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Webinar

K2's Excel PivotTables for Accountants

Wednesday, Dec. 11, 2024
9 a.m.-5 p.m. Central
8 CPE (4 technical, 4 non-technical)

Course code: 24WA-8985
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Isn't it time you learned about PivotTables -- Excel's best feature? If so, participate in this session to learn PivotTables from A to Z to take full advantage of this terrific tool's many benefits.

Major subjects

  • PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
  • Formatting PivotTables
  • Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
  • Analytical techniques available in PivotTables

Learning objectives

  • Identify the six main elements of a PivotTable report and their use when creating PivotTables
  • Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
  • Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTable
  • Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
  • Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
  • Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel's GETPIVOTDATA function, and PivotCharts
  • Apply specific PivotTable methods 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?

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

Pricing

Standard Member Fee $225.00
checkmark Standard Nonmember Fee $225.00
Our records indicate you are a nonmember. If you register, you will be charged $225.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (4.0)
Accounting - Technical (4.0)
Level Advanced
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. Fundamental understanding of Microsoft Office Excel 2019 or newer
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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