Streamlined Excel Reporting Series Session 2: Working with PivotTables

Overview

Accounting and financ

Unlock the full potential of your data with PivotTables

PivotTables are a versatile and transformative tool for organizing and analyzing data. Whether you’re a beginner or an experienced user, this course will provide you with the knowledge and skills to make the most of PivotTables so that you can:

Customize PivotTable options

Execute advanced calculations

Create insightful reports

Moving beyond formula-based reports

By delving into more advanced techniques for using PivotTables, you'll learn how to replace formula-based reports by:

Incorporating multiple fields into the Values area

Performing custom calculations using calculated fields and items

Setting up PivotTable options to create sophisticated reports

*Session 2 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 3: PivotTable Displays and Alternatives](Need new URL due to Title change) to tackle real-world issues and create powerful workbooks.*

Course Instructor: Liam Bastick

Highlights

Report type comparison

Customizing PivotTable options

Format and design options

Calculated fields and items

Multiple value fields

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Designed For

All accounting and finance professionals

Objectives

Use PivotTable to organize reports with options, layout, and design formats.
Identify options of PivotTable multiple value fields.
Distinguish optimal use of calculated fields and calculated items.

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.