CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Use Pivot Tables to Organize, Summarize, and Analyze Data

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

Course Description

This course will help you get out from all of that data. It will show you how to quickly organize and summarize your data so that you can analyze it. The course covers everything that you need to know about pivot tables. It starts with having you create a pivot table and then modify and format it. It discusses how to drill down as well as how to create multiple reports from one pivot table. It also discusses how to create and add other formulas and items to an existing pivot table. Finally, it shows you how to update your pivot table with new data without recreating it every time. This is one of, if not the best, feature in Excel. Pivot Tables are a huge time saver if you are working with lots of data. There is an accompanying Excel file that allows you to walk through the examples in the eBook.

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
2224708
Revision Date
January 4, 2022
Prerequisites

A good understanding of Excel is needed.
Version:
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.

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 »

Use Pivot Tables to Organize, Summarize, and Analyze Data

Expert Instructors
CPE CREDITS
5 Credits: Computer Software & Applications

$145.00$175.00

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

Course Description

This course will help you get out from all of that data. It will show you how to quickly organize and summarize your data so that you can analyze it. The course covers everything that you need to know about pivot tables. It starts with having you create a pivot table and then modify and format it. It discusses how to drill down as well as how to create multiple reports from one pivot table. It also discusses how to create and add other formulas and items to an existing pivot table. Finally, it shows you how to update your pivot table with new data without recreating it every time. This is one of, if not the best, feature in Excel. Pivot Tables are a huge time saver if you are working with lots of data. There is an accompanying Excel file that allows you to walk through the examples in the eBook.

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
2224708
Revision Date
January 4, 2022
Prerequisites

A good understanding of Excel is needed.
Version:
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.

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 »

Use Pivot Tables to Organize, Summarize, and Analyze Data

Expert Instructors
CPE CREDITS
5 Credits: Computer Software & Applications

$145.00$175.00

Clear