CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Excel’s PivotTables

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFE
  • Maryland Tax Preparer
Excel’s PivotTables

1 Credit

$10

Subject Area

Computer Software and Applications

Webinar Qualifies For

1 CPE credit of Computer Software & Applications for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 CPE credit for Certified Fraud Examiners (CFEs)

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

1 CE credit of Computer Technology for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Excel has a variety of tools like sorting, filtering, and subtotal to manage large lists of data, but if you need to analyze all that data and do it quickly, there’s no better feature than a PivotTable. You can quickly create a compact summary report (based on tons of data) without needing to write complex formulas or rely on lengthy techniques. The PivotTable feature is perhaps Excel’s best analytical tool and in addition to its speed, you get amazing flexibility and dynamism that let you quickly change the data interrelationships you’re viewing. Most PivotTable users discover that the feature is relatively easy to learn, but not so easy if you are simply seeing the instructions on the printed page; this is a visually oriented feature based on displaying fields in different locations.

You’ll be amazed to see how, in very little time, you can create a complete summary report with tons of data and you won’t even need to write formulas and rely on obscure techniques.

HIGHLIGHTS OF THE EXCEL CPE WEBINAR:

  • How to prepare source data for optimum analysis by a PivotTable
  • How to create a PivotTable with a minimum number of steps, including the Recommended PivotTables option
  • How to manipulate the appearance of a PivotTable via dragging and command techniques
  • Among the many features available with PivotTables, you will learn these capabilities

Learning Objectives

  • Comparing two or more fields in a variety of layout styles
  • Sorting and filtering results
  • Performing ad-hoc grouping of information
  • Using Slicers instead of filters to identify which field elements are displayed
  • Drilling down to see the details behind the summary
  • Creating a Pivot Chart that is in sync with a PivotTable
  • Hiding/revealing detail/summary information with a simple click
  • Dealing with dynamic source data and the “refresh” concept

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • Chartered Professional Accountant
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Maryland Tax Preparers
  • Senior Accountant
  • Tax Accountant (Industry)
  • Tax Firm
  • Young CPA

Testimonial

4.8

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SL

This was a fantastic webinar! In a single hour, I was updated on so many things about pivot tables that have been perplexing. Pivots and other features of any software are a "lose if you don't use" situation...at least they have been for me. Dennis went through the pivot table set up and a significant number of features in a way that was easy to follow and to retain. His presentation skills are just excellent!! Thank you so very much!