Seminar
Live WebinarAdvanced level
K2's Excel PivotTables for Accountants
★★★★★
4.5 · 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, then this course is for you! In this dynamic and engaging session, you'll master how to: • Build PivotTables from scratch • Group data inside PivotTables, including options for fiscal periods • Create user-defined calculations in your PivotTables We start with the fundamentals and quickly move to advanced techniques, including: • Building PivotTables that consolidate data from multiple ranges • Connecting PivotTables dynamically to external databases and financial accounting systems • Leveraging other Excel features associated with PivotTables, such as Slicers, Power Query, and Power Pivot This seminar is a must for anyone eager to enhance their Excel skills and transform their workflow. With guidance and coaching from your K2 instructor, you'll 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
- Select appropriate tools to manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
- Determine the best process by which to link and import data from external data sources into PivotTables
- Use Consolidation PivotTables to consolidate data from multiple data sources in Excel
- Apply knowledge gained in this session to create enterprise-class PivotTables that integrate Power Pivot and Slicers
- Select appropriate tools and techniques, such as sorting, filtering, and Excel’s GETPIVOTDATA function, to analyze data summarized in PivotTables
Major topics
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
Formatting PivotTables
Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query
Analytical techniques available in PivotTables
Who this is for
Business professionals who want to use the power of Excel PivotTables to analyze and summarize data
Prerequisites: Fundamental understanding of Microsoft 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 (2 Accounting · 2 Computer Software and Applications)
- Field of study
- Accounting, Computer Software and Applications
- Program level
- Advanced
- Delivery method
- Group Internet Based
- Prerequisites
- Fundamental understanding of Microsoft Excel
- Advance preparation
- None
- Length
- 3h 20m
- Last revised
- Monday, Ja
- Course number
- 23s-ept
- 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.
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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
4.5
13 attendee ratings
Attendee reviews
★★★★★
“The instructor was engaging and kept things moving at a good pace.”
★★★★★
“Mac is exceptionally knowledgable in the area of Excel PivotTables, plus he has developed a presentation style over the years that keeps one's interest throughout an 8-hour CPE.”
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