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Linked Worksheets- What You Need to Know

Price: $29.99

CPE Credits: 2.0

Category: , ,

Course Number: VCXLNKDR

linked worksheets

Description:
In this session Excel expert David H. Ringstrom, CPA, gets you up to speed on the basics of creating and using Excel pivot tables. Pivot tables allow you to instantly summarize lists of data into meaningful reports with just a few actions with your mouse. As with many aspects of Excel, pivot tables have several nuances that can frustrate new users, so David will be sure to bring these to your attention so that you can use the feature effectively.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.

Topics Covered:

  • Repositioning or removing subtotals within pivot tables.
  • Employing pivot tables to count the number of times an item appears in a list.
  • Repositioning or removing subtotals within pivot tables.
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
  • Adding fields to a blank pivot table to create instant reports.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Jump-starting pivot tables by way of the Recommended Pivot Tables feature in Excel 2013 and later.
  • Understanding the nuances of formatting numbers within a pivot table.
  • Deleting a group of worksheets all at once from within an Excel workbook.
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
  • Presenting the largest or smallest values in chart form by way of a Top 10 pivot chart.

Delivery Method: Online QAS Self Study.

Level: Basic

Version:  Webcast covers Excel 2016 however differences in Excel 2007,2010 and 2013 versions are discussed.

Prerequisites:  None

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: September 2018

Format:  On-demand webcast ( video of a webinar)
Run-Time: 1 hr; 40 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recall how to link Excel workbooks to other sources.
  • Identify how to minimize data-integrity risks that can arise from workbook links.
  • Apply security prompts and settings related to linked workbooks.

Description:
In this session Excel expert David H. Ringstrom, CPA, gets you up to speed on the basics of creating and using Excel pivot tables. Pivot tables allow you to instantly summarize lists of data into meaningful reports with just a few actions with your mouse. As with many aspects of Excel, pivot tables have several nuances that can frustrate new users, so David will be sure to bring these to your attention so that you can use the feature effectively.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.

Topics Covered:

  • Repositioning or removing subtotals within pivot tables.
  • Employing pivot tables to count the number of times an item appears in a list.
  • Repositioning or removing subtotals within pivot tables.
  • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
  • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
  • Adding fields to a blank pivot table to create instant reports.
  • Creating a pivot table to transform lists of data into on-screen reports.
  • Jump-starting pivot tables by way of the Recommended Pivot Tables feature in Excel 2013 and later.
  • Understanding the nuances of formatting numbers within a pivot table.
  • Deleting a group of worksheets all at once from within an Excel workbook.
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
  • Presenting the largest or smallest values in chart form by way of a Top 10 pivot chart.

Delivery Method: Online QAS Self Study.

Level: Basic

Version:  Webcast covers Excel 2016 however differences in Excel 2007,2010 and 2013 versions are discussed.

Prerequisites:  None

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: September 2018

Format:  On-demand webcast ( video of a webinar)
Run-Time: 1 hr; 40 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recall how to link Excel workbooks to other sources.
  • Identify how to minimize data-integrity risks that can arise from workbook links.
  • Apply security prompts and settings related to linked workbooks.
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