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Excel: Pivot Table and PowerPivot Add-In

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • IAP
  • QIAL
  • Maryland Tax Prep.

Published: December, 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

  • Usage of Pivot tables
    2 mins
  • Inserting a pivot table in a worksheet
    3 mins
  • Using various features of a pivot table
    8 mins
  • Differences between a pivot chart and a regular chart
    21 mins
  • Using slicers in a pivot table
    25 mins
  • Usage of Power Pivot in Excel
    30 mins
  • Importing data into a data model
    35 mins
  • Adding unique identifiers to a table
    38 mins
  • Inserting KPIs in a pivot table
    48 mins

Course Description

Excel is used by an estimated 750 million people worldwide and Satya Nadella has proclaimed it as Microsoft’s most important consumer product. 

People have been using it for the last 30 years and throughout these years, it has been upgraded with more and more features. The best part about Excel is, it can apply to many business tasks, including statistics, finance, data management, forecasting, analysis, inventory, billing, and business intelligence.

Sometimes, the data will be huge and there needs to be a simpler way to express the data. In such a situation, a Pivot table comes handy. It is one of the basic data analysis tools. Pivot Tables can quickly answer many important business questions. One of the reasons we build Pivot Tables is to pass information.

Join this excel CPE webinar to understand your Excel data instantly by turning endless rows & columns of numbers into stunning visuals. We’ll manipulate vast amounts of data by creating Pivot Table.

We are now living in the age of big data. Data is being collected all the time and for increasingly detailed transactions. This can lead to an overwhelming amount of data, which brings about a need for people who can analyze large amounts of data quickly.

Fortunately, Excel provides PowerPivot to help you organize, manipulate, and report on your data in the best way possible. PowerPivot add-in allows you to import data from various sources and create dynamic reports.

This Excel CPE Webinar will also help you to know how the PowerPivot add-in allows you to import data from various sources and create dynamic reports.

Furthermore, Excel provides a PowerPivot option to help you organize, manipulate, and report on your data in the best way possible. PowerPivot add-in allows you to import data from various sources and create dynamic reports.

You’re Just Seconds Away from Leveraging Microsoft Excel, Pivot Tables, Pivot Charts, and Slicers That Will Make It Possible for you to:

  • Increase your Microsoft Excel & Pivot Table SKILLS and KNOWLEDGE within HOURS which will GET YOU NOTICED by Top Management & prospective Employers!
  • Become more PRODUCTIVE at using Excel which will SAVE YOU HOURS each Day & ELIMINATE STRESS at work!
  • Use Excel Pivot Tables with CONFIDENCE that will lead to greater opportunities like a HIGHER SALARY and PROMOTIONS!

It doesn’t matter what version of the PC or Mac operating system you’re using. The techniques we will cover in this CPE webinar will work similarly in Excel for PC and Mac

Learning Objectives

  • To discuss how to insert Pivot Table from a data table
  • To analyze how to build reports, sort, filter, and group data using pivot table
  • To discuss how to insert slicers
  • To discuss how to insert Pivot Chart
  • To explain the PowerPivot application and data importing
  • To discuss the manipulation of data in a PowerPivot worksheet
  • To create reports using PowerPivot data
  • To discuss how to use DAX functions in PowerPivot
  • To inspect how to distribute PowerPivot Data

It doesn’t matter what version of the PC or Mac operating system you’re using. The techniques we will cover in this CPE webinar will work similarly in Excel for PC and Mac

Recommended For

  • This excel CPE course is recommended for CPAs, CMAs, CIAs, CFAs, Accounting, and Tax Professionals and Staff of Accounting or Tax Firm desiring to master excel pivot tables, PowerPivot, and dashboards.
  • This excel CPD course will prove beneficial for Canadian CPAs, Accounting and Tax Professionals, and Other Professionals using excel for their daily tasks.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 1 CE Credit for Maryland Tax Preparer (MRTP)
  • 1 CPE Credit for Internal Audit Practitioner (IAP)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Accounting & Auditing for Certified Internal Auditors (CIA)

Presenter

About Presenter

Juan E. Galvan

Co-Founder & CEO Lunes Holdings, LLC

Hi I’m Juan. I’ve been an Entrepreneur since grade school. My background is in the tech space from Digital Marketing, E commerce, Web Development to Programming. I’ve consulted and helped digital entrepreneurs and multiple seven figure businesses reach new levels of success. I’ve learned the strategies, philosophies, methodologies, principles and core values from the most successful people in the world. I believe in continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods.

About Company

Lunes Holdings, LLC

lunesholdings.com/

Continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods. We look forward to helping you expand your skillsets.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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  • 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.
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