Self-Study
Use Pivot Tables to Organize, Summarize, and Analyze Data
Turn chaotic data into powerful insights using advanced Excel Pivot Table techniques. Elevate your analysis skills and streamline decision-making through hands-on training.
Price range: $145.00 through $175.00
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
 Secure Transaction CPE Credits
5 Credits: Computer Software & Applications
Course Level
Intermediate
Format
Self-Study
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 a PivotTable and its components and defaults
- Identify the steps needed to create a Pivot Table
- Recognize the steps needed to modify and format 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 and/or update underlying data
- Recognize how to create a PivotTable Charta and how it differs from a regular chart
- Identify methods to update a pivot table and locate its data source
Course Specifics
2224708
September 10, 2026
A good understanding of Excel is needed. Please see Advance Preparation.
This course is designed for users of Microsoft 365 users but Excel users with earlier versions should experience little difficulty. This course assumes a familiarity with Excel and is intended for an intermediate Excel user.
112
Compliance Information
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, 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 …
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