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Excel Pivot Tables And Dashboards - Advanced Course

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • 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

  • 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

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

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

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 in excel pivot tables 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 and audit managers/practitioners
  • Accounting Firm
  • Auditors
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Practicing Accountant
  • Certified Public Accountant
  • Chartered Accountant
  • Chartered Certified Accountant (ACCA)
  • Chartered Financial Analyst
  • Cloud Accountants
  • Cloud Firms
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Senior Accountant
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 2 CE Credit for Maryland Tax Preparer (MRTP)
  • 2 CPE Credit for Internal Audit Practitioner (IAP)
  • 2 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 2 PL Credit for Chartered Financial Analyst (CFA)
  • 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 of Accounting & Auditing for Certified Internal Auditors (CIA)

Presenter

About Presenter

Alicia Katz Pollock, MAT,ACN,MOS

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

QuickBooks Online Rock Star Alicia Katz Pollock is a Top 100 ProAdvisor and an accomplished author with several tutorial books on Amazon. With a master’s degree in teaching, 30+ years of tech industry experience, and a mile-long list of professional certifications, Alicia expertly blends deep subject matter expertise and patient guidance to provide an easy and fun online learning environment!

About Company

Royalwise Solutions

royalwise.com/

Founded by Jamie Pollock and Alicia Katz Pollock, Royalwise is an Apple, Microsoft, and Intuit-certified computer training and support company. We are certified to train and support all Apple products, Microsoft Office, QuickBooks on any platform. As a member of the Apple Consultants Network, we are certified by Apple to support all desktop machines running OS X and mobile devices running iOS. We have vast experience with iPads and iPhones, and how to configure and utilize iCloud to sync your data seamlessly.

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.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • 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

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