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Excel’s PivotTables

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • Maryland Tax Prep.
  • ACCA
  • CBA/MCBA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: August, 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

  • How do we make sense out of list in excel
    3 mins
  • How to create pivot table quickly without formulas
    9 mins
  • Highlights the cells with heat map using conditional formatting to your pivot table
    15 mins
  • Applying different table styles to your pivot charts
    24 mins
  • Application of different formulas in excel for Managing employee name, Zone, Status, birth date etc. in pivot table
    36 mins
  • Learn how to apply Recommended pivot table for your data
    47 mins
  • Learn about new Feature Insert Slicer for your pivot table
    55 mins

Course Description

Excel has a variety of tools like sorting, filtering, and subtotal to manage large lists of data, but if you need to analyze all that data and do it quickly, there’s no better feature than a PivotTable. You can quickly create a compact summary report (based on tons of data) without needing to write complex formulas or rely on lengthy techniques. The PivotTable feature is perhaps Excel’s best analytical tool and in addition to its speed, you get amazing flexibility and dynamism that let you quickly change the data interrelationships you’re viewing. Most PivotTable users discover that the feature is relatively easy to learn, but not so easy if you are simply seeing the instructions on the printed page; this is a visually-oriented feature based on displaying fields in different locations.

You’ll be amazed to see how Dennis Taylor, in very little time, can help you create a complete summary report with tons of data and you won’t even need to write formulas and rely on obscure techniques.

HIGHLIGHTS OF THE WEBINAR :

  • How to prepare source data for optimum analysis by a PivotTable
  • How to create a PivotTable with a minimum number of steps, including the Recommended PivotTables option
  • How to manipulate the appearance of a PivotTable via dragging and command techniques
  • Among the many features available with PivotTables, you will learn these capabilities:

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Learning Objectives

  • Comparing two or more fields in a variety of layout styles
  • Sorting and filtering results
  • Performing ad-hoc grouping of information
  • Using Slicers instead of filters to identify which field elements are displayed
  • Drilling down to see the details behind the summary
  • Creating a Pivot Chart that is in sync with a PivotTable
  • Hiding/revealing detail/summary information with a simple click
  • Dealing with dynamic source data and the “refresh” concept

Recommended For

  • This Online CPE webinar on Excel is recommended for CPAs, CVAs, CFAs, CFEs, and Tax Preparers who desires to help their clients with Excel knowledge
  • This Online CPE webinar is also recommended for CPAs in Canada who wants to help their clients in preparing compact reports through Excel 

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounts Director
  • Bookkeeper
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Firm
  • VP Accounts
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit for Maryland Tax Preparer (MRTP)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 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 for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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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.

Presenter

About Presenter

Dennis Taylor

Principal, Taylor Associates

Dennis Taylor has taught thousands of Excel seminars and classes over the past 25 years, has presented over 750 Excel webinars, and has been the author/co-author of six books on spreadsheet software. He has taught hundreds of public Excel seminars throughout the US and Canada since 2006 and has recorded numerous Excel courses 

Faq

FAQs content

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