Working With Excel® Pivot Tables: Powerful & Not Hard to Use…Really!

8:30 am–4:15 pm ET

# of CPE Credits



Excel® users that regularly manipulate, analyze, or present data can improve their productivity substantially by utilizing Pivot Tables. Many users avoid Pivot Tables even though they know how powerful they are because they believe Pivot Tables are confusing to work with and hard to use. Additionally, many people know that Pivot Tables provide benefit but do not realize the depth of capabilities that this reporting and analysis feature possesses. This session shows users that with a basic understanding of Pivot Table conventions, the intimidation factor disappears. Additionally, it details the robust feature set built into Pivot Tables. This course also spends time providing information about Excel Tables, which are helpful as a standalone feature, but also can be used to enhance Pivot Table reporting.


Once participants have completed this session, they should be able to * Understand the underlying concepts and conventions that drive Pivot Table operation * List four important components used when creating and working with Pivot Tables * Understand the benefits of using Excel® Tables, not only with Pivot Tables but as standalone objects * Explain ways to improve data presentation in Pivot Tables with * Automatic and custom groups * PivotTable options * The Design tab of the Pivot Table tools ribbon add-In * Formatting, sorting, and filtering features in Excel * Understand calculations including calculated fields and calculated items * Create and modify Pivot Charts


* This session is taught using a Hands-On methodology * We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience * The Excel® topics discussed in this session include * Introducing Pivot Tables * Working with Excel tables * Connecting Pivot Tables to external data * Extended Pivot Table functionality * Creating calculations in PivotTables * Using Power Pivot and creating Pivot Charts

Who Should Attend

Accounting and other business professionals who work in Excel® to analyze and report upon data and who want to utilize the power of Pivot Tables.

Required Knowledge

An understanding of Excel® conventions

Advanced Prep


Event Speaker(s)

Karl Egnatoff, CPA, CITP ( Phoenix Beach, LLC, Myrtle Beach, SC ),

Additional Event Information

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Also Available As

Thursday, November 12, 2020 (8:30 am–4:15 pm ET)
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Tuesday, January 19, 2021 (9:00 am–4:45 pm ET)
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Tuesday, February 23, 2021 (9:00 am–4:45 pm ET)
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Friday, March 12, 2021 (9:00 am–4:45 pm ET)
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Event Vendor:Phoenix Beach, LLC
Field of Study:Computer Software & Applications
Level: Intermediate

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0009720

Registration Fees

Registration FeeEarly BirdRegular
NCACPA MemberN/A$245.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants 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: www.nasbaregistry.org/.

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