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K2's 2024 Excel PivotTables for Accountants

Overview

Isn’t it time you learned about PivotTables – Excel’s best feature? If so, participate in this session to learn PivotTables from A to Z to take full advantage of this terrific tool's many benefits.

Prerequisites

Fundamental understanding of Microsoft Office Excel 2019 or newer

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

Highlights

  • PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
  • Formatting PivotTables
  • Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
  • Analytical techniques available in PivotTables

Event Code:

6018252

8 CPE Credits
Accounting: 8 Credits

Registration

Member Price:
$225
Non-member Price:
$275

Online registration for this course is currently closed. To register for this course, please call us at (800) 292-1754.

Monday, January 13th

12:00pm to 8:00pm

Add to Calendar

Instructor

Thomas Stephens