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Become a Pivot Table Pro

5 (1)

Mike Frank

Great PC Training

Wednesday, August 26, 2020 | 02:00 PM EDT

  • CPA

2 Credits


Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPD credit (Verifiable) for Canadian CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

The PivotTable function is one of the most widely used features of Microsoft Excel. It allows you to analyse and visualise data in various ways that can provide deep insights. A pivot table is a summary of your data, packaged in a chart that lets you report on and explore trends based on your information. Pivot tables are particularly useful if you have long rows or columns that hold values you need to track the sums of and easily compare to one another.

In addition to being a spreadsheet, Excel is a powerful data analysis tool – in fact, it is probably the most widely used data analysis and display tool in business today. This 2-hour CPE webinar session will help you master Excel’s most popular and effective analysis and visualization tool: The Pivot Table. You will learn

  • What pivot tables are all about and why they are so popular.
  • How to create and manipulate Pivot Table.
  • How to display exactly the information that you need.
  • Tips and shortcuts that will save you time and effort in creating the best pivot tables possible.
  • How to view the same data in different ways using the PivotTable feature

If you have never used pivot tables in Excel or would like to build on your basic knowledge, you’re in the right place. By the time you finish this webinar, you should have a firm grip on how to create a pivot table in Excel. 

Learning Objectives

  • To understand well-structured data
  • To identify ways of creating and lay out a pivot table
  • To identify ways of adjusting field settings
  • How to add calculated fields
  • How to sort and group pivot table data
  • How to drill down to view details
  • How to filter pivot table data
  • How to apply filters with Slicers
  • How to create and manipulate Pivot Charts
  • Design a simple dashboard using pivot tables

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bank Managers
  • CEO
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Innovation Manager/Director
  • IT Managers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Pros
  • VP Accounts
  • Young CPA


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