Mobile Edition


Excel Power User Module 7: Introduction to PivotTables (4173096B)

 
Date:Friday, January 19, 2018
Time:2:00 PM - 4:00 PM
(Registration at 1:30 PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Vendor:California CPA Education Foundation
Course Level:Intermediate
Early Bird Price:Not applicable or see below.

Description:

The Excel Power User series helps you improve your Excel proficiency and quickly complete tasks.

This session introduces the PivotTable feature and covers the basics. Learn the four report layout areas, rows, columns, values and filters. Then you will learn how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. You will explore how to create monthly columns and how to properly format the values in a PivotTable.

Note: This session is presented with Excel for Windows. Items covered may not be available in Excel for Mac.



Objectives:
  • State the process to create a PivotTable report.
  • Identify the four PivotTable report layout areas.
  • State which type of PivotTable field will create report filters.


Major Topics:
  • PivotTable basics
  • Row fields
  • Value fields
  • Column fields
  • Filter fields
  • Updating data
  • Groups and subtotals
  • Value formats


Who Should Attend:

Accounting professionals who use Excel for Windows.



Prerequisite:
Excel Power User Modules 1-6 or knowledge of the topics covered.

Advanced Preparation:
None.

Session/Options

If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.