According to recent research from Microsoft, 80% of Excel users have never used pivot tables. In this practical and insightful presentation, Excel expert David H. Ringstrom, CPA, walks you through the fundamentals of creating and working with pivot tables. You’ll learn how to transform raw data into meaningful reports with just a few clicks.

Pivot tables can be incredibly powerful, but they also come with quirks that may trip up new users. David highlights these nuances to help you use pivot tables with confidence and avoid common pitfalls. Each technique is demonstrated twice—first on a PowerPoint slide with step-by-step instructions, and then live in the Office 365 version of Excel. He also notes any differences you’ll encounter in earlier versions of Excel (2019, 2016, 2013, and prior).

The session includes detailed handouts and an Excel workbook featuring most of the examples demonstrated during the webcast.

Note: Office 365 is a subscription-based platform that receives frequent feature updates, while perpetual license versions (like Excel 2019 or 2016) do not receive new features after purchase.