Unlock the Power of Pivot Tables: Master Intermediate Excel Techniques

Take your Excel skills to the next level in this hands-on, fast-paced webinar focused on unlocking the true potential of Pivot Tables. Led by Excel expert David Ringstrom, CPA, this session will teach you how to clean up messy data, automate reports, and avoid common integrity pitfalls — all while speeding up your analysis workflow.

Whether you’re a financial analyst, accountant, or business professional, you’ll walk away with practical tools and shortcuts that save time and elevate your Excel expertise. From mastering calculated fields to using slicers and eliminating data errors, this session is designed to help you build smarter, more reliable Pivot Table reports.

David explains each technique twice — first with clear, step-by-step slides and then in a live Excel demo using Excel 2019. He also covers version-specific tips for Excel 2016, 2013, and 2010, and provides attendees with a robust handout and Excel workbook to practice on their own.

What You’ll Learn

• How to prep raw data for Pivot Table analysis with Excel’s Table feature
• Smart techniques to prevent data integrity issues when modifying source lists
• Building Pivot Tables from scratch and using calculated fields for custom math
• Introduction to Slicers for interactive filtering
• Speed tricks like Ctrl+Enter and Go To Special to manage large data sets
• Removing unwanted formatting and cleaning up reports post-analysis
• Using GETPIVOTDATA — when to use it, when to turn it off
• How to drill into Pivot Table values with just a double-click

Who Should Attend

This session is perfect for:

• Accountants, analysts, and finance professionals
• Administrative and operations staff handling data reports
• Anyone using Excel regularly and ready to go beyond the basics

Level: Intermediate
Pre-requisite: Familiarity with basic Pivot Table creation