Webcast: K2's Power Up Your PivotTables (XKPPT17)
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PivotTables have never been easier to build than they are in the latest versions of Excel. But, how do you handle calculated fields and calculated items, data grouping, simple data summaries, and special "show values as" data summaries? And how do you deal with non-calendar fiscal years, or 4-4-5 calendar periods? What problems does the Excel Data Model present to experienced PivotTable users, and how do you workaround these problems? Get the answer to these questions and more in this session on

9/5/2017
When: 09/05/2017
9:00 AM until 11:00 AM
Where: Webcast
K2 Enterprises
United States
Presenter: Mac McClelland


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Acronym XKPPT
CPE 2 hours
Vendor K2 Enterprises
Category
Management
Level Advanced
Prerequisite Good working knowledge of Excel and PivotTables
Adv Prep None
Yellow Book? No
Designed for Accounting and finance professionals who are already using PivotTables and are looking for advanced techniques to solve specific problems
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 have never been easier to build than they are in the latest versions of Excel. But, how do you handle calculated fields and calculated items, data grouping, simple data summaries, and special "show values as" data summaries? And how do you deal with non-calendar fiscal years, or 4-4-5 calendar periods? What problems does the Excel Data Model present to experienced PivotTable users, and how do you workaround these problems? Get the answer to these questions and more in this session on how to "power up" PivotTables.

Objectives

Upon completing this course, you should be able to:

  • Create calculated fields and calculated items for better data analysis
  • Calculate between-period differences using special data summaries
  • Demonstrate how to calculate fiscal months, fiscal quarters, and fiscal years for use with non-calendar fiscal periods
  • Describe how to summarize data when working with 4-4-5 and thirteen 28-day calendars
  • Identify the advantages and disadvantages of using the Excel Data Model as a PivotTable data source
  • Explain how to relate multiple data sources using VLOOKUP or Data Relationships

Topics

  • Creating calculated fields and calculated items
  • Formulating calculated items with relative references
  • Applying special data summarization techniques
  • Dealing with fiscal periods and special accounting calendars, such as 4-4-5 and thirteen 28-day periods
  • Using the Excel Data Model for PivotTable reporting