MenuClose
 Log Out
Cart 0 items
Site Search
Course Search

Streamlined Excel Reporting Series Session 3: PivotTables Displays and Alternatives

 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.
 Thu, 08/28/2025 from 1:00 pm to 3:00 pm
 Mon, 11/10/2025 from 9:00 am to 11:00 am
 Thu, 02/26/2026 from 1:00 pm to 3:00 pm
Designed For:

All accounting and finance professionals

Prerequisite:

PivotTables, Excel, Excel fields, Excel columns, Excel data, Excel tables, tables, row fields, value fields, column fields, filter, filter fields, updating data, data, groups, subtotals, value formats, formatting, excel formatting, PivotTable formatting, financial reports, financial reporting, external data, PivotTable basics, slicers, TEXTJOIN, TEXTSPLIT, GROUPBY, PIVOTBY, PERCENTOF; CLPIV; CLPIV3; clpiv; clpiv3

Essential techniques for displaying data in alternative ways

You'll work alongside an expert instructor as you practice using PivotTables and exploring creative alternatives for insightful data presentation. You'll learn techniques for effective data presentation, including:

  • Filtering and sorting data
  • Cleaning and organizing data through text manipulation
  • Using dynamic features to summarize and analyze large datasets
  • Using slicers and filters for visual filtering

    Highlighting key Excel features through guided practice

    You'll walk through realistic scenarios that show alternative functions for greater data management, such as:
  • GROUPBY
  • PIVOTB
  • PERCENTOF

    In addition, various text functions such as TEXTJOIN and TEXTSPLIT will be explained, highlighting how to concatenate and split text strings efficiently.

    *Session 3 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 4: External Data and PivotCharts](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

    • Apply PivotTable features to display data in multiple formats, enhancing data analysis.
    • Determine effective use of filtering and sorting with PivotTables.
    • Identify PivotTable alternative functions and text functions for data analysis and organization.

    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.