Event Description

PivotTables are among Excel’s most powerful reporting tools, but small setup and design choices can determine whether the results are useful, confusing, or incomplete. In this practical session, CPA and author of Microsoft 365 Excel for Dummies David Ringstrom demonstrates how to build PivotTables that summarize detailed data clearly, adapt to changing questions, and remain accurate as source data evolves.

You’ll learn how to identify data that is suitable for PivotTable analysis, create and arrange a basic PivotTable, add fields to reveal different perspectives, and focus reports with filters and slicers. David also explains how to refresh PivotTables when source data changes and how to audit the results so that attractive summaries do not conceal missing or incomplete information.

Rather than treating PivotTables as a one-click reporting feature, this session shows how to move from raw data to a flexible, trustworthy summary that you can confidently use in accounting and financial reporting workflows.

Topics covered
• Identifying source data that is properly structured for PivotTable analysis.
• Creating a PivotTable from a data range.
• Arranging fields to build a useful summary.
• Adding columns to compare information across categories or periods.
• Filtering PivotTable results and using slicers for visual report control.
• Refreshing PivotTables when source data changes.
• Auditing PivotTables to identify omitted or incomplete source data.

Objectives

• Identify characteristics of data that is suitable for PivotTable analysis.
• Create and arrange a PivotTable to summarize detailed records.
• Apply filters and slicers to focus PivotTable reports.
• Refresh and audit PivotTables to maintain accurate results.