K2's Excel PivotTables for Accountants

Overview

Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge, then this course is for you! In this dynamic and engaging session, you’ll master how to: • Build PivotTables from scratch • Group data inside PivotTables, including options for fiscal periods • Create user-defined calculations in your PivotTables We start with the fundamentals and quickly move to advanced techniques, including: • Building PivotTables that consolidate data from multiple ranges • Connecting PivotTables dynamically to external databases and financial accounting systems • Leveraging other Excel features associated with PivotTables, such as Slicers, Power Query, and Power Pivot This seminar is a must for anyone eager to enhance their Excel skills and transform their workflow. With guidance and coaching from your K2 instructor, you’ll be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.

Objectives

• Identify the six main elements of a PivotTable report and their use when creating PivotTables
• Select appropriate tools to manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
• Determine the best process by which to link and import data from external data sources into PivotTables
• Use Consolidation PivotTables to consolidate data from multiple data sources in Excel
• Apply knowledge gained in this session to create enterprise-class PivotTables that integrate Power Pivot and Slicers
• Select appropriate tools and techniques, such as sorting, filtering, and Excel's GETPIVOTDATA function, to analyze data summarized in PivotTables

Highlights

• PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
• Formatting PivotTables
• Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query
• Analytical techniques available in PivotTables
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Designed For

Business professionals who want to use the power of Excel PivotTables to analyze and summarize data

Prerequisites

Fundamental understanding of Microsoft Office Excel 2019 or newer

Preparation

None

Notice

To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.