21SR-0015: K2's Excel PivotTables for Accountants (Virtual)

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

Monday, August 9, 2021
8:30am - 4:00pm Central Time
8 CPE (4 technical, 4 non-technical)

PivotTables are powerful and incredibly useful, yet many accounting and financial professionals don't employ them. Find out how to use Excel PivotTables to analyze and report on your data more effectively and quickly. Learn how to build PivotTables, manipulate your data, import from other sources and much more. Gain guidance on data analysis techniques that will allow you to gain better insights from your data in less time.

Major subjects

• How to create PivotTables and manipulate data using grouping techniques, modified field settings, user-defined calculations, and sorting and filtering options
• How to import and link data from external data sources
• How to use tables and data models as data sources for PivotTables
• How to create consolidation PivotTables to consolidate data from multiple data sources in Excel
• How to construct PivotTables in enterprise-class organizations using Power Pivot and slicers
• PivotTable data analysis techniques -- sorting, filtering, Excel’s GETPIVOTDATA function and PivotCharts
• Tips for formatting, creating multiple PivotTables from a single data source, grouping data into fiscal reporting periods, keeping row order intact and more

Learning objective(s)

• Identify the main elements of a PivotTable report and their use when creating PivotTables
• Create PivotTables and manipulate data
• Import and link data from external data sources into PivotTables
• Create consolidation PivotTables to consolidate data
• Construct PivotTables in enterprise-class organizations
• Analyze data in PivotTables using various tools and techniques

Who should take this program?

CPAs and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

Fees

Standard Member Fee	$325.00
Standard Nonmember Fee	$375.00