Pivot Tables Part 1

Astute Excel: Pivot Tables Part 1 Presented by David Ringstrom, CPA In this session Excel expert David H. Ringstrom, CPA,...

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Last updated May 9, 2024
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Astute Excel: Pivot Tables Part 1

Presented by David Ringstrom, CPA

In this session Excel expert David H. Ringstrom, CPA, helps you uncover the feature that Microsoft reports 80% of Excel users have yet to try. As you’ll see, pivot tables are an easy to use report-writing tool that instantly summarize lists of data with just a few actions with your mouse. Of course, when it comes to Excel there can be nuances that complicate things, which David bring these to your attention so that you can work effectively with pivot tables.

Topics Covered:

  • Discovering how to enable the Developer menu in Excel 2007 and later.
  • Gaining an understanding of Excel’s Goal Seek feature, which is useful in simplifying what-if analyses.
  • Learning how to play back macros you’ve recorded so as to eliminate repetitive or tedious tasks.
  • Using form controls to simplify data entry as well as control the input of other users.
  • Understanding the nuances of assigning keyboard shortcuts to macros in Excel to avoid superseding shortcuts for built-in features.
  • Learning what to do if a Debug prompt appears.
  • Adding error-handling features to Excel macros to compensate for unexpected or missing data entry inputs.
  • Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
  • Learning the nuances of the Excel Macro-Enabled Workbook in versions 2007 and later.

Learning Objectives:

  • Define how to adjust Excel’s macro security settings.
  • Demonstrate an enhanced understanding of Visual Basic for Applications (VBA) macros.
  • Learning the nuances of the Excel Macro-Enabled Workbook in versions 2007 and later.