K2's 2024 Excel PivotTables for Accountants
Overview
Isn’t it time you learned about PivotTables – Excel’s best feature? If so, participate in this session to learn PivotTables from A to Z to take full advantage of this terrific tool's many benefits.
Highlights
- PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
- Formatting PivotTables
- Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
- Analytical techniques available in PivotTables
Prerequisites
Fundamental understanding of Microsoft Office Excel 2019 or newer
Designed For
Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Objectives
- Identify the six main elements of a PivotTable report and their use when creating PivotTables
- Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
- Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTable
- Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
- Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
- Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel’s GETPIVOTDATA function, and PivotCharts
- Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact
Notice
“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!
Non-Member Price $275.00
Member Price $225.00