CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

PivotTables: Easily Organize, Summarize, and Analyze Data

Icon_Self-Study
Self-Study
Icon_Level
Intermediate
Credits
CPE Credits
5 Credits: Computer Software & Applications

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.

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

Course Specifics

Course ID
2164542
Revision Date
August 27, 2020
Advanced Preparation

Designed for Excel 2019 and Microsoft 365 users, however excel 2010 and 2013 users should experience little difficulty. This course is NOT intended for 2007 or earlier versions of Excel.

Compliance information

NASBA Provider Number: 103220

Course Instructor

Patricia McCarthy Headshot
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 …

Patricia McCarthy, MBA Read More »

PivotTables: Easily Organize, Summarize, and Analyze Data

Expert Instructors
Format
CPE CREDITS
5 Credits: Computer Software & Applications

$145.00$175.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Intermediate
Credits
CPE Credits
5 Credits: Computer Software & Applications

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.

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

Course Specifics

Course ID
2164542
Revision Date
August 27, 2020
Advanced Preparation

Designed for Excel 2019 and Microsoft 365 users, however excel 2010 and 2013 users should experience little difficulty. This course is NOT intended for 2007 or earlier versions of Excel.

Compliance information

NASBA Provider Number: 103220

Course Instructor

Patricia McCarthy Headshot
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 …

Patricia McCarthy, MBA Read More »

PivotTables: Easily Organize, Summarize, and Analyze Data

Expert Instructors
Format
CPE CREDITS
5 Credits: Computer Software & Applications

$145.00$175.00

Clear