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Courses/Office Productivity/NASBA - Computer Software & Applications

Exceptional Excel - Advanced Pivot Tables

Excel Pivot Tables: From Data Extraction to Automation - Mastering Advanced Techniques for Efficient Data Analysis"

Created byLambers Inc.
5.0
(4 reviews)
BeginnerUpdated Jan 22, 2025
Exceptional Excel - Advanced Pivot Tables

What You'll Learn

check_circleApply the Custom Lists feature to override the default sort order within pivot tables.
check_circleState how to create Pivot Tables from information you extract from databases.
check_circleIdentify Pivot Table data in new ways by grouping based on dates or custom arrangements that you define.
check_circleUse dynamic Slicers, Timelines, and Linked Pictures to build interactive dashboards and synchronized displays.

About This Course

Unlock the full potential of Excel Pivot Tables in this advanced course, "Exceptional Excel - Advanced Pivot Tables". Moving beyond the fundamentals, you'll gain the expertise to connect to external data sources like Access databases, efficiently manage data refreshing, and customize sorting using powerful custom lists.

This course tackles common frustrations and repetitive tasks by showing you how to leverage macros for automatic number formatting, cleaning up data issues like text numbers causing counts instead of sums, and removing unsightly "Sum of" prefixes. You'll also learn to handle complex date-based reporting, including grouping by standard or custom fiscal periods.

Key skills you'll master include:

  • Connecting Pivot Tables to external databases (Access, SQL Server).
  • Controlling data refresh behavior.
  • Customizing sort orders with Custom Lists.
  • Automating formatting and cleanup with time-saving macros and Quick Access Toolbar icons.
  • Troubleshooting and fixing common data issues (blank cells, text values).
  • Grouping data by dates, quarters, years, and creating custom periods.
  • Using dynamic Slicers and Timelines for interactive filtering across multiple reports.
  • Creating professional dashboards with multiple Pivot Tables using Linked Pictures.
  • Resolving compatibility issues with older workbook formats.
  • Identifying sources of duplicated data in reports.

Elevate your reporting capabilities, save significant time, and build truly exceptional Pivot Table reports that provide deeper insights and streamline your workflow.

Your Instructors

Lambers Inc.
Lambers Inc.
menu_book146 courses
star5,391 reviews

Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.

David H. Ringstrom
David H. Ringstrom

CPA

David H. Ringstrom, CPA, is President of Accounting Advisors, Inc., a spreadsheet and database consulting firm. He is a Certified Public Accountant, a technical editor for the For Dummies book series, and the author or co-author of five books, including previous editions of QuickBooks

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

5.0
Student's Choice
4 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.