Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
Friday, Feb. 20, 2026
8-10 a.m. Central
2 CPE (2 non-technical)
Course code: 25WI-0509
View pricing
Whether you're just starting out or seeking to improve your Excel expertise, PivotTables are versatile and powerful tools for data analysis. This course delivers a well-organized method for effectively understanding and using PivotTables through: Practicing fundamentals with a leading expert in financial modeling, creating and using sample datasets, building PivotTables from the ground up. The core functionality of PivotTables for financial professionals is the ability to transform large datasets into meaningful summaries. By reorganizing data from a spreadsheet, PivotTables allows you to: Extract key information and identify trends quickly, simplify the process of analyzing data, reduce the time spent on repetitive tasks. Session 1 is one of four individual sessions. Each session builds on the previous one, so consider watching Streamlined Excel Reporting Series Session 2: Working with PivotTables to tackle real-world issues and create powerful workbooks.
Major subjects
-
PivotTable basics
-
Row fields
-
Value fields
-
Column fields
-
Filters
-
Updating data automatically in PivotTables
-
Groups and subtotals
-
Value formats
Learning objectives
-
Identify the functions of PivotTables
-
Distinguish the PivotTable report layout areas and optimal use
-
Identify how to update data in A PivotTable
Who should take this program?
- All accounting and finance professionals
Pricing
|
Standard Member Fee |
$125.00
|
 Standard Nonmember Fee |
$149.00
|
MNCPA members save $24.00. Become a member.
Our records indicate
you are a
nonmember.
If you register, you will be charged
$149.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
