Surgent's Data Analytics Readiness Series: PivotTables

Available Anytime
Location: Online
1Credits
Technical Business
Registration is Open
FICPA Members
$59.00 Regular Price
Nonmembers
$74.00 Regular Price
Product Code: SU24-DAR5-SSWC
Level: Intermediate
Vendor: Surgent
Field of Study: Information Technology

Overview:

This one-hour course will provide users with hands-on practice using PivotTables and Excel. Users will learn and apply skills to create, structure, and analyze data using PivotTables. The benefits and limitations of PivotTables will be discussed. Users will be introduced to Power Pivot and Online Analytics Processing within it. This course is one in a ten-part certification series, Core Data Analytics: Excel and Power BI Skills for Accounting and Finance Professionals, by Surgent IQ.

Objectives:

  • Understand the applicable Excel skills that will be required in making the transition to data analyst
  • Understand the uses, benefits, and limitations of PivotTables in Excel
  • Apply Excel skills to create, structure, and operate PivotTables using predefined data
  • Perform sorting, filtering, and calculations within PivotTables
  • Understand Online Analytical Processing and when it is used in Power Pivot

Major Topics:

  • Fields in a PivotTable
  • Benefits of PivotTable
  • Contextual tabs for a PivotTable
  • Field setting dialog box
  • Value field setting dialog box
  • Pivot table options
  • Exercises- PivotTables
    • Creating a PivotTable
    • Grouping by date
    • Sorting a PivotTable
    • Filtering a PivotTable
    • Calculations in a PivotTable
    • Slicers and timelines
    • Introduces OLAP (Online Analytical Processing) pivot tables in Power Pivot

Designed For:

Accountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas

Prerequisite:

Intermediate knowledge of Excel

Additional Info:

You will receive an email from info@surgent.com with instructions on how to log onto your course shortly.  If you do not receive the email within the hour, please check your spam filter.

For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.