Intermediate Pivot Tables in Excel: Automate, Analyze, Avoid Errors

Marketing and Empathy Psychology

By - David H. Ringstrom, CPA

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Unlock the Power of Pivot Tables: Master Intermediate Excel Techniques

Take your Excel skills to the next level in this hands-on, fast-paced webinar focused on unlocking the true potential of Pivot Tables. Led by Excel expert David Ringstrom, CPA, this session will teach you how to clean up messy data, automate reports, and avoid common integrity pitfalls — all while speeding up your analysis workflow.

Whether you’re a financial analyst, accountant, or business professional, you’ll walk away with practical tools and shortcuts that save time and elevate your Excel expertise. From mastering calculated fields to using slicers and eliminating data errors, this session is designed to help you build smarter, more reliable Pivot Table reports.

David explains each technique twice — first with clear, step-by-step slides and then in a live Excel demo using Excel 2019. He also covers version-specific tips for Excel 2016, 2013, and 2010, and provides attendees with a robust handout and Excel workbook to practice on their own.

What You’ll Learn

How to prep raw data for Pivot Table analysis with Excel’s Table feature
Smart techniques to prevent data integrity issues when modifying source lists
Building Pivot Tables from scratch and using calculated fields for custom math
Introduction to Slicers for interactive filtering
Speed tricks like Ctrl+Enter and Go To Special to manage large data sets
Removing unwanted formatting and cleaning up reports post-analysis
Using GETPIVOTDATA — when to use it, when to turn it off
How to drill into Pivot Table values with just a double-click

Who Should Attend

This session is perfect for:

Accountants, analysts, and finance professionals
Administrative and operations staff handling data reports
Anyone using Excel regularly and ready to go beyond the basics

Level: Intermediate
Pre-requisite: Familiarity with basic Pivot Table creation

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Webinar Type

Clear

Speaker Detail

David H. Ringstrom, CPA, is a nationally recognized Microsoft Excel expert and the president of Accounting Advisors, Inc., an Atlanta-based firm he founded in 1991. With over three decades of experience, David has built a reputation for translating complex Excel functionality into practical, real-world solutions for accounting and finance professionals. A seasoned educator and consultant, David delivers Excel training through live webinars, on-demand courses, and in-house programs. He has taught hundreds of Excel-focused sessions across the country and is a frequent speaker at industry conferences. His teaching style is known for its clarity, hands-on approach, and emphasis on time-saving techniques.