Webcast: K2's Excel PivotTables for Accountants - Part I (XKEPT217)
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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 demonstration from the instructor, you will be ready to begin using PivotTables to accomplish routine analysis and reporting. This webinar will begin with basic PivotTables and progress to advanced PivotTable topics.

8/31/2017
When: 08/31/2017
12:00 PM until 4:00 PM
Where: Webcast
K2 Enterprises
United States
Presenter: Mac McClelland


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Acronym XKEPT217
CPE 4 hours
Vendor K2 Enterprises
Category
Management
Level Intermediate
Prerequisite Fundamental knowledge of Microsoft Excel
Adv Prep None
Yellow Book? No
Designed for Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Registration
Member $129
CPA Non-Member $179

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 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 demonstration from the instructor, you will be ready to begin using PivotTables to accomplish routine analysis and reporting. This webinar will begin with basic PivotTables and progress to advanced PivotTable topics.

Objectives

Upon completing this course, you should be able to:

  • Identify and define the six main elements of a PivotTable report
  • Create PivotTables that summarize large volumes of data
  • Describe how to import the data from an accounting system and prepare the data to be used in the PivotTable
  • Create PivotTables from Multiple Consolidation Ranges

Topics

  • Drag-and-drop pivoting, group and ungrouping, and drilling down to underlying details
  • Creating PivotTables from multiple ranges
  • Linking PivotTables to external database and financial accounting systems