Advanced PivotTables (PivotTables Part 3) (Video) (Course Id 2784)

• Who is this course for?
  This course is intended for professionals seeking Continuing Professional Education (CPE), particularly those who already have significant experience with Microsoft Excel and want to deepen their PivotTable skills.

• What is this course about or what problem does this course solve?
  This course focuses on advanced PivotTable techniques in Excel, including preparing messy data with Power Query, managing refresh behavior, resolving layout issues, extending PivotTables with Power Pivot, and automating reporting tasks.

• How can the knowledge from this course be used?
  The knowledge can be used to create faster, more reliable, and scalable Excel reporting workflows by improving data preparation, enhancing PivotTable functionality, and automating analysis and formatting.

• Why is this course important to a CPA or Accountant?
  This course helps CPAs and accountants improve efficiency and accuracy when analyzing financial or operational data in Excel by using advanced PivotTable features and automation techniques.

• When is this course relevant or timely?
  This course is relevant when professionals need to manage large datasets, streamline reporting processes, or enhance their Excel-based analysis using modern features such as Power Query and Power Pivot.

• How is a course like this consumed or used?
  This self-study video course is completed by watching the instructional webinar, reviewing the provided materials and examples, and passing the final exam with a score of at least 70% to earn CPE credit.

PivotTables become far more powerful when paired with clean data, intelligent modeling, and automation. In this advanced session, David Ringstrom, CPA and author of Excel for Dummies, demonstrates how to prepare messy data with Power Query, control refresh behavior, and eliminate common PivotTable headaches such as layout conflicts and manual cleanup. You’ll see techniques for extending PivotTables with Power Pivot, managing advanced layout behavior, and automating formatting and analysis through reusable macros and Quick Access Toolbar shortcuts. Designed for users who already understand PivotTables and want faster, more reliable, and more scalable reporting, this webinar focuses on practical workflows you can reuse again and again.

David has more than 30 years of experience as a spreadsheet and accounting software consultant and speaker. He has presented over 2,500 live webinars and is the author or co-author of ten books, including “Microsoft 365 Excel All-in-One for Dummies”, “Microsoft 365 Excel for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and “QuickBooks Online for Dummies”.

In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts. Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.

Video - NASBA QAS - NASBA Registry - 2784

Course Learning Objectives

• Define the purpose of linked pictures within Excel spreadsheets.
• Identify the symbol that correlates with the spilled range operator in Excel.
• Name the Excel feature that allows you to store user-defined lists for use in any workbook.

Chapter 1 - Advanced PivotTables

Chapter 1 Review Questions

Key Terms