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 |
