
Member's Profile
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.
5
Member's Profile
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.
4
Member's Profile
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.
5
Anonymous Author
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.
4
Member's Profile
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.
4
Anonymous Author
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.
4
Anonymous Author
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.
5
Member's Profile
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.
5
Anonymous Author
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.
5
Anonymous Author
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.
5
Member's Profile
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.
5
Member's Profile
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.
5
Member's Profile
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.
3
Anonymous Author
Presenter understands Excel and Pivot tables very well. A little confusing with the various versions of Excel although provides the broadest training option.
5
Member's Profile
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.
5
Anonymous Author
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.
4
Anonymous Author
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.
5
Member's Profile
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.
4
Member's Profile
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.
5
Member's Profile
I liked the simple style of presentation and the way the instructions are repeated and reinforced from presentation slide to excel workbook.
5
Anonymous Author
Great course, effective instructor, material is well prepared. Particularly appreciated the effort to look at 4 different versions of Excel.
5
Member's Profile
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.
5
Anonymous Author
Fantastic course. In addition to learning about Pivot tables, I picked up a lot of tips and tricks for other functions within Excel. 12
4
Member's Profile
This course presented many options that can be used to refine pivot tables. It opened a whole new area in analyzing data. Super class
4
Anonymous Author
The course was well presented. The materials used are well demonstrated and easy to follow. The presenters voice was loud and clear.
5
Anonymous Author
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.
4
Member's Profile
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.
4
Member's Profile
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.
5
Member's Profile
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.
5
Anonymous Author
The course is well structured and explanations are clear. I expected a bit more pivot table functions included in the course
5
Member's Profile
I like how the instructor gave an overall depiction of what to do and then illustrated it. His delivery was easy to understand.
3
Member's Profile
It was hard to follow. I think this type of training is better live when you are working the examples along with the instructor.
5
Member's Profile
I appreciate the amount of knowledge provided in concise and educational approach. The presented was engaging and informative.
5
Anonymous Author
Great course. Provided detailed information about pivot tables that is difficult to get elsewhere. Will definitely use again.
5
Member's Profile
I learned a few new shortcuts. The screens were a little too busy but the speaker explained what he was doing very well.
4
Anonymous Author
Some useful tips for different pivot table functions. Like that slides are provided for the different versions of excel.
5
Member's Profile
Very practical course. It gets a little overwhelming with the differences between the different Excel versions though.
5
Member's Profile
Excellent well delivered course for those who do not use pivot tables very much.and good refresher for everyone else.
4
Anonymous Author
I like the way the instructor explained the function first then showed you exactly how to do it on the application.
3
Member's Profile
Provided some helpful tips that will help me work more efficiently. I'll be looking for a Pivot Graphs lesson next!
5
Anonymous Author
The approach of using the slides with the step by step instructions before showing in Excel was extremely helpful.
5
Anonymous Author
Great insights. Best information gained was how to easily fill blank information from a text file once imported.
4
Member's Profile
Learned a few new tricks for pivot tables. Didn't know that you could create pivot table from the table command.
5
Member's Profile
Course material was thorough and gave me a good review of pivot tables and taught me the reason to use tables
5
Member's Profile
Really good pivot table course. Only issue is the number of versions he teaches to. Still very worthwhile.
4
Anonymous Author
Excellent mini-course with lots of tips & techniques. It takes some of the mystery away from Pivot Tables.
5
Member's Profile
This course was a good overview of pivot tables and how to better utilize them in excel for audit functions
4
Member's Profile
A lot of information and a step by step instruction. Very useful for anyone who has use for pivot tables.
5
Member's Profile
I thought I knew how to do pivot tables but I now know there is so much more. They can be done easier.
5
Member's Profile
Very helpful overview. David goes quickly, but not too quickly...he covers a lot of ground in one hour
5
Member's Profile
This has improve my excel knowledge tenfold. thank you for your well thought out plan and explanations.
5
Member's Profile
Good course on learning pivot tables, with in-depth instruction and keyboard shortcuts for use anytime.
5
Anonymous Author
I use Pivot tables almost every day and this class taught me a few new things- definitely recommended!
5
Member's Profile
I enjoyed this course. It was a good refreshed for Excel, and gave me some tools I did not know about.
5
Member's Profile
The course was useful and relevant. It provided a great balance between excel and practical sense.
5
Member's Profile
Reeeally good shortcuts and tips for even the advanced Pivot Table user. Very worthwhile course.
5
Member's Profile
Very good information -- the Excel file helped to work through the topics as they were discussed
5
Member's Profile
This is great because even though I have 2016, when I get a job, my employer may not have 2016.
4
Anonymous Author
Answers many questions regarding the "unknown" functions of Pivot table. Now life is easier :-)
3
Member's Profile
don't need the static slide at beginning of each video. inconsistent volume within each video
5
Member's Profile
Good review of Pivot Tables. Learned some new tricks and brushed up on older skills. Thanks!
5
Anonymous Author
This is a powerful tool, great to see how this can be used and effectively used with reports.
5
Anonymous Author
This is a great update on the additional features and functions for newer versions of Excel!
5
Member's Profile
I found the course very effective. I learned several things and I am a excellent Excel user.
5
Member's Profile
Provides techniques that I was not familiar with even thought I use pivot tables frequently
4
Member's Profile
For someone who uses PivotTables, this was a bit basic but I still gained a few good tips.
4
Member's Profile
I liked, and learned very useful tricks which will allow me to accomplish my tasks faster.
5
Member's Profile
Excellent introduction to pivot tables. Will provide great help for basic analyze work.
5
Member's Profile
As promised, David packed a LOT of helpful information in this brief course. Great job!
5
Anonymous Author
Kind of long for a 1 hour course. With the time spent practicing skills, more like 1.5
5
Anonymous Author
The explanation of the pivot table options that are buried in menus was very helpful.
5
Member's Profile
Comprehensive subject matter coverage; move at your own pace; relevant subject matter
5
Anonymous Author
Very good course, detailed and informative. It will be helpful for entry level users.
5
Anonymous Author
I wish course should be little lengthly and cover more item related to Pivot table.
5
Member's Profile
I like the examples in excel and the explanation of the different versions of excel.
3
Anonymous Author
It would be helpful if a spreadsheet of the data he was manipulating was available.
5
Member's Profile
Pivot Tables are a must when compiling data so this is a great refresher course.
5
Anonymous Author
Though I have been using Pivot tables after this I learned some more techniques
5
Anonymous Author
Using the Report Filter to create multiple tabs is relevant and nice to learn.
5
Member's Profile
I like that these are actually recorded webinars and not just reading material.
4
Member's Profile
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor
4
Member's Profile
Good refresher course w/some advance features such as getpivot data function.
Member's Profile
A lot of information in a short amount of time. Additional redue would help.
5
Member's Profile
Lots to learn in this one..may take a replay or tow but well worth the time
4
Member's Profile
I liked learning about all the things you can do with the pivot table tools
5
Member's Profile
hard to remember the steps with pivots under the various versions of excel
3
Anonymous Author
Decent course - bit fast paced and need to practice more using the notes.
5
Member's Profile
There were several very helpful keyboard shortcuts offered in this course
4
Member's Profile
Helpful - quick easy pointer to make my pivot table use more efficient
4
Member's Profile
Liked the comparing and contrasting with the multiple versions of Excel
5
Member's Profile
Very good explanation of Pivot Tables. Easy to follow and understand.
5
Member's Profile
Nice presentation. Very helpful. A good quick introduction to PTs.
5
Member's Profile
Nice, thanks. The conversion information was probably unnecessary.
5
Anonymous Author
Decent delivery by instructor. Not for beginners but still clear.
4
Anonymous Author
the course was informative but each lesson ends very abruptly
5
Member's Profile
Harder to understand than i thought with my pivot experience.
4
Anonymous Author
Learned a number of useful functions - worth the hour spent.
4
Member's Profile
The sound would go up and down and I had to adjust my volumn
5
Member's Profile
Excellent course. Very valuable for day-to-day excel users.
5
Anonymous Author
Very informative and helpful for a novice pivot table user.
4
Anonymous Author
This is very good for the people who always make a report.
5
Member's Profile
I really like this course it made me a better excel person
5
Member's Profile
Clarity in presentation. Explain logic followed by example
5
Anonymous Author
Clearly explained and demonstrated the various functions.
4
Anonymous Author
The process was a bit hard to follow not being hands-on.
5
Member's Profile
Excellent material. Was very pleased with the content.
4
Anonymous Author
Great tips for making pivot tables of various kinds!
5
Member's Profile
Great! The instructor was really effective. Thanks.
4
Member's Profile
Nice course for learning basics about Pivot tables
5
Member's Profile
Great course wish the time was longer than an hour
3
Anonymous Author
Constant audio changes gets a little distracting.
4
Anonymous Author
Thank you for making pivot tables interesting
4
Anonymous Author
Helpful, pivot tables confuse many Excel users
5
Member's Profile
Helpful excel tips for all versions of excel
5
Member's Profile
Great course! Very informative and helpful.
5
Anonymous Author
Very relevant topics and useful shortcuts.
4
Anonymous Author
The data on the slide is a little busy
5
Member's Profile
Loved it ... saved a lot of time for me
5
Anonymous Author
was able to easily follow the examples
3
Anonymous Author
Lesson starts and ends very abruptly
5
Member's Profile
it was very informative, tons of info
3
Member's Profile
Little more basic than I was hoping
4
Member's Profile
Very informative and well laid out
5
Member's Profile
Good materials showing every step.
5
Member's Profile
Good introduction to Excel pivots
5
Member's Profile
awesome...wish I had it years ago
5
Member's Profile
Learned some very useful tips
5
Anonymous Author
Great Course! Learned a lot.
5
Anonymous Author
Very informative and useful.
3
Anonymous Author
A lot of useful information
5
Member's Profile
pace was a little too fast
4
Anonymous Author
Very helpful Excel course!
5
Anonymous Author
I like the short cut keys
4
Anonymous Author
It was a very good course
5
Anonymous Author
Another excellent course
4
Member's Profile
very clear explanations
4
Member's Profile
Very easy to follow.
5
Anonymous Author
Easy to follow along.
5
Member's Profile
another great class!
5
Member's Profile
clear presentation
5
Member's Profile
Easy to understand
5
Member's Profile
thanks, well done!
4
Anonymous Author
Quite insightful!
5
Anonymous Author
Very informative
5
Anonymous Author
Tough questions!
5
Anonymous Author
shortcut methods
5
Member's Profile
Learned a lot!!
5
Member's Profile
Very helpful!!
5
Member's Profile
great examples
5
Member's Profile
Great course!
4
Member's Profile
Great Course!
4
Anonymous Author
Great course.
5
Anonymous Author
Perfect pace.
4
Member's Profile
Very helpful!
Anonymous Author
value course
4
Anonymous Author
informative!
5
Anonymous Author
Useful info
3
Anonymous Author
Good review
4
Anonymous Author
Very useful
5
Member's Profile
Excellent
5
Anonymous Author
Very good.
5
Member's Profile
Excellent.
5
Anonymous Author
Good one
4
Anonymous Author
God job!
4
Member's Profile
good job
4
Anonymous Author
helpful
3
Member's Profile
Useful.
5
Member's Profile
Great.
4
Anonymous Author
Fine
4
Anonymous Author
good
4
Anonymous Author
good
4
Member's Profile
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 .

1 QuestionCourse Questions and Answers

Member's Profile

once a chapter has been completed, can you go back and review it or listen to it again?

Course Syllabus
INTRODUCTION AND OVERVIEW
  9:17Introduction to Excel Efficiency: Pivot Tables
Pivot Tables
  9:27Pivot Table Interfaces
  8:45Managing Subtotal Positions
  8:52Renaming Fields
  9:40Top 10 Filter
  9:22Four Ways to Remove Fields
  9:01Delete Report Filter Worksheets
  8:09Expanding: Collapsing
  8:14Correcting Number Fields Treated as Text
  8:08Convert Pivot Table to Values
  5:57Auditing Pivot Tables
Conclusion
  5:11XLS Files and Conclusion
Continuous Play
  1:40:02Excel Efficiency: Pivot Tables
SUPPORTING MATERIALS
  PDFSlides: Excel Efficiency: Pivot Tables
  PDFExcel Efficiency: Pivot Tables Glossary/Index
  XLSXWorkbook: Excel Efficiency: Pivot Tables
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM