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Streamlined Excel Reporting Series Session 2: Working with PivotTables

 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 11:00 am to 1:00 pm
 Fri, 11/07/2025 from 3:00 pm to 5:00 pm
 Fri, 02/20/2026 from 11:00 am to 1:00 pm
Designed For:

All accounting and finance professionals

Prerequisite:

Familiarity with Excel tables and formula-based reporting concepts

Unlock the full potential of your data with PivotTables

PivotTables are a versatile and transformative tool for organizing and analyzing data. Whether you're a beginner or an experienced user, this course will provide you with the knowledge and skills to make the most of PivotTables so that you can:

  • Customize PivotTable options
  • Execute advanced calculations
  • Create insightful reports

    Moving beyond formula-based reports

    By delving into more advanced techniques for using PivotTables, you'll learn how to replace formula-based reports by:
  • Incorporating multiple fields into the Values area
  • Performing custom calculations using calculated fields and items
  • Setting up PivotTable options to create sophisticated reports

    *Session 2 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 3: PivotTable Displays and Alternatives](Need new URL due to Title change) 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

    • Use PivotTable to organize reports with options, layout, and design formats.
    • Identify options of PivotTable multiple value fields.
    • Distinguish optimal use of calculated fields and calculated items.

    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.