PivotTables Part 2 (Video) (Course Id 2793)

Once you’re comfortable creating PivotTables, the next challenge is controlling calculations, layout, and output. In this intermediate-level session, David Ringstrom, CPA and author of Excel for Dummies, explores practical techniques for resolving common PivotTable data issues, managing subtotals, grouping and sorting results, and performing more advanced calculations. You’ll learn when to use calculated fields versus worksheet formulas, how functions like GETPIVOTDATA, GROUPBY, and PIVOTBY fit into modern analysis, and how to create clearer, more dynamic PivotCharts. The session also covers ways to control and protect PivotTable output, helping you deliver reliable results without unintended edits.

David H. Ringstrom, CPA, 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.

Course Learning Objectives

• Demonstrate knowledge of the nuance involved in sorting two or more row fields within a PivotTable.
• Define how the GROUPBY function aggregates data based on a grouping column and an aggregation function.
• State the purpose of the field buttons on a pivot chart.