In this presentation author and Excel expert David H. Ringstrom, CPA, introduces you to the power and flexibility of PivotTables—Excel’s most effective tool for summarizing and analyzing large datasets. David walks you through the process of creating PivotTables from data ranges and Excel tables, and explains how to format your source data for best results. You’ll learn how to build and customize PivotTables, add or remove fields, rename headers, apply number formatting, and even switch to a tabular layout. He covers dynamic features like slicers and the Analyze Data tool (for Microsoft 365 users), while also addressing techniques for refreshing, auditing, and filtering PivotTables. Whether you’re working with one summary or generating multiple PivotTables, you’ll come away with practical strategies for extracting meaning from your data quickly and confidently.

Learning Objectives:
• Identify the location of the Field List command within Excel’s ribbon menu interface.
• Recall the requirement that enables the Show Report Filter Pages command.
• Demonstrate how moving fields to the Columns area affects the structure of a PivotTable.

To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.

Upon course completion a course evaluation form is provided for your feedback.

You have 1 year from the time of purchase/enrollment to complete the course.

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