K2's 2024 Excel PivotTables for Accountants

Tuesday, December 31, 2024
Webcast or Webinar, Online
10:00AM - 6:00 PM (opens at 9:30 AM) EST
8Credits
Technical Business

Registration is Open

Members
$225.00 Regular Price
Non-Members
$275.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$160.00 Members / $224.00 Non-Members
Course Type: Webcast
Course Code: 24/AC016750
Level: Advanced
Vendor: ACPEN
Field of Study: Accounting, Computer Software and Applications

Overview:

Isn’t it time you learned about PivotTables – Excel’s best feature? If so, participate in this session to learn PivotTables from A to Z to take full advantage of this terrific tool's many benefits.

Objectives:

  • Identify the six main elements of a PivotTable report and their use when creating PivotTables
  • Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
  • Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTable
  • Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
  • 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
  • Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact

Major Topics:

  • PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
  • Formatting PivotTables
  • Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
  • Analytical techniques available in PivotTables

Major Topics:

  • PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
  • Formatting PivotTables
  • Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
  • Analytical techniques available in PivotTables

Designed For:

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

Prerequisites:

Fundamental understanding of Microsoft Office Excel 2019 or newer