Use Pivot Tables to Organize, Summarize, and Analyze Data

5 Credits: Computer Software & Applications


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Use Pivot Tables to Organize, Summarize, and Analyze Data

Course Level
CPE Credits

5 Credits: Computer Software & Applications

Course Description

In the world of accounting and finance, managing and interpreting vast amounts of data can be overwhelming. This course is a lifeline for professionals struggling with data overload. It dives deep into Pivot Tables, Excel’s most powerful feature, transforming data chaos into structured, insightful information. Starting from the basics of creating a Pivot Table, this course guides you through modifying, formatting, and enriching your tables with advanced calculations. It tackles the common frustration of updating data sets, showing you how to refresh your Pivot Tables without starting from scratch. This course is a practical, step-by-step journey, equipped with an accompanying Excel file for hands-on learning. By the end of this course, you’ll not only save significant time but also elevate your data analysis skills, making you an invaluable asset in any data-driven decision-making process.

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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
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Course Specifics

Course ID
Revision Date
March 8, 2024

A good understanding of Excel is needed.
This course is designed for users of Excel 2019 and Microsoft 365 users, but Excel 2010 and 2013 users should experience little difficulty. This course is not intended for 2007 or earlier versions of Excel. It assumes a familiarity with Excel and is intended for intermediate Excel users.

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.

Number of Pages

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Patricia McCarthy Headshot

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 …