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15EPT: Excel PivotTables for Accountants

If you have questions about this event, please call us at 952-831-2707.

Thursday, September 24, 2015
8:30am - 4:30pm Central Time
8 CPE (8 technical)
Minnesota Society of CPAs, Bloomington

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Alternate dates & more options

  • Wednesday, December 11, 2024 - Webinar

PivotTables are Excel's most powerful feature, 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 time. Take a look at helpful demonstrations of PivotTables' powerful tools and come away with sample data files and helpful how-to reference videos.

Major subjects

  • Best practices for creating and formatting PivotTables
  • How to group and ungroup data
  • How to create calculated items and fields
  • Tips for drilling down to underlying details
  • How to use field settings to alter the data displayed
  • How to sort and filter data
  • How to import data from your accounting system and prepare it for PivotTable use
  • How to build PivotTables consolidated from multiple data ranges
  • PivotTables linked to external databases and financial accounting systems
  • How to use tables and named dynamic ranges as PivotTable sources
  • How to construct consolidation PivotTables
  • Techniques for making calculations, including calculated items, field settings, new percentage options and more
  • How to create PivotTables in enterprise-class organizations using PowerPivot and slicers
  • Tools and techniques to analyze data, including sorting, filtering, extracting and working with PivotCharts
  • Tips on formatting, reporting, removing, grouping and organizing your data

Learning objective(s)

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

Who should take this program?

CPAs in industry and public practice

Fees

Our records indicate you are a nonmember. If you register, you will be charged $349.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $299.00
checkmark Standard Nonmember Fee $349.00

More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Minnesota Society of CPAs
1650 W 82nd St
Ste 600
Bloomington, MN
Area
of study
Information technology
Field(s)
of study
Specialized Knowledge - Technical (8.0)
Level Advanced
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. Fundamental understanding of Excel recommended.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more
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If you have questions about this event, please call us at 952-831-2707.