Maximize Excel: Intermediate Pivot Tables
Presented by David H. Ringstrom, CPA
 
Event Date: 10/14/26 
Time: 12:00 -2:00 PM Eastern
 
Excel expert David Ringstrom, CPA, teaches you how to push the boundaries of pivot tables in this comprehensive presentation. Step-by-step, he demonstrates how to use the PivotTable feature, the PowerPivot feature, the Recommended PivotTables feature, and others. David also explains how to create self-updating titles for charts and pivot charts, expand and collapse pivot table elements, drill down into numbers with a simple double-click, and more.
 
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.
 
 
Topics covered:
 
• Adding a percentage column to a pivot table with just a couple of mouse actions.
 
• Adding rows to a blank pivot table to create instant reports.
 
• Building a pivot table report from a list of data.
 
• Controlling information overload within pivot charts by filtering.
 
• Creating a pivot table to transform lists of data into on-screen reports.
 
• Developing calculated fields that perform math on data within the source data.
 
• Drilling down into the details behind any amount within a pivot table with just a double-click.
 
• Filling all blank cells within a list of data at once by way of the Ctrl-Enter keyboard shortcut.
 
• Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature.
 
• Improving the integrity of pivot tables by utilizing the Table feature in Excel.
 
• Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
 
• Saving time by setting reports exported from QuickBooks Online to open automatically in Excel.
 
Learning objectives:
• Identify how to quickly transform lists of raw data into usable reports in just a few simple steps.
• Apply the PowerPivot feature and the Recommended PivotTables feature.
• Recall how to compare calculation methods within pivot tables