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Excel Explained: Pivot Tables 101 Webinar


David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 and earlier) 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. Microsoft 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 2021, Excel 2019, and so on.

What You’ll Learn

  • Converting a pivot table to static numbers for archival purposes or to prevent drilling down into the underlying data
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook
  • Auditing the data source behind pivot tables in Excel spreadsheets
  • Preventing pivot tables from automatically resizing columns when you refresh or filter the data
  • Jump-starting pivot tables by way of the Recommended PivotTables feature in Excel 2013 and later
  • Exploring the nuances of formatting numbers within pivot tables
  • Avoiding the dreaded PivotTable Field Name Already Exists error prompt
  • Adding columns to a blank pivot table to create instant reports
  • Filtering pivot tables to show fewer columns and/or rows of data
  • Presenting the largest or smallest values in chart form by way of a Top 10 pivot chart
  • Repositioning or removing subtotals within pivot tables
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form

Who Should Attend
Practitioners who may benefit from learning how to use Excel pivot tables to create accurate reports.a