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Excel Accountant: Pivot Tables for Data Analysis

5 (5)

David Ringstrom, CPA (US)

Excel Accountant

Monday, August 02, 2021 | 10:00 AM EDT

  • CPA (Canada)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • Tax Preparer

4 Credits

$40

Subject Area

Finance

Webinar Qualifies For

4 CPE credit of Finance for all CPAs

4 CPE credit for Certified Management Accountants (CMA)

4 CPE credit for Certified Internal Auditors (CIA)

4 CPD credit (Verifiable) for Canadian CPAs

4 CPE credit for Chartered Financial Analyst (CFAs)

4 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

4 CE credit of Computer Technology for Maryland Tax Preparers

4 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Sep 01, 2021 | 10:00 AM EDT Register

Course Description

In this online 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 brings to your attention so that you can work effectively with pivot tables.

The second session of this online CPE course will empower you to take your pivot table knowledge to the next level. It 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 in this online continuing education course: 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.

Topics covered in this online Excel CPE webinar:

  • Creating a pivot table to transform lists of data into on-screen reports.
  • Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.
  • Drilling down into the details behind any amount within a pivot table with just a double-click.
  • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
  • Understanding the nuance of crafting formulas that reference data within pivot tables.
  • Adding a percentage column to a pivot table with just a couple of mouse actions.
  • Visualizing lists of data graphically by way of Excel’s PivotChart feature.
  • Drilling down into the details behind any amount within a pivot table with just a double-click.
  • Developing calculated fields that perform math on data within the source data.
  • Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
  • Visualizing lists of data graphically by way of Excel’s PivotChart feature.
  • Understanding how pivot chart formatting works much like formatting other types of charts in Excel.

Learning Objectives

  • 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.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • CEO
  • CFO/Controller
  • Chartered Professional Accountant
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Directors of Finance
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Senior Accountant
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

Testimonial

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JS

Very informative