Streamlined Excel Reporting Series Session 2: Working With PivotTables
Friday, Feb. 20, 2026
10 a.m.-noon Central
2 CPE (2 non-technical)
Course code: 25WI-0508
View pricing
PivotTables are a versatile and transformative tool for organizing and analyzing data. Whether you're a beginner or an experienced user, this course will provide you with the knowledge and skills to make the most of PivotTables so that you can: Customize PivotTable options, execute advanced calculations, and create insightful reports. By delving into more advanced techniques for using PivotTables, you'll learn how to replace formula-based reports by: Incorporating multiple fields into the Values area, performing custom calculations using calculated fields and items, and setting up PivotTable options to create sophisticated reports. Session 2 is one of four individual sessions. Each session builds on the previous one, so consider watching Streamlined Excel Reporting Series Session 3: PivotTable Displays and Alternatives to tackle real-world issues and create powerful workbooks.
Major subjects
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Report type comparison
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Customizing PivotTable options
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Format and design options
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Calculated fields and items
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Multiple value fields
Learning objectives
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Use PivotTable to organize reports with options, layout, and design formats
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Identify options of PivotTable Multiple value fields
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Distinguish optimal use of Calculated fields and Calculated items
Who should take this program?
- All accounting and finance professionals
Pricing
|
Standard Member Fee |
$125.00
|
 Standard Nonmember Fee |
$149.00
|
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