Transform overwhelming data into clear, dynamic reports without writing complex formulas. Master drag-and-drop techniques that let Excel do the heavy lifting for you.
Led by David Ringstrom, CPA, this course is designed to demystify one of Excel’s most intimidating yet efficient features. While many users feel that PivotTables are difficult to master, they are actually a straightforward report-writing tool that allows you to transform vast lists of data into meaningful summaries simply by dragging and dropping. Whether you are a novice looking to get started or an experienced user aiming to fill in knowledge gaps, this session will help you turn the tide and get Excel to do the heavy lifting for you.
Throughout this presentation, you will learn how to overcome the quirks and nuances of the PivotTable interface, manage information overload, and create instant reports without writing complex formulas. David shares decades of strategic consulting experience to help you establish a solid foundation, covering everything from proper data structure to advanced filtering techniques. By the end of this course, you will be able to build robust reports, avoid common data integrity issues, and utilize automation features to streamline your workflow.
Course topics and key learning outcomes include:
This course demonstrates techniques in Microsoft 365 for Windows, but also addresses functionality differences for Mac users. By mastering these skills, you will be able to efficiently summarize data, minimize repetitive tasks, and produce accurate, dynamic reports with confidence.
CPA, Author, Professional Excel Spreadsheet Trainer and Consultant
David H. Ringstrom, CPA, is the author of Microsoft 365 Excel for Dummies, and a nationally recognized instructor who has taught over 2,500 live webinars. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should know about Microsoft Excel. His goal is to empower you to use Excel more effectively. David has authored or co-authored 10 books, including Exploring Microsoft Excel's Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
