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. 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.
Course Information:
CPE Credit: Recommended 4 Hours Specialized Knowledge and Applications
Instructional delivery method: Group-live demo and discussion using color computer projection - NOT a hands-on course
Prerequisites: Good working knowledge of Microsoft Excel
Program level: Advanced
Advanced preparation: None
Designed for: 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 AutoShow, AutoSort, Page fields, and other 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: |
| 6/11/2008 |
Bloomington, MN |
Minnesota Society of CPAs |
| 6/23/2008 |
Wichita, KS |
Kansas Society of CPAs |
| 6/26/2008 |
Gulf Shores, AL |
Alabama Society of CPAs |
| 7/16/2008 |
Denver, CO |
Colorado Society of CPAs |
| 8/12/2008 |
Brookfield, WI |
Wisconsin Institute of CPAs |
| 8/15/2008 |
Grand Junction, CO |
Colorado Society of CPAs |
| 8/19/2008 |
Louisville, KY |
Kentucky Society of CPAs |
| 9/10/2008 |
Bellevue, WA |
Washington Society of CPAs |
| 9/10/2008 |
Kenner, LA |
Society of Louisiana CPAs |
| 9/17/2008 |
Albuquerque, NM |
New Mexico CPA Foundation |
| 10/7/2008 |
Charleston, WV |
West Virginia Society of CPAs |
| 10/16/2008 |
Greensboro, NC |
North Carolina Association of CPAs |
| 10/28/2008 |
Dublin, OH |
Ohio Society of CPAs |
| 11/11/2008 |
Phoenix, AZ |
Arizona Society of CPAs |
