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Become A Pivot Table Pro

  • ACCT/BK
  • CPA (CA)
  • CFE
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • IAP
  • ORTP
  • QIAL
  • Maryland Tax Prep.
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: September, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • What is a Pivot Table?
    5 mins
  • Creating A Pivot Table
    19 mins
  • manipulating Value Fields
    39 mins
  • Adding Pivot Charts
    78 mins
  • A Quick Data Visualization Dashboard
    86 mins

Course Description

The PivotTable function is one of the most widely used features of Microsoft Excel. It allows you to analyze and visualize data in various ways that can provide deep insights. A pivot table is a summary of your data, packaged in a chart that lets you report on and explore trends based on your information. Pivot tables are particularly useful if you have long rows or columns that hold values you need to track the sums of and easily compare to one another.

In addition to being a spreadsheet, Excel is a powerful data analysis tool – in fact, it is probably the most widely used data analysis and display tool in business today. This 2-hour CPE webinar session will help you master Excel’s most popular and effective analysis and visualization tool: The Pivot Table.

Following are the major topics for this CPE webinar:

  • What pivot tables are all about and why they are so popular.
  • How to create and manipulate Pivot Table.
  • How to display exactly the information that you need.
  • Tips and shortcuts that will save you time and effort in creating the best pivot tables possible.
  • How to view the same data in different ways using the PivotTable feature.


If you have never used pivot tables in Excel or would like to build on your basic knowledge, you’re in the right place. By the time you finish this webinar, you should have a firm grip on how to create a pivot table in Excel. 

Learning Objectives

  • To discuss well-structured data.
  • To identify ways of creating and layout a pivot table.
  • To identify ways of adjusting field settings.
  • How to add calculated fields.
  • How to sort and group pivot table data.
  • How to drill down to view details.
  • How to filter pivot table data.
  • How to apply filters with Slicers.
  • How to create and manipulate Pivot Charts.
  • Design a simple dashboard using a pivot table.

Recommended For

  • This Online CPE webinar is recommended for CPAs, CIA, CMAs, CFEs, IAP, QIAL, Tax Preparers, and Other Professionals who want to help their clients with Advanced Pivot Table knowledge.
  • This Online CPE webinar is recommended for CPAs in Canada who desire to help their clients with Advanced Pivot Table Skills.

Who Should Attend?

  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chartered Global Management Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Senior Accountant
  • Tax Accountant (Industry)
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • VP Accounts
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 2 CPE Credit for Internal Audit Practitioner (IAP)
  • 2 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Management Accountants (CMA)
  • 2 CPE Credit for Certified Internal Auditors (CIA)
  • 2 CPE Credit for Certified Fraud Examiner (CFE)
  • 2 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
  • 2 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit for Accountant/Bookkeeper (ACCT./BK)
  • 2 CPD Credit for Chartered Certified Accountants (ACCA)
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland
  • 2 CPD Credit for Chartered Accountants - ICAEW

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Mike Frank

Business Consultant, Great PC Training

Mike Frank is an independent trainer based in the Cincinnati, OH area. Formerly a youth organization program director, he brings that dynamic experience to his sessions and specializes in delivering workshops that are engaging and enjoyable as well as informative. His vast knowledge of Microsoft and Adobe products as well as his experience in business combine to create training that is not just a bunch of information, but is focused on answering what he calls the 3 critical questions when learning a new skill: what happened (knowledge), how did you make it happen (skills), and why would you care if it ever happened again (applicability). With more than 20 years’ experience as a business applications trainer, Mike has shown thousands of people how to get more and better work done faster and with less stress through the mastery of business software.


Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

8 Ratings

Excellent

3

Very Good

4

Average

1

Poor

0

Terrible

0

JC

Janet Cox, ACCT/BK

Dec 28th, 2021

I would give this course a 6 if I could.

DR

Daniel Regan, CPA (US)

May 9th, 2022

Very good webinar to introduce the basics of Pivot Tables as well as a few advanced features. The only downside is it is hard to follow along because an Excel template file was not provided.

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