Excel expert David Ringstrom, CPA, focuses on pivot table basics in this informative presentation. Pivot tables empower you to easily create reports from complex data, simply by using your mouse. David explains how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers with the Report Filter command, and much more. As is the case with many features in Excel, pivot tables have some quirks that can trip you up, so David points out traps and teaches you tricks to help ensure your reports are always accurate.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. David draws your attention to any differences in the older versions of Excel (2016, 2013, and earlier) during the presentation as well as in his detailed handouts. You’ll also discover some features only available in Office 365 but not in Excel 2019. 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.