Mastering PivotTables: Excel's Best Feature
Course ID: LE2172001
NASBA Category: Computer Software & Applications
Accounting
Level: Advanced
Author: K2 Enterprises
Conference Year: 2017
CPE Credits: 4
2
Prerequisites: Fundamental understanding of Microsoft Office Excel 2007 or newer
Advanced Preparation: None
Course Description:

PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then you should make time to participate in this course. In this program, you will learn how to build PivotTables, how to group data inside PivotTables--including grouping options for fiscal periods--and how to create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including how to build PivotTables that dynamically link data from external databases and financial accounting systems. Additionally, you will learn how to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. At the end of the day, you will be a master of Excel PivotTables!

If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you. With a little information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on very large data sets in a fraction of the time you are spending presently to complete such tasks.

Learning Objectives:

Upon successful completion of this course, participants will be able to:

  • Identify the six main elements of a PivotTable report and their use when creating PivotTables
  • Cite how to create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
  • Discuss how to import and link data from external data sources into PivotTables
  • Cite how to use tables and data models as data sources for PivotTables
  • Identify how to construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
  • Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel's GETPIVOTDATA function, and PivotCharts
  • Cite how to apply specific PivotTable techniques to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, and grouping PivotTable data into fiscal reporting periods

 

Compliance Information:
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NASBA Registry #: 103220
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Qualifies for CA Fraud: No