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Become A Pivot Table Pro

Excel Pivot table cpe course

2 Credits


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 Qualification in Internal Audit Leadership (QIAL)

2 CPE credit for Internal Audit Practitioner (IAP)

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

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


  • 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.

Who Should Attend?

  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • 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