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K2’s Excel PivotTables for Accountants


Total Credits: 8 including 4 Accounting - Technical, 4 Computer Software & Applications - Non-technical

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Category:
ACPEN Industry Institute |  Industry |  Accounting and Auditing |  Technology
Faculty:
K2 Enterprises
Course Levels:
Advanced
Duration:
8 hours
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.

Price


Description

PivotTables are widely considered 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 how to extend your existing knowledge of PivotTables, then you should make time to participate in this course. In this program, you will learn how to build PivotTables, how to group data inside PivotTables – including grouping options for fiscal periods – and how to create user-defined calculations in your PivotTables.  You will also learn advanced PivotTable techniques, including how to build PivotTables that consolidate data from multiple data ranges and PivotTables dynamically connected to external databases and financial accounting systems. Additionally, you will learn how to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. At the end of the day, you will be a master of Excel PivotTables!

 

If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you.  With a little information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on very large data sets in a fraction of the time you are spending presently to complete such tasks.

Basic Course Information

Learning Objectives

Upon completing this course, you should be able to:

  • 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 techniques 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


Major Subjects
  • Accounting
  • Excel
  • Pivot Tables
  • Computer Software

Course Materials

Dates

Tue, Nov 03, 2020 - 07:30am to 03:12pm MST
Tue, Nov 10, 2020 - 11:30am to 07:12pm MST
Tue, Dec 01, 2020 - 07:30am to 03:12pm MST
Thu, Dec 10, 2020 - 11:30am to 07:12pm MST
Mon, Jan 04, 2021 - 07:30am to 03:12pm MST
Tue, Jan 05, 2021 - 11:30am to 07:12pm MST
Mon, Feb 01, 2021 - 07:30am to 03:12pm MST
Sat, Feb 06, 2021 - 07:30am to 03:12pm MST
Mon, Mar 01, 2021 - 07:30am to 03:12pm MST
Sat, Mar 06, 2021 - 07:30am to 03:12pm MST
Thu, Apr 01, 2021 - 07:30am to 03:12pm MDT
Tue, Apr 06, 2021 - 11:30am to 07:12pm MDT
Sat, May 01, 2021 - 07:30am to 03:12pm MDT
Thu, May 06, 2021 - 11:30am to 07:12pm MDT
Tue, Jun 01, 2021 - 07:30am to 03:12pm MDT
Tue, Jun 08, 2021 - 11:30am to 07:12pm MDT
Thu, Jul 01, 2021 - 07:30am to 03:12pm MDT
Tue, Jul 06, 2021 - 11:30am to 07:12pm MDT
Wed, Aug 04, 2021 - 07:30am to 03:12pm MDT
Sat, Aug 07, 2021 - 07:30am to 03:12pm MDT
Wed, Sep 01, 2021 - 07:30am to 03:12pm MDT
Thu, Sep 09, 2021 - 11:30am to 07:12pm MDT
Fri, Oct 01, 2021 - 07:30am to 03:12pm MDT
Wed, Oct 06, 2021 - 06:30am to 02:12pm MDT
Mon, Nov 01, 2021 - 07:30am to 03:12pm MDT
Sat, Nov 06, 2021 - 07:30am to 03:12pm MDT
Wed, Dec 01, 2021 - 07:30am to 03:12pm MST
Thu, Dec 16, 2021 - 08:30am to 04:12pm MST

Additional Info

Basic Course Information

Original Recording Date 2020
Date Added to Catalog 8/19/2020
Prerequisites Fundamental understanding of Microsoft Office Excel 2007 or newer
Advanced Preparation None
Designed For Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

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