Computer Science
Familiarity with Excel.

Course Description

PivotTables are one of Excel's best features. They allow you to slice and dice complex data so you can analyze it in a variety of ways. If you have ever had a large list of data and tried to analyze it or predict a trend from just looking at the numbers, then you know how difficult that can be. This course will help you maximize the flexibility of PivotTables by showing you how to easily move, summarize, analyze, and interact with data in a variety of ways. Helpful tips and exercises presented in the course make this a valuable and hands-on resource.


Patricia McCarthy, MBA

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award.

She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona.

Patricia is a graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities.

Patricia also has an extensive business background in audit and financial functions. She runs a blog called Chatting about Excel and More, and she writes self-study CPE courses on Microsoft Excel for Western CPE.

Course Specifics

Computer Science
Jul 18, 2017
Familiarity with Excel.
This course is designed for users of Excel 2016. Participants with Excel 2010 and 2013 can complete the course and should experience little difficulty. This course is not intended for 2007 or earlier versions of Excel.

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the purpose, characteristics, and various components of a Pivot Table
  • Identify the steps needed to create a Pivot Table
  • Recognize the process of modifying and formatting a Pivot Table
  • Recognize how to use and modify slicers
  • Recognize how to create fields, items, and calculations in a Pivot Table
  • Identify how to change, refresh, and/or update the underlying data in a pivot table
  • Recognize the process of creating a PivotTable Chart, noting allowed chart types and how a PivotTable chart differs from a regular chart
  • Identify methods to update a Pivot Table and locate its data source

Table of Contents

Learning Objectives

Pivot Table Overview

Creating a Pivot Table

Rearranging a Pivot Table

Rearrange data in a Pivot Table by right-clicking a field name

Rearrange data in a Pivot Table by dragging a field name into the Pivot Table

Rearrange data in an existing Pivot Table.

To Add a Field to the Pivot Table

To Remove a Field from the Pivot Table

Review Questions

Modifying a Pivot Table

Filtering/Hiding Data

Hide a Single Field using the Pivot Table Fields Pane

Hiding an Item using Selected Items


Slicer Properties

Sorting and Grouping

Creating a Sort Group

Drilling Down – The Detail

Creating Multiple Reports from One Pivot Table:



Review Practice Exercise

Grouping Dates

Review Questions

Review/Feedback Exercise

PivotTable Calculations

Summarizing a Value Field

Formatting Calculations

Subtotals and Totals


Using Excel Preset Calculations

Create Calculated Fields within a Pivot Table

Create a Calculated Item within a Pivot Table

Modifying/Deleting Calculated Fields and Items.

Formula List

Auto Formatting a Pivot Table

PivotTable Styles Gallery

To remove a Pivot Table style

To Format a PivotTable

To Format individual parts of the PivotTable

Subtotals and Totals

Review Questions

Pivot Table Charts

Creating a Pivot Chart from Excel Data

Creating a Pivot Chart from a Pivot Table

Pivot Charts in earlier Excel versions

Review Questions


Data Source

Automatically Update a Pivot Table with New Data

Create a Table

Create a Dynamic Range

Get Pivot Data

Review Questions

Review/Feedback Exercise

Review/Feedback Answers

Review Question Answers and Rationales



Final Examination

Answer Sheet

Course Evaluation


Choose Your Preferred Format

Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy

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