Excel: Pivot Table and PowerPivot Add-In CPE/CE Webinar

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Excel: Pivot Table and PowerPivot Add-In

Reviewed

February, 2024

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

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

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

Webinar Qualifies For

1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
1 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Computer Software and Applications for CPA in Canada
1 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountant - ICAEW
1 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01253-22-S)
1 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
1 CPD Credit for Chartered Accountants - Scotland
1 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland
1 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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.

Ratings and Review

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Darcy Beckstead, CPA in Canada, CGA

I couldn't download Handout #1 which was the data sets for the power pivot portion of the course. I had to just follow along without being able to practice doing the steps myself.