Use Pivot Tables to Organize, Summarize, and Analyze Data ON DEMAND
Available Until
Your Desk
5.0 Credits
Member Price $145.00
Non-Member Price $167.00
Overview
In the world of accounting and finance, managing and interpreting vast amounts of data can be overwhelming. This course is a lifeline for professionals struggling with data overload. It dives deep into Pivot Tables, Excel’s most powerful feature, transforming data chaos into structured, insightful information. Starting from the basics of creating a Pivot Table, this course guides you through modifying, formatting, and enriching your tables with advanced calculations. It tackles the common frustration of updating data sets, showing you how to refresh your Pivot Tables without starting from scratch. This course is a practical, step-by-step journey, equipped with an accompanying Excel file for hands-on learning. By the end of this course, you’ll not only save significant time but also elevate your data analysis skills, making you an invaluable asset in any data-driven decision-making process.
Highlights
Rearranging a pivot table. Modify a pivot table. Slicers. Group. Pivot table calculations. Auto formatting a pivot table. Pivot table charts. Data source.
Prerequisites
None.
Designed For
CPAs and other accounting, financial, and business professionals who want to use Pivot Table to organize, summarize and analyze data in Excel.
Objectives
Identify the purpose, characteristics, and various components of a Pivot Table. Identify the steps needed to create a Pivot Table. Recognize the process of modifying and formatting a Pivot Table. Recognize how to use and modify slicers. Recognize how to create fields, items, and calculations in a Pivot Table. Identify how to change, refresh, and/or update the underlying data in a pivot table. Recognize the process of creating a PivotTable Chart, noting allowed chart types and how a PivotTable chart differs from a regular chart. Identify methods to update a Pivot Table and locate its data source.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Patricia McCarthy, Western CPE
Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award.
She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona.
Patricia is a graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities.
Patricia also has an extensive business background in audit and financial functions. She runs a blog called Chatting about Excel and More, and she writes self-study CPE courses on Microsoft Excel for Western CPE.
Non-Member Price $167.00
Member Price $145.00