Webcast: K2's PivotTables 101 (XKPTT117)
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PivotTables may be challenging at first, but with a little instruction and guidance, they will become part of your regular repertoire for data analysis and reporting. This session begins with basic PivotTables and progresses to advanced PivotTable topics. Don't miss this opportunity to get started with PivotTables, the most powerful feature in Excel.

6/26/2017
When: 06/26/2017
9:00 AM until 11:00 AM
Where: Webcast
K2
United States
Presenter: Steven Phelan


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AcronymXKPTT117
CPE2 hours
VendorK2 Enterprises
Category
Management
LevelIntermediate
PrerequisiteGood working knowledge of Excel
Adv PrepNone
Yellow Book?No
Designed forAccountants and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Registration
Member$79
CPA Non-Member$104

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

PivotTables may be challenging at first, but with a little instruction and guidance, they will become part of your regular repertoire for data analysis and reporting. This session begins with basic PivotTables and progresses to advanced PivotTable topics. Don't miss this opportunity to get started with PivotTables, the most powerful feature in Excel.

Objectives

Upon completing this course, you should be able to:

  • Identify the six parts of a PivotTable
  • Describe the process of creating PivotTables using drag-and-drop
  • Create calculated fields and calculated items in PivotTables
  • Apply built-in grouping to date fields
  • Use special data summarization techniques to calculate period to period differences and YTD totals in PivotTable reports

Topics

  • Creating simple PivotTable reports
  • Rearranging reports in the PivotTable task pane
  • Applying built-in and custom grouping
  • Drilling down to details in the underlying data
  • Creating calculated fields and items
  • Using advanced data summarization techniques