K2's Excel PivotTables for Accountants

Code: EPT

Date Tuesday, August 22, 2017
Time 8:30am - 4:30pm
Central Time
Location Minnesota Society of CPAs
1650 W 82nd St Ste 600
Bloomington, MN 55431-1458
Map & directions
 
CPE credits CPE 8.0
Instructor Brian Tankersley, CPA, CITP, CGMA
K2 Enterprises
Fees
Standard member fee $325.00
checkmarkStandard nonmember fee $375.00

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Description

PivotTables is one of Excel's most powerful features, yet few accountants use them in their day-to-day activities. Whether you're intimidated or just unfamiliar with them, you're only a seminar away from using PivotTables to accomplish routine data analysis and reporting, work more productively, and save yourself time on everyday Excel tasks.

Who should take this program?

CPAs in industry and public practice

Major subjects

  • How to create PivotTables and manipulate data using grouping techniques, modified field settings, user-defined calculations, and sorting and filtering
  • How to import, link and consolidate data from external databases or financial accounting systems into PivotTables
  • How to use tables and data models as data sources for PivotTables
  • How to use PivotTables to consolidate data from multiple data sources in Excel
  • How to create user-defined calculations within PivotTables
  • How to construct PivotTables using Power Pivot and slicers
  • Data analysis tools and techniques -- sorting, filtering, Excel's GETPIVOTDATA function and PivotCharts
  • How to create multiple PivotTables from a single data source
  • How to group PivotTable data into fiscal reporting periods
  • How to keep PivotTable row order intact

Learning objective(s)

  • Understand how to use PivotTables for routine data analysis and reporting

Notes:

Course code Code EPT
Sponsor MNCPA
NASBA ID#: 139884
Level Advanced
Field(s)
of study
Accounting (4), Computer Software & Applications (4)
Format Group Live
Prerequisites Prereq. Fundamental understanding of Excel 2007 or newer recommended.
Advance
prep
None