K2's 2024 Excel PivotTables for Accountants

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.

Highlights

• 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

Prerequisites

Fundamental understanding of Microsoft Office Excel 2019 or newer

Designed For

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

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

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by ACPEN. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.