Excel PivotTable Basics (PivotTables Part 1) - Video (Course Id 2638)

• Who is this course for?
  This course is designed for anyone needing Continuing Professional Education (CPE), particularly CPAs, accountants, and other finance professionals who use Excel in their work.

• What is this course about or what problem does this course solve?
  The course teaches participants how to effectively create, customize, and manage Excel PivotTables to analyze large datasets, thereby solving the common challenge of data summarization and reporting.

• How can the knowledge from this course be used?
  Learners can apply the skills gained to quickly generate insightful data summaries using PivotTables, improve data analysis workflows, and tailor PivotTables for different reporting needs.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  This course equips financial professionals with practical Excel tools to enhance data analysis efficiency and accuracy, which is critical for informed decision-making and financial reporting.

• When is this course relevant or timely?
  The course is particularly relevant now due to the continuous updates in Excel 365 and the increasing reliance on data analytics in accounting practices.

• How is a course like this consumed or used?
  This self-study video course is consumed online, featuring step-by-step demonstrations, detailed handouts, and an Excel workbook with examples, allowing learners to follow along and practice at their own pace.

In this presentation author and Excel expert David H. Ringstrom, CPA, introduces you to the power and flexibility of PivotTables—Excel’s most effective tool for summarizing and analyzing large datasets. David walks you through the process of creating PivotTables from data ranges and Excel tables, and explains how to format your source data for best results. You’ll learn how to build and customize PivotTables, add or remove fields, rename headers, apply number formatting, and even switch to a tabular layout. He covers dynamic features like slicers and the Analyze Data tool (for Microsoft 365 users), while also addressing techniques for refreshing, auditing, and filtering PivotTables. Whether you're working with one summary or generating multiple PivotTables, you'll come away with practical strategies for extracting meaning from your data quickly and confidently.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Video - NASBA QAS - NASBA Registry - 2638

Course Learning Objectives

• Identify the location of the Field List command within Excel's ribbon menu interface.
• Recall the requirement that enables the Show Report Filter Pages command.
• Demonstrate how moving fields to the Columns area affects the structure of a PivotTable.

Chapter 1 - Excel PivotTable Basics (PivotTables Part 1)

Chapter 1 Review Questions

Key Terms