K2's Excel PivotTables for Accountants - Oklahoma Society of CPAs

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 of PivotTables, then plan to participate in this course. You will learn how to build PivotTables, group data inside PivotTables - including grouping options for fiscal periods - and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables that connect dynamically to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day!

This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.

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 knowledge 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 PivotTables

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

Preparation

None

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Brian Tankersley, Brian Tankersley is a consultant who, K2 Enterprises

Leader Bios

Brian Tankersley, Brian Tankersley is a consultant who, K2 Enterprises

Brian F. Tankersley, CPA, CITP, CGMA, is the Technology Editor for The CPA Practice Advisor magazine. He has over 30 years of professional experience, including accounting, auditing, technology, and education, including 20 years as a CPE discussion leader. He teaches courses nationally through K2 Enterprises since 2005 and currently works with Yaeger CPA Review. Tankersley is a Certified Information Technology Professional, a Chartered Global Management Accountant and makes his home in Farragut, Tenn.

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