myCPE
myCPE

Simplifying Excel Reporting – Learn Pivot Tables from Scratch 1.5 Credits

Dec 27, 2024, 03:30 PM ET

Simplifying Excel Reporting – Learn Pivot Tables from Scratch 1.5 Credits

  • Rating

    4.7
  • Published on

    June, 2024
  • Subject Area

    Computer Software and Applications

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Dec 27, 2024, 03:30 PM 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!

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

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
  • rating
  • rating
  • rating
  • rating

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

out of 5

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

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.

Recommended Courses

Excel for Mac - Speed Tips

Dec 12, 09:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Automating Financial Reporting in EXCEL (Part 2)

Dec 12, 09:30 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • CGMA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Excel Detox: Escape 2-Hour Data Entry Habits in Just 2 Minutes!

Dec 12, 11:30 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Excel Accountant: Dashboards In-Depth

Dec 13, 09:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Excel Detox: Escape 3-Hour Update Time in Just 3 Minutes!

Dec 13, 10:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Automating Financial Reporting in EXCEL (Part 3)

Dec 13, 11:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • CGMA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
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.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Add qualification to
view credit details

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months
Subscribed
Zihui purchased a subscription.
Subscribed
Ruvimbo purchased a subscription.
Subscribed
Rachel purchased a subscription.
Subscribed
Denise purchased a subscription.
Subscribed
MERWIN purchased a subscription.
Subscribed
Vickie purchased a subscription.
Subscribed
Tina purchased a subscription.
Subscribed
Jon purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
Yates purchased a subscription.
Subscribed
Katherine purchased a subscription.
Subscribed
Kayla purchased a subscription.
Subscribed
Gregor purchased a subscription.
Subscribed
Luvina purchased a subscription.
Subscribed
Dexter purchased a subscription.
Subscribed
Allison purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Grace purchased a subscription.
Subscribed
CHUKS purchased a subscription.
Subscribed
Aaron purchased a subscription.
Subscribed
Marsha purchased a subscription.
Subscribed
Lisa purchased a subscription.
Subscribed
Luis purchased a subscription.
Subscribed
Svetlana purchased a subscription.
Subscribed
Janna purchased a subscription.
Subscribed
Ahmed purchased a subscription.
Subscribed
Randy Jeter purchased a subscription.
Subscribed
Brenda purchased a subscription.
Subscribed
melissa purchased a subscription.
Subscribed
Tammy purchased a subscription.
Subscribed
Lea purchased a subscription.
Subscribed
LaTonya purchased a subscription.
Subscribed
Tiffany purchased a subscription.
Subscribed
karen purchased a subscription.
Subscribed
Wing Sze purchased a subscription.
Subscribed
Laura purchased a subscription.
Subscribed
Timothy purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
JESSICA purchased a subscription.
Subscribed
Carolina A. purchased a subscription.
Subscribed
Adrian purchased a subscription.
Subscribed
Ann purchased a subscription.
Subscribed
Louise purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Jenny purchased a subscription.
Subscribed
sylvia purchased a subscription.
Subscribed
Ruben purchased a subscription.
Subscribed
Denise purchased a subscription.
Subscribed
Laura Spandrio purchased a subscription.
Subscribed
Zachary purchased a subscription.
Subscribed
amy purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
nancy purchased a subscription.
Subscribed
Alyssa purchased a subscription.
Subscribed
David Bacher purchased a subscription.
Subscribed
stephen purchased a subscription.
Subscribed
Shan-Mei purchased a subscription.
Subscribed
Tamoor Siddiq purchased a subscription.
Subscribed
Mihai purchased a subscription.
Subscribed
Sandy purchased a subscription.
Subscribed
Deborah purchased a subscription.
Subscribed
Danny purchased a subscription.
Subscribed
Chris purchased a subscription.
Subscribed
Tina purchased a subscription.
Subscribed
Stacie purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Matthew purchased a subscription.
Subscribed
Angelica purchased a subscription.
Subscribed
Charles purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
Yoshiaki purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Priti purchased a subscription.
Subscribed
Amanda purchased a subscription.
Subscribed
Kitti purchased a subscription.
Subscribed
Christy purchased a subscription.
Subscribed
Shahezana purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Mary purchased a subscription.
Subscribed
MARIA DEL CARMEN purchased a subscription.
Subscribed
Cherie purchased a subscription.
Subscribed
Kenneth purchased a subscription.
Subscribed
Sonia purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Yazan purchased a subscription.
Subscribed
Carole purchased a subscription.
Subscribed
Scott purchased a subscription.
Subscribed
Grant purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Samyr purchased a subscription.
Subscribed
Farid purchased a subscription.
Subscribed
JEANNE purchased a subscription.
Subscribed
Koffi purchased a subscription.
Subscribed
Hazel purchased a subscription.
Subscribed
Matthew purchased a subscription.