Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
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!
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Topics Include:
- 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
A fundamental understanding of Microsoft Office Excel 2019 or newer is required for this course.
Schedule
- May 7, 2025, 1:00 p.m. - 5:00 p.m.
- May 8, 2025, 1:00 p.m. - 5:00 p.m.
Key Takeaways
Upon completion of this course, participants will 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, and Excel’s GETPIVOTDATA function
- 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
Who Will Benefit
Accountants and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data.
Prerequisite(s)
- Fundamental understanding of Microsoft Office Excel 2019 or newer
How to Access The Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
K2E Canada Inc. teaches courses nationally and internationally. We offer seminars on Excel, Word, PowerPoint, Outlook, Power BI and Access. In addition, our catalogue includes seminars on Internal Controls, Cloud Computing, Paperless Office, Tech Tools, Information Security, and overviews of current technology for accountants.