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K2's Excel PivotTables for Accountants

 Various
 
8.0
Registration is Open
Member Price
$225.00 Regular Registration
Your Price
$275.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 06/11/2025 from 11:00 am to 7:00 pm
 Wed, 07/02/2025 from 12:00 pm to 8:00 pm
 Wed, 07/23/2025 from 10:00 am to 6:00 pm
 Sat, 08/02/2025 from 11:00 am to 7:00 pm
 Wed, 08/13/2025 from 12:00 pm to 8:00 pm
 Tue, 08/19/2025 from 10:00 am to 6:00 pm
 Wed, 09/03/2025 from 11:00 am to 7:00 pm
 Wed, 09/24/2025 from 12:00 pm to 8:00 pm
 Thu, 10/02/2025 from 10:00 am to 6:00 pm
 Wed, 10/15/2025 from 11:00 am to 7:00 pm
 Wed, 11/05/2025 from 12:00 pm to 8:00 pm
 Wed, 11/26/2025 from 10:00 am to 6:00 pm
 Tue, 12/02/2025 from 11:00 am to 7:00 pm
 Wed, 12/17/2025 from 12:00 pm to 8:00 pm
Designed For:

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

Prerequisite:

Fundamental understanding of Microsoft Office Excel 2019 or newer

Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then plan to participate in this course. You will learn how to build PivotTables, group data inside PivotTables – including grouping options for fiscal periods – and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables that connect dynamically to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day!

This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.

Delivery Method: Individual webcast
CPE Credit: Accounting, Computer software & applications
Program Level: Advanced

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • Identify the six main elements of a PivotTable report and their use when creating PivotTables
  • Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
  • Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTable
  • Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
  • Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
  • Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel’s GETPIVOTDATA function, and PivotCharts
  • Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.