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

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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