K2's Mastering PivotTable Calculations and Data Summaries
Earn 2 CPE Credits!
Exam price $89.

All of our materials/exams are NASBA and the AICPA approved the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Exam purchase includes

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Instructor discussion forum


PivotTables have never been easier to build than they are in the latest versions of Excel. But, how do you handle calculated fields and calculated items, data grouping, simple data summaries, and special "show values as" data summaries? And how do you deal with non-calendar fiscal years or 4-4-5 calendar periods? What problems does the Excel Data Model present to experienced PivotTable users, and how do you workaround these problems? Get the answer to these questions and more in this session on mastering PivotTable calculations and data summaries.

  • Create calculated fields and calculated items for better data analysis
  • Calculate between-period differences using special data summaries
  • Demonstrate how to calculate fiscal months, fiscal quarters, and fiscal years for use with non-calendar fiscal periods
  • Describe how to summarize data when working with 4-4-5 and thirteen 28-day calendars
  • Identify the advantages and disadvantages of using the Excel Data Model as a PivotTable data source
  • Explain how to relate multiple data sources using VLOOKUP or Data Relationships
  • None
  • Good working knowledge of Excel and PivotTables
  • Advanced
  • 103648

No Reviews