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Excel Accountant: Pivot Tables Part 1

5 (5)

David Ringstrom, CPA

Excel Accountant

Monday, March 01, 2021 | 09:30 AM EDT

CPA Canada
CIA
CMA
CPA
CVA
CFA
Tax Preparer

Completed View More Webinars

2 Credits

$20

Subject Area

Computer Software and Applications

Completed

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPE credit for Certified Management Accountants (CMA)

2 CPE credit for Certified Internal Auditors (CIA)

2 PDC credit for SHRM Certified Professionals (Approval No. 21-7VN7G)

2 CPD credit (Verifiable) for Canadian CPAs

2 CPE credit for Certified Fraud Examiners (CFEs)

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

the evolutionary origins of stigmatization around building offshore teams for accounting firms

(14)

Jul 23, 2021 | 12:00 PM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jul 23, 2021 | 12:00 PM EDT View Details

the power and essentials of estate planning

Jul 23, 2021 | 12:00 PM EDT View Details

annual federal tax update - individuals (form 1040)

(3)

Jul 23, 2021 | 12:00 PM EDT View Details

risk assessment for non-profit organizations with less than $10 million in revenues

Jul 23, 2021 | 12:30 PM EDT View Details

money laundering- how it works?

(1)

Jul 23, 2021 | 12:30 PM EDT View Details

how much is too much to pay a trustee

(25)

Jul 23, 2021 | 12:30 PM EDT View Details

managing remote staff: best practices

Jul 23, 2021 | 01:00 PM EDT View Details

how to make it easy for clients to work with your accounting firm

Jul 23, 2021 | 01:00 PM EDT View Details

quickbooks online for accountants work centre - managing you practice

(2)

Jul 23, 2021 | 01:30 PM EDT View Details

identifying leases under the new asc 842

(1)

Jul 23, 2021 | 01:30 PM EDT View Details

clarity practice management: demo for public accountants and tax preparers

Jul 23, 2021 | 02:00 PM EDT View Details

xbrl and compliance with sarbanes-oxley

Jul 23, 2021 | 02:30 PM EDT View Details

business activity taxes – where are businesses and their owners required to file and pay state income taxes?

(16)

Jul 23, 2021 | 03:00 PM EDT View Details

why you should care about the cares act

(40)

Jul 23, 2021 | 03:00 PM EDT View Details

Additional Dates

Aug 02, 2021 | 10:00 AM EDT Register

Course Description

In this 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 summarize 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.

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.

Learning Objectives

Identify the location of the pivot table-related Subtotals command within Excel's ribbon menu interface.
Describe the indicator that signifies whether the columns or rows of a pivot table have been filtered.
Identify the location of the Field List command within Excel's ribbon menu interface.

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Accounting Practice Owners
Accounts Director
Bookkeepers & Accountants & Tax Preparers
Certified Management Accountant
Certified Public Accountant
Chartered Professional Accountant
Chartered Professional Accountant
Chief Accounting Officer
Cloud Accountants
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Entrepreneurial Accountant
Entrepreneurial CPA
Maryland Tax Preparers
Senior Accountant
Staff of Accounting Firm
Tax Accountant (Industry)
VP Accounts
Young CPA

Testimonial

Array
(
    [no_of_record] => 5
    [average] => 5.0000
)

5

(5)

100%

Justin Smith, CPA

Mar 1st 2021

Very informative

Excel Accountant: Pivot Tables Part 1

Subject Area

Computer Software and Applications

Webinar Qualifies For

Upcoming Webinars

Additional Dates

Course Description

Learning Objectives

Who Should Attend?

Additional details

NASBA APPROVED

About Presenter

David Ringstrom, CPA

About Company

Excel Accountant

FAQ

Refund/Cancellation Policy

Testimonial

5