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.
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.
