K2's Excel PivotTables for Accountants
4.00 Credits
Member Price $180
Non-Member Price $230
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.
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
Prerequisites
Fundamental understanding of Microsoft Excel
Designed For
Business 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 , 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
Preparation
None
Leader(s):
Leader Bios
Mac McClelland, Mac McClelland, an attorney and accou, K2 Enterprises
Mac McClelland, MBA, JD, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, La., and Network Management Group of Hutchinson, Kan. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting. He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence. MCClelland has been published in leading business and practitioner journals, including Computers in Accounting, Journal of Accounting Education, and the top rated Journal of Accounting Research.
Non-Member Price $230
Member Price $180