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Overview

8.0 Credits
ONLINE

PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their daily activities. Learn how to build PivotTables, group data inside PivotTables, create user-defined calculations in your PivotTables and study advanced PivotTable techniques. Some of these techniques will include consolidating data with PivotTables and linking data from external data sources into PivotTables.

Objectives

  •     Identify the six main elements of a PivotTable report and their use when creating PivotTables
  •     Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
  •     Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
  •     Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
  •     Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
  •     Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel’s GETPIVOTDATA function, and PivotCharts
  •     Apply specific PivotTable techniques to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact

Prerequisite

Fundamental understanding of Microsoft Office Excel 2013 or newer

Sessions

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Tuesday, September 21, 2021

General Sessions