PivotTables Part 2 (Video) (Course Id 2793)

• Who is this course for?
  This course is designed for CPAs, accountants, and other professionals seeking Continuing Professional Education (CPE) who have prior experience with Microsoft Excel and want to deepen their understanding of PivotTables.

• What is this course about or what problem does this course solve?
  This course focuses on improving how users control PivotTable calculations, layout, and output by addressing common data issues, managing subtotals, grouping and sorting results, and performing more advanced calculations.

• How can the knowledge from this course be used?
  The knowledge gained can be used to analyze data more effectively in Excel by applying calculated fields, worksheet formulas, and functions such as GETPIVOTDATA, GROUPBY, and PIVOTBY, as well as by creating clearer PivotCharts.

• Why is this course important to a CPA or Accountant?
  This course is important because it helps CPAs and accountants produce more reliable and organized data analysis in Excel while preventing unintended changes to PivotTable outputs.

• When is this course relevant or timely?
  This course is relevant when professionals need to perform more advanced data analysis in Excel, resolve PivotTable data issues, or present summarized financial or operational data more effectively.

• How is a course like this consumed or used?
  This is a QAS self-study video course where participants watch demonstrations, follow along with examples, and complete a final exam with a minimum passing score of 70% to earn CPE credit.

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.

Video - NASBA QAS - NASBA Registry - 2793

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.

Chapter 1 - PivotTables Part 2

Chapter 1 Review Questions

Key Terms