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Using Excel to Build Pivot Tables and Get Financial Information with a Screen Reader

Earlier this month I was part of a panel presentation at the American Council of the Blind’s summer convention. The panel spoke on financial literacy. My portion of the session dealt with using Microsoft Excel to create pivot tables and using what are known as datatypes in Excel with a screen reader. I wanted to make the materials from that presentation available. Resources include:

  1. Audio of my part of the presentation.
  2. A Word document containing the text of the presentation.
  3. A plain text transcript of the presentation.
  4. An example spreadsheet with pivot tables.
  5. A sample spreadsheet using datatypes for stock information.

Additional Resources

You can obtain more details on the features of Excel discussed in the presentation at the following locations:

  1. Creating Pivot Tables
  2. Excel Datatypes – Stocks and Geography
  3. List of datatypes in Excel
  4. Excel Stock History Function
  5. Sample Templates Using multiple data types
  6. Creating drop-downs in Excel using data validation
  7. Tables in Excel.

Pivot tables have been invaluable for me in Excel for many years. It is well worth the investment of time to understand how to create them.

The newer datatypes in Excel make getting a great deal of information on multiple topics relatively straight forward. Stocks and geography are just the beginning.

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