Advanced Pivot Table CPE SelfStudy Course

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1 Year

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Excel Pivot Tables And Dashboards - Advanced Course

Learning Objectives

To describe how to move around in spreadsheet
To determine how to enter data and manage Autofill handle
To explain about Relative and Absolute Cell References
To discuss about various Formulas and Functions
To explain about Formatting, conditional formatting, creating charts, Spark lines & others in Excel
To discuss about Pivot Table and Dashboards

Course Description

16% of the world population is using Excel. Ask any accountant in any field which software they use on a daily basis, and the most common answer will be Microsoft Excel. AICPA has also included Excel as the spreadsheet tool in the CPA Exam

The spreadsheet tool is perfect for anyone working in the finance and accounting fields due to its versatility and specific financial applications. Mastery of Microsoft Excel is a must-have skill for accountants these days and a key to their professional growth. Whether you’re just starting out or have been in the field for some time, being able to efficiently navigate through a data set in an Excel file and use formulas to make sense of the data should be one of your top priorities.

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 Tables
Pivot Charts
Dashboards.
Formatting of Data from the shape to the color.

You’re Just Seconds Away from Leveraging Microsoft Excel, Pivot Tables, Pivot Charts, Dashboards 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

Getting the data a unique identification through key column

5 mins
Learn how to uses of Excel Tables.

14 mins
Adding new rows in the table

23 mins
Adding color scales to the numbered data cells

36 mins
How to add pivot tables

47 mins
Pivot Charts - How to make value comparison easy

59 mins
Using slicers with pivot tables

76 mins
How to custom sort data tables

89 mins

Webinar Qualifies For

2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
2 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
2 CPD Credit of Computer Software and Applications for CPA in Canada
2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
2 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
2 CPD Credit for Chartered Accountant - ICAEW
2 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01246-22-S)
2 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
2 CPD Credit for Chartered Accountants - Scotland
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for CPA - Ireland

About Instructor

Alicia Pollock, MAT,ACN,MOS

Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions

Alicia is a QuickBooks® Elite ProAdvisor, a member of the Intuit Trainer/Writer Network, and was recently named Top 10 ProAdvisor by Insightful Accountant.

With a Masters in Teaching, a collection of certifications, several published books, & decades of business consulting experience, Alicia is a skilled & patient QuickBooks coach.

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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.

Ratings and Review

4.6

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David Howarth, CPA (US)

Very good tool for learning

RGGG

Rachelle G Grant Grant, CPA (US)

The content was great. Included some basic stuff and not as focused on pivot tables as expected. Biggest issue was the the excel file was not available on my-cpe's resource page!