Conference Description:

In this empowering presentation, Excel expert David Ringstrom, CPA, teaches you the basics of creating and using Excel pivot tables. Pivot tables equip you to easily create reports from complex data simply by using your mouse. David demonstrates how to initiate a pivot table from a list of data, add fields, dig deeper into the numbers, and much more. In addition, David points out pivot tables traps and shares tricks to help ensure your reports are accurate.

Areas Covered in the Session:

>. Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
>. Using Excel’s PivotTable feature to quickly identify anomalies within QuickBooks data.
>. Adding fields to pivot tables.
>. Discovering how pivot tables differ from worksheet formulas and learning the importance of the Refresh command.
>. Identifying the requirements of ideal data sets to be analyzed within your pivot tables.
>. Avoiding frustration by understanding the nuances of pivot table formatting.
>. Learning the nuances associated with subtotaling data within a pivot table.
>. Creating a macro that will automatically remove the words “Sum Of” from your pivot table fields.

Who Should Attend:

>. CFOs
>. CPAs
>. Controllers
>. Investment Analysts
>. Financial Analysts
>. Business Analysts
>. Forecasting & Planning Teams
>. M&A Specialists (Mergers & Acquisitions)
>. Risk Managers
>. Strategic Planners
>. Capital Expenditure Planners