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Excel Accountant: Pivot Tables Basics

5 (5)

David Ringstrom, CPA

Excel Accountant

Tuesday, June 01, 2021 | 10:00 AM EDT

  • CPA Canada
  • CIA
  • CMA
  • CPA
  • CVA
  • CFA
  • Tax Preparer

2 Credits

$20

Subject Area

Computer Software and Applications

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 CPD credit (Verifiable) for Canadian CPAs

2 CPE credit for Certified Fraud Examiners (CFEs)

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

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Aug 02, 2021 | 10:00 AM EDT Register

Course Description

In this online CPE webinar  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.

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.

This online CPE/CPD webinar will be very helpful for CPAs, CMAs, CIAs, CVAs, CFEs, and other practitioners who can benefit from learning how to manipulate their pivot table data faster and more efficiently.

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
  • Certified Management Accountant
  • Certified Public Accountant
  • Chartered Professional Accountant
  • Chartered Professional Accountant
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
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  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

Testimonial

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JS

Very informative