PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance, and demonstration from the instructor, you will be ready to begin using PivotTables to accomplish routine analysis and reporting. This session will begin with basic PivotTables and progress to advanced PivotTable topics. Specific topics covered in this session will include drag-and-drop pivoting, grouping and ungrouping, creating calculated items and fields, and drilling down to underlying details. PivotTables consolidated from multiple ranges and PivotTables dynamically linked to external databases and financial accounting systems will be covered. Participants will have access to sample data files. "This was a great course. I came away with a lot of useful info to make my job easier." L.F., CPA NE "Time well spent - very valuable & time saving information." S.M., CPA AL
CPE Credit:
Instructional
delivery method:
Prerequisites:
Program level:
Advanced preparation:
Designed for:
Who should attend:
Recommended for 2 hours Accounting and 2 hours Specialized Knowledge and Applications
Group - live demo and discussion using color computer projection - NOT a hands-on course
Good working knowledge of Microsoft Excel
Advanced
None
Accountants and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Who should attend: Experienced Excel users who use or want to use PivotTables for data analysis
- Creating basic and advanced Excel PivotTables
- Using advanced PivotTable options
- Performing calculations within PivotTables
- Customizing fields in a PivotTable
- Formatting a PivotTable report
- Creating PivotTables on multiple ranges
- Automating PivotTables by connecting them to external databases or financial accounting systems
- Understanding the limitations of PivotTables and PivotTable calculations
- And much more...
| Event Date: | Location: | Sponsor Name: |
| 5/20/2010 | MA | Massachusetts Society of CPAs |
| 6/16/2010 | Brookfield, WI | Wisconsin Institute of CPAs |
| 6/16/2010 | Portland, OR | Oregon Society of CPAs |
| 6/21/2010 | MN | Minnesota Society of CPAs |
| 8/9/2010 | Phoenix, AZ | Arizona Society of CPAs |
| 8/19/2010 | Salt Lake City, UT | Utah Association of CPAs |
| 9/2/2010 | Honolulu, HI | Hawaii Society of CPAs |
| 9/9/2010 | Atlanta, GA | Georgia Society of CPAs |
| 9/16/2010 | Oklahoma City, OK | Oklahoma Society of CPAs |
| 9/29/2010 | WA | Washington Society of CPAs |
| 10/4/2010 | Charleston, WV | West Virginia Society of CPAs |
| 11/10/2010 | NC | North Carolina Association of CPAs |
| 11/18/2010 | Denver, CO | Colorado Society of CPAs |
| 12/30/2010 | Little Rock, AR | Arkansas Society of CPAs |
