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Streamlined Excel Reporting Series Session 2: Working with PivotTables

Thursday, Nov. 12   10:00am - 12:00pm

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2.00 Credits

Member Price $89.00

Non-Member Price $109.00

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Overview

Unlock the full potential of your data with PivotTables

PivotTables are a versatile and transformative tool for organizing and analyzing data. Whether you’re a beginner or an experienced user, this course will provide you with the knowledge and skills to make the most of PivotTables so that you can:

  • Customize PivotTable options
  • Execute advanced calculations
  • Create insightful reports

    Moving beyond formula-based reports

    By delving into more advanced techniques for using PivotTables, you'll learn how to replace formula-based reports by:
  • Incorporating multiple fields into the Values area
  • Performing custom calculations using calculated fields and items
  • Setting up PivotTable options to create sophisticated reports

    *Session 2 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 3: PivotTable Displays and Alternatives](Need new URL due to Title change) to tackle real-world issues and create powerful workbooks.*

    Objectives

    • Use PivotTable to organize reports with options, layout, and design formats.
    • Identify options of PivotTable multiple value fields.
    • Distinguish optimal use of calculated fields and calculated items.

    Highlights

  • Report type comparison
  • Customizing PivotTable options
  • Format and design options
  • Calculated fields and items
  • Multiple value fields

    Designed For

    All accounting and finance professionals

    Prerequisites

    Familiarity with Excel tables and formula-based reporting concepts

    Notice

    You will receive an email from the AICPA with instructions to access the webinar.

    • Leader(s):

    Leader Bios

    Liam Bastickaicpa, AICPA

    Liam Bastick FCA, FCMA Liam has over 30 years of experience in financial model development, auditing, valuations, M&A, strategy, training, and consultancy. He is the Managing Director of the boutique modelling firm, SumProduct, providing corporate finance modeming assistance, training, and consulting to clients worldwide. A regular author and editor of accounting, modelling, and Excel articles, Liam has written various books, including Excel Insights, Introduction to Financial Modelling, and Financial Modelling for Power BI. He is also an award-winning trainer, recognized 13 times as a Most Valuable Professional (MVP) in Excel by Microsoft, and appointed worldwide. He won the inaugural Lifetime Achievement Award for Financial Modelling (FMI) in 2021 and was a finalist for the Lifetime Achievement Award in MS Excel (2023) (GES).

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    Non-Member Price $109.00

    Member Price $89.00

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