K2's 2024 Excel PivotTables for Accountants

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  • Location
    • Your Computer
      Your Space
      ISCPA / ACPEN Webinar, ID 00000
  • Credits
    • 8.00
  • Credit Type(s)
    • Accounting (4.00)
    • Computer Software & Applications (Technical) (4.00)
  • Prerequisites
    • Fundamental understanding of Microsoft Office Excel 2019 or newer

  • Vendor
    • ACPEN
  • Level
    • Advanced
  • Fields of Study
    • Accounting
    • Computer Software & Applications
  • Message
    • Virtual Experience

Description

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.



  • Presented by Thomas Stephens

    • Delivery Format: Live Webcast Replay

    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

    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

    Advanced Prep

    None

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    Leaders

    ACPEN Panel

    No Biography Available

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