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.
Product Code
1000004796-138538
Credit Type
CPE: 8
CPE-Non-Technical: 4
CPE-Technical: 4
NASBA Field of Study
Accounting
Computer Software & Applications
Level of Difficulty
Advanced
Prerequisites
Fundamental knowledge of Microsoft Excel
Advance Preparation
None
Learning Objectives
Identify the six main elements of a PivotTable report and their use when creating PivotTables
Select appropriate tools to manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
Determine the best process by which to link and import data from external data sources into PivotTables
Use Consolidation PivotTables to consolidate data from multiple data sources in Excel
Apply knowledge gained in this session to create enterprise-class PivotTables that integrate Power Pivot and Slicers
Select appropriate tools and techniques, such as sorting, filtering, and Excel’s GETPIVOTDATA function, to analyze data summarized in PivotTables
Major Subjects
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
Formatting PivotTables
Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. During his professional career, Tommy has gained valuable ex...