Advanced Pivot Tables: The Ticket to Self-service Dashboards 1 Credit
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Are you finding it challenging to derive clarity from your data? Pivot tables present an elegant solution. These robust tools within Excel empower you to easily organize, analyze, and visualize intricate datasets.
This CPE Course will explore leveraging pivot tables to transform raw data into meaningful insights. Discover how this invaluable skill can enhance your data analysis and reporting capabilities, making your work more efficient and impactful. We will also cover practical strategies for effectively using pivot tables. You’ll have the opportunity to discuss various techniques that enable you to customize calculations, manage data layouts, and utilize keyboard shortcuts for increased efficiency.
Key topics covered:
Ready to elevate your Excel game? Join us for this informative webinar and walk away with actionable insights you can apply immediately.
For more CPE Excel courses, Click here.
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 1 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 1 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 1 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 1.5 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language), and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies.
Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.
Lenny's motto at work is "Don’t work hard, work smart". Lenny has passion in teaching how to build your own "robot" into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
MH
Very informative. Since it's advanced, it's helpful to have experience with some of the more advanced tools in Excel for this course.
MH
Presenter did deep dive into use and functionality of pivot tables. Really enjoyed it!
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