Excel Agility: Pivot Tables - Advanced

Live Webinar or Recording

July 9, 2026, 2:00 pm - 3:40 pm Eastern

Credit: CPE: 2, ATAAA: 1.5, ATAOP: 1.5, ATATX: 1.5 (Live Only)

Mastering pivot tables is one of the fastest ways to analyze and summarize large amounts of data in Microsoft Excel. In this comprehensive webcast, Excel expert David Ringstrom, CPA, demonstrates advanced techniques that help users push the boundaries of pivot tables while adding greater interactivity and efficiency to their reporting processes. Attendees will learn how to group and organize data in new ways, create simple macros to eliminate common pivot table frustrations, leverage Excel’s Slicer and Timeline features, and sort data using customized hierarchies.

Throughout the session, David demonstrates every technique twice - first through easy-to-follow PowerPoint slides with numbered instructions and then live within the subscription-based Microsoft 365 version of Excel. He also highlights differences users may encounter in earlier versions of Excel, including Excel 2019, Excel 2016, Excel 2013, and prior editions. In addition, attendees receive detailed handouts and an Excel workbook containing many of the examples featured during the webcast, making it easy to apply these practical techniques immediately in the workplace.

Microsoft 365 is a subscription-based platform that delivers ongoing feature updates, often monthly, while perpetual licensed versions of Excel, such as Excel 2019 and Excel 2016, maintain fixed feature sets. This webinar provides valuable guidance for users across both environments, helping attendees maximize the capabilities of the version they use every day.

Description

• Customizing pivot table sort orders and grouping data into meaningful arrangements.
• Using Slicers and Timelines to filter one or multiple pivot tables interactively.
• Preventing common pivot table issues, including duplicate data, resizing columns, and worksheet conflicts.
• Refreshing and managing pivot tables efficiently within Excel workbooks.
• Summarizing and analyzing data from Microsoft Access databases without requiring Access to be installed.
• Displaying pivot table data in alternative layouts, including Tabular Format for improved readability.
• Creating simple macros to streamline pivot table formatting and reporting tasks.

Your Benefits For Attending

• Recall how macros can help you format pivot table data faster and more efficiently.
• Define how to create pivot tables from information extracted from databases.
• Identify new ways to summarize pivot table data by grouping based on dates or custom arrangements.
• Discover how to use Slicers and Timelines to create more interactive pivot table reports.
• Learn techniques to troubleshoot duplicate data and avoid common pivot table conflicts.

This webinar will help you work more efficiently with Excel pivot tables while improving your ability to analyze, organize, and present data effectively. Whether you use Microsoft 365 or earlier versions of Excel, you’ll gain practical techniques that can immediately streamline your reporting and data analysis tasks.

Who Should Attend:
Practitioners who want to expand their knowledge of pivot tables to manipulate, summarize, and analyze data faster and more efficiently.

Level: Intermediate
Format: Group Internet Based
Instructional Method: Live Webcast
NASBA Field of Study: Computer Software & Applications (2 hours)
Program Prerequisites: Basic knowledge of Pivot Tables
Advance Preparation: No

Guest Speaker: David H. Ringstrom, CPA - Accounting Advisors Inc.

Level: Basic

Format: Live Webcast

Field of Study: Computer Software & Applications

Program Prerequisites: None

Advanced Preparation: None

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or training@auroratrainingadvantage.com.

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in administrative.

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in operations.

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.