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Webinar

Streamlined Excel Reporting Series Session 2: Working With PivotTables

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

Monday, Aug. 10, 2026
9-11 a.m. Central
2 CPE (2 non-technical)

Course code: 26WI-0137
View pricing

Alternate dates & more options

  • Thursday, Nov. 12, 2026 - Webinar

Unlock the full potential of your data with PivotTables. 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; 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; 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 others to tackle real-world issues and create powerful workbooks.

Major subjects

  • Report type comparison.
  • Customizing PivotTable options.
  • Format and design options.
  • Calculated fields and items.
  • Multiple Value fields.

Learning objectives

  • Use PivotTable to organize reports with options, layout, and design formats.
  • Identify options of PivotTable multiple Value fields.
  • Distinguish optimal use of Calculated fields and Calculated items.

Who should take this program?

  • All accounting and finance professionals.

Pricing

Standard Member Fee $89.00
checkmark Standard Nonmember Fee $109.00

MNCPA members save $20.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $109.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Dr. Liam Bastick, FCA, FCMA, CGMA
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor AICPA
NASBA ID#: 112891
Prerequisites Prereq. Familiarity with Excel tables and formula-based reporting concepts
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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If you have questions about this event, please call us at 952-831-2707.