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CPE Sponsors

K2 Enterprises is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. or by visiting the web site: www.nasba.org

SEMINARS : COURSE DETAILS

Excel PivotTables for Accountants - Part II

This course is a continuation of Excel PivotTables for Accountants – Part I. It extends and builds upon the foundation of PivotTable topics covered in that course and includes in-depth coverage of using advanced data summary functions and creating calculated items and fields. Analysis and reporting of multidimensional OLAP data using PivotTables is also covered, along with coverage of PivotCharts and their use in creating digital dashboards. Other advanced topics, such as the use of an intermediary database to create PivotTables from multiple external data sources, creating consolidation PivotTables from data ranges in multiple workbooks, using server page fields to speed up ODBC queries of heavily utilized production databases, producing more effective reports with advanced formatting features, and numerous tips and tricks to improve your PivotTable experience will round out this course. This course is for those who have already completed Part I of this series and would like to extend their knowledge of Excel’s most powerful feature. 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: Excel PivotTables for Accountants - Part I or equivalent level of knowledge

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:

  • Using advanced data summary functions
  • Creating calculated items and calculated fields in PivotTables
  • Using PivotTables to report data from local and server-based OLAP cubes
  • Using PivotCharts to report financial data
  • Creating dashboards using PivotTables and PivotCharts
  • Creating consolidation PivotTables from ranges in multiple workbooks
  • Using an intermediary database to create PivotTables from multiple ODBC data sources
  • Using server page fields to speed up ODBC queries
  • Advanced formatting features and techniques

Dates & Locations:

Event Date: Location: Sponsor Name:
6/12/2008 Troy, MI Michigan Association of CPAs
7/23/2008 Columbia, SC South Carolina Association of CPAs
8/6/2008 New York, NY New York State Society of CPAs
8/20/2008 Bloomington, MN Minnesota Society of CPAs
8/29/2008 Pelham, AL Alabama Society of CPAs
10/6/2008 Tacoma, WA Washington Society of CPAs
10/7/2008 Salt Lake City, UT Utah Association of CPAs
10/20/2008 Brookfield, WI Wisconsin Institute of CPAs
10/21/2008 Albuqueruqe, NM New Mexico CPA Foundation
11/7/2008 Atlanta, GA Georgia Society of CPAs
11/18/2008 Denver, CO Colorado Society of CPAs