Seminar
Live Replay WebinarAdvanced level
K2's Excel PivotTables for Accountants (2 hours)
★★★★★
4.7 · 13 attendee ratings
Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then plan to participate in this course. You will learn how to build PivotTables, group data inside PivotTables – including grouping options for fiscal periods – and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables that connect dynamically to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day! This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.
Learning objectives
Upon completing this course, you should be able to:
- Identify the six main elements of a PivotTable report and their use when creating PivotTables
- Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
- Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
- Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
- Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
- Analyze data in PivotTables using tools and techniques, such as sorting, filtering, and Excel’s GETPIVOTDATA function
- Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact
Major topics
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
Formatting PivotTables
Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
Analytical techniques available in PivotTables
Who this is for
Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Prerequisites: Fundamental understanding of Microsoft Office Excel 2019 or newer
Course details
- Recommended CPE credit
- 2 — Specialized Knowledge
- Field of study
- Specialized Knowledge
- Program level
- Advanced
- Delivery method
- Group Internet Based
- Prerequisites
- Fundamental understanding of Microsoft Office Excel 2019 or newer
- Advance preparation
- None
- Length
- 1h 40m
- Course number
- 26c01455
- 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].
Your instructor
K2 Enterprises
Various Speakers · Accounting Technology · ★ 4.5 instructor rating
K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology. We make every effort to maintain a high level of integrity,...
Full profile →Attendee feedback
4.7
13 attendee ratings
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