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Excel Pivot Tables: How to Tame the Excel Beast! 1 Credit

Excel Pivot Tables: How to Tame the Excel Beast! 1 Credit

  • Rating

    4.3
  • Published on

    October, 2024
  • Subject Area

    Computer Software and Applications

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  • Access the course at your convenience
  • Take the assessment test
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  • Answer the polling questions
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Nov 21, 2024 | 09:30 AM ET

Learning Objective

  • Recognize differences between formulas and Pivot Tables.
  • Identify the pros and cons of using Pivot Tables.
  • Discover essential skills for taming Pivot Tables.
  • Explore intermediate techniques for advanced data handling.
  • Implement best practices for effective Pivot Table construction.

Course Overview

Ready to take on the wild world of Excel and wrangle those notorious Pivot Tables? This lively course is here to navigate you through Excel’s hidden gems, showing you exactly when to call on a Pivot Table and when to steer clear. With engaging examples and real-world applications, you’ll soon find yourself turning data chaos into clarity, making those intricate reports a breeze. Imagine what you could accomplish if you finally tamed the legendary “Excel Beast”!

On this interactive adventure, we’ll dive into relatable business scenarios to showcase the pros and cons of Pivot Tables versus the traditional formula fare. You’ll drag and drop data like a pro, and with a simple double-click, drilling down into the nitty-gritty details will become second nature. By mastering both basic and intermediate techniques, you’ll strut through data sets with newfound confidence, ready to tackle any challenge that comes your way.

Key topics covered:

  • Understanding Pivot Table Usage
  • Formulas vs. Pivot Tables
  • Basic Pivot Table Skills
  • Intermediate Pivot Table Techniques
  • Best Practices for Pivot Tables

This course equips you with best practices that boost your efficiency and precision. Don’t wait—sign up now to elevate your Excel prowess and transform data analysis from a daunting task into an exhilarating experience!

For more CPE Excel courses, Click here.

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!

  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Computer Software and Applications for CPA in Canada
  • 1 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
  • 1 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Computer Software and Applications for CPA in Canada
  • 1 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 1 CPE Credit for Certified Government Financial Manager (CGFM)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit for Certified FP&A Professional (FP&A)
  • 1 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

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.

About Instructor

Lenny Wu
Lenny Wu

FP&A Systems Lead, DEEL Canada Service Inc.

  • 4.6
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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.

On Demand FAQs

What is Self Study (QAS)?

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.

Ratings and Review

4.3

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HC

Heather Corriveau, CPA in Canada

Excellent course. Love the highlites and the clear concise way you present. Looking forward to taking more of your sessions. Thank you!

GW

Gregory Weiss, CPA (US)

Instructor was very knowledgeable. I would not call this a "Basic" course. I would call it "Intermediate."

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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