Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

Overview

PivotTable essentials

Harnessing the potential of PivotTables

Whether you’re just starting out or seeking to improve your Excel expertise, PivotTables are versatile and powerful tools for data analysis. This course delivers a well-organized method for effectively understanding and using PivotTables through:

Practicing fundamentals with a leading expert in financial modeling

Creating and using sample datasets

Building PivotTables from the ground up

Innovative possibilities for presenting data

The core functionality of PivotTables for financial professionals is the ability to transform large datasets into meaningful summaries. By reorganizing data from a spreadsheet, PivotTables allows you to:

Extract key information and identify trends quickly

Simplify the process of analyzing data

Reduce the time spent on repetitive tasks

*Session 1 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 2: Working with PivotTables] (https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-reporting-series-session-2-working-with-pivottables) to tackle real-world issues and create powerful workbooks.*

Course Instructor: Liam Bastick

Highlights

PivotTable basics

Row fields

Value fields

Column fields

Filters

Updating data automatically in PivotTables

Groups and subtotals

Value formats

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Designed For

All accounting and finance professionals

Objectives

Identify the functions of PivotTables.
Distinguish the PivotTable report layout areas and optimal use.
Identify how to update data in a PivotTable.

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 AICPA (do_not_reply@on24event.com). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.