• Course Information

    Title: Excel Illuminated: PivotTables - Part 2
    Category: Computer Software
    Field of Study: Computer Software and Applications
    Course Code: S020-0702
    CPE Credits: 2.0
    Price: $19.95
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Description

Description:
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 the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, 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 video.

Delivery Method: Online Interactive Self-Study - Video

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Course Details

Author: David Ringstrom

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 05/11/2020

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Objectives

Objectives:
1. Recognize which menus appear and disappear as you click within or outside of a pivot table.
2. Identify the mouse action that enables you to reconstruct the underlying pivot table source data.
3. Recognize how to enable or disable the GETPIVOTTABLE feature in Microsoft Excel.

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

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