Seminar In-Depth

Excel PivotTables for Accountants - Part II
Course Description

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

Course Information

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

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 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
Dates & Locations
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

CONTINUING PROFESSIONAL EDUCATION FOR ACCOUNTING AND FINANCIAL PROFESSIONALS

K2 Enterprises | 1250 SW Railroad Avenue - Suite 240A | Hammond, LA 70403 | (985) 542-9390

© 2009 K2 Enterprises | Email Us| Site Map