K2's Excel PivotTables for Accountants

K2's Excel PivotTables for Accountants

Course Information

8

CPE Credits

8-Hour Course
Accounting (4 Credits)
Computer Software and Applications (4 Credits)

Fundamental Knowledge of Excel 2013 and Newer

Prerequisites

Advanced

Program Level

No

Preparation

Course Information

8

CPE Credits

8-Hour Course
Accounting (4 Credits)
Computer Software and Applications (4 Credits)

Fundamental Knowledge of Excel 2013 and Newer

Prerequisites

Advanced

Program Level

No

Preparation

Major Topics

Small businesses have unique and specific technology needs, including those around remote access. Whether team members need remote access to desktops, data, voice services, instant messaging, or Cloud-based services, sometimes the list of available options can be overwhelming!

In this course, you will learn about practical solutions for facilitating remote access in small businesses. Among other items, included in this program is a detailed review of various solutions to provide remote access to a desktop, how to work securely from remote locations, key considerations when selecting Cloud-based solutions, and how to facilitate communication and collaboration in remote environments.

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Course Description

PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their daily activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then make plans to participate in this course. 

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In this program, you will learn how to build PivotTables, how to group data inside PivotTables, and how to create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques. Some of these techniques will include consolidating data with PivotTables and linking data from external data sources into PivotTables. Additionally, you will learn how to take advantage of many other features associated with PivotTables. Among them are Slicers, Power Query, and Power Pivot. At the end of the day, you will be a master of Excel PivotTables!

If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you. With a little information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables in no time at all. And with just a little practice, you will be able to analyze and report on very large data sets in a fraction of the time you are spending presently to complete such tasks.

Learning Objectives

Upon completing this course, you should be able to:

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Who is the course for?

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data.

Instructional Delivery Method

Group-live demo and discussion using color computer projection – laptop friendly, with access to demonstration files. Program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.

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