Excel PivotTables - Basics and Beyond

Anne Sadovsky

Anne Sadovsky

Anne Sadovsky has been in the apartment industry five decades and is a former V P of Marketing and Education for Lincoln Property Company. Her credentials include NAAEI Advanced Facilitator, CAM, and CAPS. She is a contributing writer for many publications, had earned a Texas Real Estate license and certified Speaking credentials from the...
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Pre-recorded
90 Mins
Anne Sadovsky

The passage of the Families First and Cares Acts has caused massive changes to IRS Form 941 that affect the final three quarters in 2020! 16 new lines now appear on this form along with changes to two others! Are you ready to meet these changes and handle them correctly?

Here are just some of the new items you must now know and understand:

  • What has changed in Line 11?
  • Where do you enter your total non-refundable credits?
  • Where do you enter the deferred amount of the employer share of social security tax?
  • Where do you enter total deposits, deferrals, and refundable credits?
  • What is entered on Line 22?

Webinar Highlights


  • What is a PivotTable – examples of PivotTables
  • Creating a simple PivotTable in 6 clicks
  • Sum, count and percent – how to change what is displayed
  • Making a PivotTable report eye-catchingly appealing
  • Changing the layout of a PivotTable
  • Displaying the data in a PivotTable in alphabetical or numerical order
  • Using filters to display specific items in a PivotTable
  • Grouping the data by month, year or quarter in a PivotTable
  • Representing the PivotTable data as a chart/graph
  • Best practices for updating a PivotTable when the source data changes
  • Calculating month-on-month difference and running/cumulative totals
  • Using formulas to create additional calculated items
  • Slicers – the new visual way to filter a PivotTable
  • GETPIVOTDATA – When to use and when to avoid

Who Should Attend


  • Anyone who needs to use Excel to quickly build reports and summaries
  • Those wanting to learn how to create Pivot Tables to improve their knowledge of Excel
  • Those Excel users who may not be proficient in Excel but can create basic worksheets and can copy and paste and apply basic formatting to cells
To access this webinar, kindly reach out to our customer support team at support@complianceducator.com.

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