Seminar In-Depth

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: Recommended for 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

• Explain the process associated with creating PivotTables, including how to Group and Ungroup Data, Create Custom Groups, Pivot the Data, and Update the PivotTable for Changes in the Underlying Data
• Describe how to make calculations in PivotTables using techniques such as Calculated Items, Field Settings, Calculated Fields, Modifying Show Data As options, and New Percentage Options in Excel 2010
• Describe how to create PivotTables in enterprise-class organizations using tools and techniques such as Online Analytic Processing, Data Warehouses, OLAP Cubes, and PowerPivot
• Explain how to analyze data in PivotTables using tools and techniques such as Sorting, Filtering, Using Slicer Filters, Extracting Data with GETPIVOTDATA, and working with PivotCharts
• Describe how to apply specific PivotTable techniques to solve problems in areas of PivotTable Formatting, Reporting Report Filters as Separate Reports, Removing Ghost Items, Grouping Data into Fiscal Quarters and Fiscal Years, and Keeping PivotTable Row Order Intact

Dates & Locations