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Simplifying Excel Reporting – Learn Pivot Tables from Scratch 1.5 Credits

Simplifying Excel Reporting – Learn Pivot Tables from Scratch 1.5 Credits

  • Rating

    4.7
  • Published on

    June, 2024
  • Subject Area

    Computer Software and Applications

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Oct 25, 09:00 AM ET

Learning Objective

  • Harness the full potential of Pivot Tables to transform raw data into meaningful and enlightening reports and summaries.
  • Review the optimal data structuring techniques to maximize the effectiveness of Pivot Tables.
  • Master designing and formatting Pivot Table reports for clarity and comprehension.
  • Explore diverse data summarization methods, including totals, counts, and percentages.
  • Know how to Convert Pivot Tables into visually engaging charts.

Course Overview

Unlock the power of Excel's data analysis and Business Intelligence (BI) toolkit with Pivot Tables. Whether you aim to construct dynamic dashboards, conduct in-depth data analysis, or streamline data summaries for personal or business purposes, Pivot Tables are your key to success.

Without complex formulas, you can effortlessly generate insightful reports, dynamic dashboards, and informative charts in just a few clicks. These tools empower you to summarize, analyze, interpret, and gain a deeper understanding of your data, enabling you to uncover trends and derive answers to critical questions that drive your key business decisions.

Despite their reputation for complexity, Pivot Tables are surprisingly accessible and user-friendly. Join our CPE Course to demystify their usage and learn how to create them effectively. Pivot Tables are indispensable tools for professionals in various industries, from global enterprises to burgeoning startups and small businesses. 

Acquiring the skill of creating Pivot Tables is necessary for anyone seeking to leverage Excel for rapid report and summary development. This CPE Course will equip you with a strong foundation to build Pivot Tables and reports.

Key topics covered:

  • Discover the best use cases for Pivot Tables and how to avoid common mistakes with raw data.
  • Effortlessly create Pivot Tables and apply data summarization techniques like totals, counts, and percentages.
  • Enhance readability by formatting Pivot Tables and arranging data alphabetically or numerically.
  • Visualize data with charts and graphs and manage updates when source data changes.
  • Use Slicers effectively for data filtering and understand when to use GETPIVOTDATA.

Join this CPE Course, it is for individuals who want to harness the power of Pivot Tables in Excel, whether you aim to create reports and summaries or enhance your Excel proficiency swiftly. 

Note: The training will be conducted using the latest version of Excel for Windows, although much of the functionality applies to earlier Excel versions.

Ready to Excel? Explore our Certificate course: Certified Excel Specialists.

Dive into the world of CPA CPE courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

  • 1.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit of Computer Software and Applications for CPA in Canada
  • 1.5 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 1.5 CPE Credit of Computer Software and Applications for Chartered Global Management Accountants (CGMA)
  • 1.5 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountant - ICAEW
  • 1.5 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
  • 1.5 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
  • 1.5 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for CPA - Ireland
  • 1.5 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)

  • 1.5 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1.5 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPD Credit of Computer Software and Applications for CPA in Canada
  • 1.5 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 1.5 CPE Credit of Computer Software and Applications for Chartered Global Management Accountants (CGMA)
  • 1.5 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 1.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1.5 CPD Credit for Chartered Accountant - ICAEW
  • 1.5 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
  • 1.5 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
  • 1.5 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
  • 1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1.5 CPD Credit for Chartered Accountants - Scotland
  • 1.5 CPD Credit for CPA - Ireland
  • 1.5 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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.

About Instructor

Mike Thomas
Mike Thomas

Owner, The Excel Trainer

  • 4.6
  • rating
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In a career spanning 30+ years, Mike Thomas, a UK-based IT Trainer, has delivered thousands of courses and produced hundreds of written and video-based tutorials. 

He is a subject matter expert in a range of technologies, his primary focus and passion being Microsoft Office (especially Excel) on both the Windows and Mac platforms and Power BI. 

Mike is a Fellow of The Learning and Performance Institute and has worked with and for many global and UK-based companies and organizations across a diverse range of industries including healthcare, pharmaceutical and public sector.

In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.7

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Very Good

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TH

Tyler Hofmann, CPA (US)

Very helpful and explanatory session exploring multiple facets of pivot tables and escalating the complexity as the session went on. It was helpful to see all the different versions of manipulating the same data and how different pivot table options resulted in those versions. I was able to find a data source I look at monthly with some very crunched formulas in it and with some small tweaks now can use a pivot table to summarize this data and present to management in a better format and more reliably. Thanks for a great seminar!

PS

Paul Saltzman, CPA (US)

Really good presentation on a complicated topic. The instructor was excellent with his knowledge and the way he presented, including the pace of the webinar and the many examples he gave on PIVOT tables. He should be teaching a lot of EXCEL webinars with his knowledge.

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

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    Mobile App Access

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  • Live Support
    Live Support

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