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

8:30 am–4:15 pm ET

# of CPE Credits



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.


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


* 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


Event Speaker(s)

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

Additional Event Information

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Also Available As

Wednesday, July 20, 2022 (8:30 am–4:15 pm ET)
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Thursday, June 2, 2022 (8:30 am–4:15 pm ET)
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Friday, November 4, 2022 (8:30 am–4:15 pm ET)
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Tuesday, December 27, 2022 (8:30 am–4:15 pm ET)
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Friday, April 14, 2023 (8:30 am–4:15 pm ET)
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Level: Intermediate

Event Code:WB041922

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$260.00
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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