Streamlined Excel Reporting Series
The PivotTable, one of Excel’s most powerful features for financial professionals, is decoded in this four-session series.
Format
Webcast
NASBA Field of Study
Computer Software and Applications
Level
Intermediate
CPE Credits
8
Instructor
Liam Bastick
Sessions
4
Availability
3 months
Product Number
VCL2PIV2602B
Comprehensive PivotTable overview with an expert instructor
You’ll delve into best practices for creating and formatting PivotTables. This course is designed to enhance the reporting capabilities of Excel users through the following expert-led sessions:
Session 1: PivotTable Fundamentals: This introduction to PivotTable features covers the basics. It will ensure you have the necessary skills for the remaining sessions, regardless of previous experience.
Session 2: Working with PivotTables: This in-depth focus on using PivotTables will equip you with the skills to summarize data, organize reports, and calculate fields and items. Additionally, you’ll learn about customization options to increase PivotTable functionality.
Session 3: PivotTable Displays and Alternatives: This session improves data analysis using PivotTable presentations and other options. It addresses topics such as sorting, filtering, and text functions, enabling you to present data in various formats while effectively employing these techniques.
Session 4: External Data and PivotCharts: This session will help you strengthen your Excel reporting skills by leveraging external datasets and PivotCharts. You’ll work alongside an expert to complete exercises targeted at best practices in data preparation and visualization.
After completing this series, you'll thoroughly understand PivotTables and their applications, ensuring you can effectively use these tools to enhance your data analysis and reporting capabilities.
Who Will Benefit
All accounting and finance professionals
Key Topics
- PivotTable fundamentals
- Filtering and sorting
- Transforming data
- Power Query
- Data Preparation
- PivotCharts
Learning Outcomes
- Identify the functions of PivotTables.
- Distinguish the PivotTable report layout areas and optimal use.
- Apply PivotTable features to display data in multiple formats, enhancing data analysis.
- Determine effective use of filtering and sorting with PivotTables.
- Identify PivotTable alternative functions and text functions for data analysis and organization.
- Identify methods for importing and transforming data directly into Excel.
- Apply data preparation techniques for data analysis purposes in Excel.
- Apply best practices for creating a PivotChart.
Group ordering for your team
2 to 5 registrants
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Start order6+ registrants
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US customers call 1-800-634-6780 (option 1)
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