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Excel’s PivotTables

Excel’s PivotTables

1 Credit


Subject Area

Computer Software and Applications

Webinar Qualifies For

1 CPE credit of Computer Software & Applications for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CE credit of Computer Technology for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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


  • 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.


  • 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

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