November 19, 2022


Webinar


8 Total CPE Credits

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K2’s Excel PivotTables for Accountants

  • Instructor

    Thomas Stephens

Learning 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 PivotTables
  • 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 GET PIVOTDATA function, and Pivot Charts
  • 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

Major Topics

  • Accounting
  • Excel
  • Pivot Tables
  • Computer Software

CPE Credits Available

8
Total CPE
4
Accounting
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Advanced

Prerequisites

Fundamental understanding of Microsoft Office Excel 2013 or newer

Advanced Preparation

None

Intended Audience

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

Provider

ACPEN

This event has ended.