Excel Explained: PivotTables 101

Date:

Apr 17, 2026

Register

PivotTables are one of Excel’s most powerful tools—when you know how to use them well. In this session, David Ringstrom, CPA and author of Excel for Dummies, shows how to build, customize, filter, refresh, and audit PivotTables to generate faster, more reliable insights.

Agenda

April 17, 2026
11:00 am - 1:00 pm EST

PivotTables are one of Excel’s most powerful features—when you know how to use them properly. In this comprehensive session, David Ringstrom, CPA and author of Excel for Dummies, guides you through building, customizing, and managing PivotTables with confidence. You’ll learn how to prepare ideal source data, create PivotTables from ranges or Excel tables, add and remove fields efficiently, control layouts and formatting, and filter results using built-in tools such as Top 10 filters, slicers, and report filters. The session also covers refreshing and auditing PivotTables, generating multiple reports at once, and leveraging newer features like Recommended PivotTables and Analyze Data. Designed for Excel users who want faster insights with fewer missteps, this webinar provides a practical foundation you can use immediately.

Topics

What You'll Learn

  • Exploring the PivotTable ribbon tabs and PivotTable Field List.
  • Creating a table to prep for summarizing data with PivotTables or Power Pivot.
  • Collapsing or expanding PivotTable fields to view different levels of summary or detail.
  • Identifying the ideal data for analysis with Excel’s PivotTable feature.
  • Generating PivotTables and PivotCharts from suggested insights.
  • Selecting items to display and recognizing filter indicators.
Speaker(s)

David H. Ringstrom
CPA

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you", so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Additional Information

Who Should Attend?

Designed for Excel users who work with summarized data and want to build, customize, and manage PivotTables more efficiently and confidently.

Fees

Live Webinar - $299.00

  • Live Access
  • 30 Days OnDemand Playback
  • Presenter Materials and Handouts

Available Upgrades

  • 12 Months OnDemand Playback - $120.00 Per Person
  • 12 Months OnDemand Playback + Digital Download - $150.00 Per Person
  • Additional Live Access - $95.00 Per Person

**100% surcharge applied to non-members.

Association Contact
Susan Clark   Silvia Regalado
Professional Development Coordinator   Professional Development Coordinator
o: 317-387-9380   o: 317-387-9380
d: 317-333-7169   d: 317-333-7170
sclark@indiana.bank   sregalado@indiana.bank