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Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

Overview

Harnessing the potential of PivotTables

Whether you're just starting out or seeking to improve your Excel expertise, PivotTables are versatile and powerful tools for data analysis. This course delivers a well-organized method for effectively understanding and using PivotTables through:

  • Practicing fundamentals with a leading expert in financial modeling
  • Creating and using sample datasets
  • Building PivotTables from the ground up

    Innovative possibilities for presenting data

    The core functionality of PivotTables for financial professionals is the ability to transform large datasets into meaningful summaries. By reorganizing data from a spreadsheet, PivotTables allows you to:
  • Extract key information and identify trends quickly
  • Simplify the process of analyzing data
  • Reduce the time spent on repetitive tasks

    *Session 1 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 2: Working with PivotTables] (https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-reporting-series-session-2-working-with-pivottables) to tackle real-world issues and create powerful workbooks.*

    Prerequisites

    Familiarity with Excel tables and formula-based reporting concepts

    Objectives

    • Identify the functions of PivotTables.
    • Distinguish the PivotTable report layout areas and optimal use.
    • Identify how to update data in a PivotTable.

    Highlights

  • PivotTable basics
  • Row fields
  • Value fields
  • Column fields
  • Filters
  • Updating data automatically in PivotTables
  • Groups and subtotals
  • Value formats

    Register Now

    Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

    • Event Code:

    4902843

    2 CPE Credits
    Computer Software & Applications: 2 Credits

    Registration

    Member Price:
    $125
    Non-member Price:
    $149

    Registration is open through 02/20.

    Friday, February 20th

    9:00am to 11:00am

    Add to Calendar

    Instructor

    Liam Bastick

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