myCPE
myCPE

Intermediate Pivot Tables: Because Basic is So Last Years 1 Credit

Intermediate Pivot Tables: Because Basic is So Last Years 1 Credit

  • Rating

    4.6

  • Reviewed on

    February, 2025

  • Subject Area

    Computer Software and Applications

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  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
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Learning Objective

  • Solve formula errors effectively in Pivot Tables. 
  • Implement intermediate skills for calculations and formulas. 
  • Customize the display and layout of Pivot Tables. 
  • Master advanced techniques for data management in Pivot Tables. 
  • Utilize keyboard shortcuts to enhance productivity in Excel.

Course Overview

Dive into the power of Excel's remarkable Pivot Tables in this exhilarating course. Are you ready to supercharge your data manipulation skills and revolutionize your analytical approach? This course blends foundational insights with advanced techniques crafted to help you master the intricacies of Pivot Tables, transforming data analysis into an effortless endeavor. 

Your adventure starts with a concise refresher on five fundamental skills that form the bedrock of Pivot Table mastery. From there, brace yourself to explore 12 intermediate techniques designed to empower you to overcome common challenges—whether you're correcting formula errors, displaying running totals, or counting unique items. But wait, there's more! This course also unveils six advanced strategies to elevate your Pivot Table experience, enabling you to customize sorting orders and generate detailed reports across multiple entities. 

Key topics covered: 

  • Intermediate Calculation Techniques 
  • Advanced Display Customizations 
  • Efficient File Management Strategies 
  • Pivot Table Reporting Essentials 
  • Time-Saving Keyboard Shortcuts

By the end of this journey, you'll be equipped with the essential tools, techniques, and ten keyboard shortcuts to navigate Pivot Tables with ease and efficiency. Don't let this chance slip away—boost your Excel expertise and become a true data wizard today! 

For more CPE Excel courses, Click here.

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) 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
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
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

Additional Information

Credit

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.

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

Lenny Wu

Lenny Wu

FP&A Systems Lead, DEEL Canada Service Inc.

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

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.

Reviews and Ratings

out of 5

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AP

Adrianne Parsons, CPA (US)

5

The data was easy to understand especially with the demonstration in excel. Could have shown more screen shots in the handouts so that the document could be more of a resource for the future. Thanks!

RK

Rebecca Keen, CPA (US)

4

This course was very informative and I definitely gained more thorough knowledge of pivot table creation and design. It would have been extremely helpful and more effective if the instructor's spreadsheet was provided as a sample for attendees to work with as the course progressed.

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