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Working With Excel® PivotTables: Powerful and Not Hard to Use…Really!

8:30 am–4:15 pm ET

# of CPE Credits

8

Description

Excel® users who regularly manipulate, analyze, or present data can improve their productivity substantially by utilizing PivotTables. Many users avoid PivotTables even though they know how powerful they are because they believe PivotTables are confusing to work with and hard to use. Additionally, many people know that PivotTables 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 PivotTable conventions, the intimidation factor disappears. Additionally, it details the robust feature set built into PivotTables. This course also spends time providing information about Excel Tables, which are helpful as a standalone feature, but also can be used to enhance PivotTable reporting.

Objective

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

Highlights

* 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 PivotTables * Working with Excel tables * Connecting PivotTables to external data * Extended PivotTable functionality * Creating calculations in PivotTables * Using Power Pivot and creating PivotCharts

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 PivotTables

Required Knowledge

An understanding of Excel® conventions

Advanced Prep

None

Event Speaker(s)

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

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

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Also Available As

Webcast
Tuesday, October 26, 2021 (8:30 am–4:15 pm ET)
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Webcast
Tuesday, September 14, 2021 (8:30 am–4:15 pm ET)
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Webcast
Monday, January 24, 2022 (8:30 am–4:15 pm ET)
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Event Vendor:Taymes, LLC
Field of Study:Computer Software & Applications
Level: Intermediate

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0036021

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$245.00
Non-MemberN/A$345.00
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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