myCPE

Excel Accountant: Pivot Tables for Data Analysis 4 Credits

Apr 01, 2025, 11:00 AM ET

Excel Accountant: Pivot Tables for Data Analysis 4 Credits

  • Rating

    4.6

  • Reviewed on

    January, 2024

  • Subject Area

    Computer Software and Applications

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Apr 01, 2025, 11:00 AM ET

Learning Objective

  • To identify the location of the pivot table-related Subtotals command within Excel's ribbon menu interface.
  • To describe the indicator that signifies whether the columns or rows of a pivot table have been filtered.
  • To identify the location of the Field List command within Excel's ribbon menu interface.
  • To recall which menus appear and disappear as you click within or outside of a pivot table.
  • To state the mouse action that enables you to reconstruct the underlying pivot table source data.
  • To recall how to enable or disable the GETPIVOTTABLE feature in Microsoft Excel.

Course Overview

In this CPE session Excel expert David H. Ringstrom, CPA, helps you uncover the feature that Microsoft reports 80% of Excel users have yet to try. As you’ll see, pivot tables are an easy-to-use report-writing tool that instantly summarizes lists of data with just a few actions with your mouse. Of course, when it comes to Excel there can be nuances that complicate things, which David bring these to your attention so that you can work effectively with pivot tables. This presentation will empower you to take your pivot table knowledge to the next level. David takes you beyond the basics of pivot tables by demonstrating how pivot tables differ from worksheet formulas, the importance of the Refresh and Report Filter commands, how to disable the GETPIVOTDATA function, how to drill down into numbers with a simple double-click, and much more. You'll also see how to quickly transform unwieldy reports into pivot table-ready lists.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. 

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on. 

This Online Excel CPE webinar covers the following Key Topics: 

  • Ideal Data for Pivot Tables, and Initiating a Pivot Table
  • Pivot Table Interfaces, Adding Fields to Pivot Tables, and Adding Another Row of Field
  • Managing Subtotal Positions, Number Formatting, and Renaming & removing Fields
  • Report Filter Feature
  • Generate Multiple Pivot Tables
  • Pivot Table Sorting Nuances, Convert Pivot Table to Values, and Forcing Pivot Tables to Recalculate

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 4 CPE Approved
Computer Software and Applications for CPA in Canada 4 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 4 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 4 CPD Eligible
Chartered Accountant - ICAEW 4 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 4 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01023-22-S) 4 CE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 4 CPE Eligible
Chartered Accountants - Ireland (CAI) 4 CPD Eligible
Chartered Accountants - Scotland 4 CPD Eligible
CPA - Ireland 4 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 4 CPE Approved
Computer Software and Applications for CPA in Canada 4 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 4 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 4 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 4 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 4 CPD Eligible
Chartered Accountant - ICAEW 4 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 4 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 4 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01023-22-O) 4 CE Approved
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 4 CE Eligible
Chartered Accountants - Ireland (CAI) 4 CPD Eligible
Chartered Accountants - Scotland 4 CPD Eligible
CPA - Ireland 4 CPD Eligible

Additional Information

Credits

4

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

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MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more

David Ringstrom , CPA (US)

President, EXCEL Accountant

  • 4.6
  • rating
  • rating
  • rating
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I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Institute of Real Estate Managers
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

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Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

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.

Are the live webinars approved by NASBA and other regulatory bodies?

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.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Reviews and Ratings

out of 5

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PG

Phyllis Gauthier-scott, CPA (US)

5

This (and the Intro to Macros course by same presenter last week) were tremendous! I am of retirement age and transitioning out of very active work as a CPA. I wish I had taken these courses much earlier so that I would have had more opportunities to put them into play, and to save time!

MP

Maryanne Pape, CPA (US)

5

I thought the 4 hours was going to be hard to do - I was expecting to be bored.....It was an engaging class and the instruction was really good. I got a good understanding of Pivot tables and some extra tips on some other functionality I had not been using.

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