22SR-0010: K2's Excel PivotTables for Accountants (Virtual)
If you have questions about this event, please call us at 952-831-2707.
Thursday, June 23, 2022
9:00am - 4:30pm Central Time
8 CPE (4 technical, 4 non-technical)
- Wednesday, December 11, 2024 - Webinar
PivotTables are Excel’s most powerful feature, yet most accounting and financial professionals don’t use them regularly. Whether you’re brand new to this tool or you’ve dabbled with it before, get the coaching you need to use PivotTables to work more optimally with your data and save yourself time. Learn how to harness the power of PivotTables to analyze and report on large data sets in a fraction of the time.
Major subjects
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How to build PivotTables
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How to group data inside PivotTables
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How to create user-defined calculations
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Advanced techniques -- how to build PivotTables that consolidate data from multiple data ranges and PivotTables dynamically connected to external databases and financial accounting systems
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Other Excel features associated with PivotTables -- Slicers, Power Query and Power Pivot
Learning objective(s)
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Identify the main elements of a PivotTable report and their use when creating PivotTables
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Create PivotTables and manipulate data in PivotTables 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 PivotTables
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Use Tables and Data Models as data sources for PivotTables
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Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
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Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
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Analyze data in PivotTables using tools such as sorting, filtering, Excel’s GETPIVOTDATA function and PivotCharts
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Apply specific techniques to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods and keeping PivotTable row order intact
Who should take this program?
CPAs, accountants and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$399.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$349.00
|
 Standard Nonmember Fee |
$399.00
|
