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 are also covered, along with an introduction to PivotCharts. 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, 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. "Very useful. Very applicable to my job. Excellent course!" D.M., CPA WI "Excellent. Very helpful and informative." A.S. TN
CPE Credit:
Instructional
delivery method:
Prerequisites:
Program level:
Advanced preparation:
Designed for:
Who should attend:
Recommended for 4 hours Specialized Knowledge and Applications
Group - live demo and discussion using color computer projection - NOT a hands-on course
Excel PivotTables for Accountants - Part I or equivalent level of knowledge
Advanced
None
Accountants and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Experienced Excel users who use or want to use PivotTables for data analysis
- 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 consolidation PivotTables from ranges in multiple workbooks
- Maintaining row order in a consolidation PivotTable
- Using an intermediary database to create PivotTables from multiple ODBC data sources
- Using advanced formatting features and techniques
| Event Date: | Location: | Sponsor Name: |
| 6/9/2010 | Ridgeland, MS | Mississippi Society of CPAs |
| 6/16/2010 | Portland, OR | Oregon Society of CPAs |
| 7/20/2010 | Missoula, MT | Montana Society of CPAs |
| 8/9/2010 | Madison, WI | Wisconsin Institute of CPAs |
| 9/8/2010 | Phoenix, AZ | Arizona Society of CPAs |
| 9/14/2010 | Des Moines, IA | Iowa Society of CPAs |
| 9/20/2010 | Albuquerque, NM | New Mexico CPA Foundation |
| 9/20/2010 | MN | Minnesota Society of CPAs |
| 9/28/2010 | Pelham, AL | Alabama Society of CPAs |
| 9/28/2010 | Salt Lake City, UT | Utah Association of CPAs |
| 10/20/2010 | Roseland, NJ | NJSCPA Education Foundation, Inc. |
| 11/19/2010 | Denver, CO | Colorado Society of CPAs |
| 12/6/2010 | Nashville, TN | Tennessee Society of CPAs |