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Surgent's Microsoft 365: Getting Started with Excel PivotTables and PivotCharts

 Currently available
 
4.0
26 / S-60006
Registration is Open
Member Price
$79.00 Regular Registration
Your Price
$83.00 Regular Registration
Designed For:

Users experienced with using Microsoft 365: Excel in the Windows operating system environment, or experienced Excel users switching from earlier versions of Excel.

Prerequisite:

Experience working with Microsoft 365: Excel in the Windows operating system environment

This course is a two-lesson advanced level course that guides you through creating, formatting, and modifying PivotTables and PivotCharts in Excel using step-by-step hands-on activities.In Lesson 1, you learn how to create a blank PivotTable; then use the Fields List to manually arrange data in the PivotTable. Next, you learn how to create a PivotTable using three additional methods-the Recommended PivotTables button, the Quick Analysis feature, and the Summarize with PivotTable button and Data Model. You learn how to format a PivotTable by applying Number formatting, changing the PivotTable layout, hiding and showing subtotals and grand totals, and applying a PivotTable style. You also learn how to refresh a PivotTable when the underlying data is changed; how to filter a PivotTable; and how to rearrange the structure of a PivotTable.In Lesson 2, you learn to create a PivotChart from a PivotTable using multiple methods-the PivotChart button, standard Excel charting buttons, and a keyboard shortcut-plus you learn how to create a PivotChart and its underlying PivotTable simultaneously. Next, you learn to format the overall PivotChart by applying a chart style and chart layout; then you learn to format individual chart elements, such as the Chart Area, Axes, and Titles using formatting task panes. Finally, you learn to modify a PivotChart by filtering it, changing its chart type/subtype, adding, removing, and repositioning its fields, and changing the underlying data's row and column orientation.Note that this course emphasizes using the traditional keyboard and mouse actions to perform tasks in Excel.

Delivery Method: Download
CPE Credit: Computer software & applications
Program Level: Advanced

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 Surgent McCoy.

Objectives

  • Select different methods to create a PivotTable including the PivotTable button, Recommended PivotTables button, the Quick Analysis feature, and the Summarize with PivotTable button and Data Model
  • Recognize multiple ways to format a PivotTable using a shortcut menu and buttons on the PivotTable Design tab
  • Identify ways to modify a PivotTable using buttons on the PivotTable Analyze tab, a keyboard shortcut, the filtering arrows, the Fields List, slicers, and a shortcut menu
  • Select different methods to create a PivotChart including the PivotChart button, standard Excel charting buttons, a keyboard shortcut, and simultaneously with the PivotTable
  • Recognize multiple ways to format a PivotChart using the Chart Elements and Chart Styles buttons, buttons on the PivotChart Design and Format tabs, task panes, a shortcut menu
  • Identify ways to modify a PivotChart using Pivot Field buttons, a shortcut menu, the Fields List, and buttons on the PivotChart Design tab

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.