Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance, and demonstration from the instructor, you will be ready to begin using PivotTables to accomplish routine analysis and reporting.
Specific topics covered in this session will include creating a simple PivotTable, grouping and ungrouping, formatting your PivotTable and drilling down to underlying details. PivotTables dynamically linked to external databases and financial accounting systems will be covered. Participants will have access to sample data files.
Schedule
- May 27, 2024 @8:30am - 12:30pm
- May 28, 2024 @8:30am - 12:30pm
Who Will Benefit
Accountants and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data.
- Identify and define the six main elements of a PivotTable report and describe how they are used when creating basic PivotTables; describe how to Group and Ungroup Data in PivotTables; how to Use Field Settings to alter the data displayed; how to Sort and Filter Data in a PivotTable, and how to update the PivotTable for changes in the underlying data
- Understand how to format PivotTables with Styles; how to modify text in a PivotTable; and how to use Conditional Formatting in your PivotTable
- Describe how to import the data from an accounting system and prepare the data to be used in the PivotTable; additionally, describe how to use Tables as sources for PivotTables
- Define ODBC and describe how to use ODBC data sources as the foundation for PivotTables; define PivotCache and describe techniques used to manage the PivotCache
How to Access The Course
- Participants should have a fundamental understanding of Excel.
- This course will be taught in Excel for Office 365 with reference to the differences to Excel 2010 and subsequent. The program focuses on Excel for Windows and we encourage you to bring your windows laptop equipped with Excel 2010 or newer to follow along with the instructor.
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.