Seminar In-Depth

Excel PivotTables for Accountants - Part I
Course Description

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

Course Information

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

Course Highlights
  • 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...
Dates & Locations
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

CONTINUING PROFESSIONAL EDUCATION FOR ACCOUNTING AND FINANCIAL PROFESSIONALS

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