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Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

 Various
 
2.0
Registration is Open
Member Price
$125.00 Regular Registration
Your Price
$149.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 08/06/2025 from 9:00 am to 11:00 am
 Fri, 11/07/2025 from 1:00 pm to 3:00 pm
 Fri, 02/20/2026 from 9:00 am to 11:00 am
Designed For:

All accounting and finance professionals

Prerequisite:

Familiarity with Excel tables and formula-based reporting concepts

Harnessing the potential of PivotTables

Whether you're just starting out or seeking to improve your Excel expertise, PivotTables are versatile and powerful tools for data analysis. This course delivers a well-organized method for effectively understanding and using PivotTables through:

  • Practicing fundamentals with a leading expert in financial modeling
  • Creating and using sample datasets
  • Building PivotTables from the ground up

    Innovative possibilities for presenting data

    The core functionality of PivotTables for financial professionals is the ability to transform large datasets into meaningful summaries. By reorganizing data from a spreadsheet, PivotTables allows you to:
  • Extract key information and identify trends quickly
  • Simplify the process of analyzing data
  • Reduce the time spent on repetitive tasks

    *Session 1 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 2: Working with PivotTables] (https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-repor…) to tackle real-world issues and create powerful workbooks.*
    Delivery Method: Individual webcast
    CPE Credit: Computer software & applications
    Program Level: Intermediate

    This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

    • Objectives

    • Identify the functions of PivotTables.
    • Distinguish the PivotTable report layout areas and optimal use.
    • Identify how to update data in a PivotTable.

    Speakers

    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.