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

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Author:

David Ringstrom, CPA

Course Length:

Pages: 3 ||| Review Questions: 6 ||| Final Exam Questions: 10

CPE Credits:

2.0

IRS Credits:

0

Price:

$29.95

Passing Score:

70%

Course Type:

Video
Advanced PivotTables (PivotTables Part 3) (Video) - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This advanced session demonstrates how to prepare messy data with Power Query and extend PivotTables with Power Pivot for faster, more reliable Excel reporting.

  • Demonstrates how to prepare messy source data using Power Query before building a PivotTable.
  • Covers how to control PivotTable refresh behavior and eliminate common layout conflicts.
  • Teaches how to extend PivotTable functionality using Power Pivot and automate recurring reporting tasks.
  • Worth 2.0 CPE credits in Computer Software and Applications as a self study video course on advanced PivotTable techniques, requiring a 10 question final exam preceded by 6 review questions and a 70% passing score.

Frequently Asked Questions:

The Advanced PivotTables course defines the purpose of linked pictures within Excel spreadsheets for dynamic reporting.

This course identifies the symbol that correlates with the spilled range operator in Excel.

This course names the Excel feature that allows you to store user defined lists for use in any workbook.

This advanced PivotTables video course carries 2.0 CPE credits in Computer Software and Applications as a NonTechnical, self study course, and requires a 70% passing score on a 10 question final exam preceded by 6 review questions (optional). CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

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.

Usage Rank:

10000

Release:

2026

Version:

1.0

Prerequisites:

Significant prior experience with Microsoft Excel is recommended.

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

None.

Delivery Method:

QAS Self Study

Intended Participants:

Anyone needing Continuing Professional Education (CPE).

Revision Date:

07-Mar-2026

NASBA Course Declaration:

Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.

Keywords:

Advanced PivotTables (PivotTables Part 3) (Video) - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

Upon completion of this course, participants will be able to do the following:
  • 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.

Course Contents:

Chapter 1 - Advanced PivotTables

Chapter 1 Review Questions

Key Terms

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