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Excel Competency: Introduction to Pivot Tables

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In this comprehensive webcast presented by Excel expert David Ringstrom, CPA, you’ll gain the knowledge needed to transform your data into a pivot table-ready format and instantly create reports by simply dragging and dropping fields with your mouse. Step-by-step, David shows you how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers, and more. In addition, he points out pivot tables traps and shares tricks to help ensure your reports are accurate. David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. Learning Objecti...

Excel Pivot Tables

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Excel pivot tables are very useful and powerful feature of MS Excel.  They can be used to summarize, analyze, explore and present your data. In this page, you can learn about Excel Pivot Tables, How to use them, Examples Pivot Table Reports & More. What is a Pivot Table? Excel Pivot Tables help you take a table (or list) of data and then create a report from it,  instantly . For eg. you can take a bunch of sales data and then create a report on region-wise sales performance by Product. How to Create a Pivot Table in Excel? Creating a pivot table in Excel is very simple. Just follow these steps. Arrange your data in a table like fashion. Make sure there are no blank rows. Select your data and go to Insert > Pivot from Ribbon (or press ALT+DP) Top 5 Tips on Pivot Tables You can do a lot of reporting & analysis using Pivot Tables. Keep these 5 tips in mind next time you are using Pivot Tables. Click on the links to view the tip in detail. ...

8 Reasons to Use PowerPoint Rather Than Excel For Business Reports

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PowerPoint™ and Excel™. Two popular Microsoft products used extensively in business. But which one is more powerful for creating business reports? Since a lot of the data needed for reports is often already in Excel, many people automatically use Excel to create reports and charts for reporting to management and stakeholders. But, in our experience, we have found that  PowerPoint is usually the better business reports tool . Here’s why: 1. PowerPoint is Made for Presenting Reports Excel’s main reason to be is to collect numbers and data and perform calculations. Yes, it does offer charts and graphs, but no real way to sort multiple charts and show them easily to a group. PowerPoint, on the other hand is made for presenting. PowerPoint’s “slide show” approach lets the users to easily move from one slide to another with a simple mouse click and move forward and back through the presentation. With Excel , the user has to flip back and forth through worksheets which i...