Live WebinarIntermediate level

Eight Awesome PivotTable Features

★★★★☆ 4.0 · 1 attendee ratings

Are you looking to take your PivotTables to the next level? Many experts consider PivotTables to be Excel's most powerful feature. Yet, most who create and work with them barely scratch the surface of all that PivotTables can do. In this session, you'll learn eight powerful features you may have missed. From user-defined calculations to consolidating reports and adding KPIs, we'll show you how to get the most out of your PivotTables. These are just some examples of the great things you can do with PivotTables, and in this session, you will learn these and other techniques to make your PivotTables even more powerful.

CPE Credits4
Length3h 20m
Instructor Tommy Stephens

Learning objectives

Upon completing this course, you should be able to:

  • Name at least two benefits of using PivotTables for data consolidation needs
  • List the steps necessary to add Key Performance Indicators to PivotTables
  • Differentiate between Slicer and Timeline filters
  • Identify three types of user-defined calculations in PivotTables
  • Cite examples of potential benefits associated with linking data into PivotTable reports

Major topics

Adding user-defined calculations to PivotTables Enhancing PivotTables with Key Performance Indicators Using PivotTables to consolidate “standard” Excel reports Creative ways to filter PivotTables Linking accounting software data into PivotTables

Who this is for

Prerequisites: Working knowledge of PivotTables created using Microsoft Office Excel

What's included

Every registration comes with the course materials — yours to keep.

  • Course handout PDF
  • Demonstration & sample files ZIP

Course details

Recommended CPE credit
4 — Computer Software and Applications
Field of study
Computer Software and Applications
Program level
Intermediate
Delivery method
Group Internet Based
Prerequisites
Working knowledge of PivotTables created using Microsoft Office Excel
Advance preparation
None
Length
3h 20m
Course number
22c-8ptf
Provider
K2 Enterprises

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

How to attend this course

This course isn’t sold on its own — it’s offered exclusively at these events. One registration covers the event: you attend this course on its scheduled day, plus everything else the event offers.

Sep 17
AI-Powered Productivity & Intelligent Automation Week Seminar · Sep 14–17, 2026 · Online · this course runs Sep 17, 2026 · event offers up to 30 credits
$175/day View event

Your instructor

Tommy Stephens

Tommy Stephens

Partner · K2 Enterprises · ★ 4.6 instructor rating

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began...

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