Excel Pivot Tables And Dashboards

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

  • CPA Canada
  • CPA
  • Tax Preparer

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

Overview

  • Using auto-fill function
    6 mins
  • Total Row function in table tab
    16 mins
  • Additional conditional formatting and changing the same in tables
    29 mins
  • Pivot tables in excel
    42 mins
  • Making changes in the of the pivot tables for customized report statistics
    57 mins
  • Making different types of charts for Pivot tables
    68 mins
  • Using slicers in the pivot tables
    77 mins
  • Filtering with conditional formatting
    81 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 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. 

RECOMMENDED FOR ALL THE ACCOUNTING AND TAX PROFESSIONALS

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

Learning Objectives

  • How to move around in spreadsheet
  • How to enter data and manage Autofill handle
  • To learn about Relative and Absolute Cell References
  • To learn about various Formulas and Functions
  • To learn about Formatting, conditional formatting, creating charts, Sparklines & others in Excel

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Auditors
  • Bookkeeper
  • CEO
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Government Contractor
  • Non Profit Pros
  • QB Pro Advisor
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Xero Advisor
  • Young CPA