Early Bird Fees (through 9/17)
After 9/17, add $50 to your fee.
CPE: 8 hours
Prerequisites: Fundamental understanding of Excel
Advanced prep: None
Who should attend: Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance, and coaching from your instructor, you will be ready to use PivotTables to accomplish data analysis and reporting. This seminar begins with basic PivotTables and progresses throughout the day to advanced PivotTable topics.
Specific topics covered in this session include how to build basic PivotTables, grouping and ungrouping data, creating calculated items and fields, and drilling down to underlying details. You will also learn how to build PivotTables consolidated from multiple data ranges and PivotTables dynamically linked to external databases and financial accounting systems in this seminar.
Additionally, you will learn how to take advantage of advanced features available in PivotTables, including Slicers and PowerPivot.
Course participants have access to all sample data files used in this course.
- Identify and define the six main elements of a PivotTable report and describe how they are used when creating basic PivotTables; describe How to Group and Ungroup Data in PivotTables, How to Use Field Settings to Alter the Data Displayed, How to Sort and Filter Data in a PivotTable, and How to Update the PivotTable for Changes in the Underlying Data
- Describe how to import PivotTable data from an accounting system and prepare the data to be used in the PivotTable; additionally, describe how to use Tables and Named Dynamic Ranges as sources for PivotTables
- Define Consolidation PivotTables, describe how to construct Consolidation PivotTables, and identify the advantages of using Consolidation PivotTables in lieu of other consolidation techniques
- 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 and 2013
- Describe how to create PivotTables in enterprise-class organizations using PowerPivot and Slicers
- Explain how to analyze data in PivotTables using tools and techniques such as Sorting, Filtering, 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