24SR-P035: K2's Excel PivotTables for Accountants (Virtual)
Wednesday, December 11, 2024
9:00am - 4:30pm Central Time
8 CPE (4 technical, 4 non-technical)
Many accounting and financial professionals consider pivot tables the most powerful feature in Excel, yet most do not use them in their day-to-day activities. Let’s change that! Learn how to build pivot tables, group data and create user-defined calculations. Discover advanced techniques, including building pivot tables that consolidate data from multiple data ranges and pivot tables that connect dynamically to external databases and financial accounting systems. Discover additional Excel features associated with pivot tables, including Slicers, Power Query and Power Pivot.
Major subjects
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Pivot table fundamentals, including Recommended PivotTables and the six elements of pivot tables
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Formatting pivot tables
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Advanced pivot table techniques and options, including consolidation pivot tables, user-defined calculations, and working with Power Pivot
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Analytical techniques available in pivot tables
Learning objective(s)
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Identify the six main elements of a pivot tables report and their use when creating pivot tables
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Create pivot tables and manipulate data in pivot tables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
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Import and link data from external data sources into pivot tables
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Use tables and data models as data sources for pivot tables
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Create consolidation pivot tables to consolidate data from multiple data sources in Excel
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Construct pivot tables in enterprise-class organizations using Power Pivot and Slicers
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Analyze data in pivot tables using tools and techniques, such as sorting, filtering, Excel's GETPIVOTDATA function, and PivotCharts
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Apply specific pivot tables methods to solve problems in areas of pivot tables formatting, creating multiple pivot tables from a single data source, grouping pivot tables data into fiscal reporting periods, and keeping pivot tables row order intact
Who should take this program?
Accounting and financial professionals who want to use the power of Excel pivot tables to analyze and summarize data
Fees
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nonmember.
If you register, you will be charged
$449.00
(Standard Nonmember Fee).
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|
Standard Member Fee |
$349.00
|
 Standard Nonmember Fee |
$449.00
|
