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Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
Management Accounting
Webcast

Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

PivotTable essentials can improve your data analysis skills and provide deeper financial insights. Practice these skills alongside an expert.

$125 - $149
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Computer Software and Applications

Level

Intermediate

CPE Credits

2

Instructor

Liam Bastick

Availability

Product Number

VCL2PIV1250519

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 Business & partner 
Product Details

Harnessing the potential of PivotTables

Whether you're just starting out or seeking to improve your Excel expertise, PivotTables are versatile and powerful tools for data analysis. This course delivers a well-organized method for effectively understanding and using PivotTables through:

  • Practicing fundamentals with a leading expert in financial modeling
  • Creating and using sample datasets
  • Building PivotTables from the ground up

Innovative possibilities for presenting data

The core functionality of PivotTables for financial professionals is the ability to transform large datasets into meaningful summaries. By reorganizing data from a spreadsheet, PivotTables allows you to:

  • Extract key information and identify trends quickly
  • Simplify the process of analyzing data
  • Reduce the time spent on repetitive tasks

Session 1 is one of four individual sessions. Each session builds on the previous one, so consider watching Streamlined Excel Reporting Series Session 2: Working with PivotTables to tackle real-world issues and create powerful workbooks.

Key Topics

  • PivotTable basics
  • Row fields
  • Value fields
  • Column fields
  • Filters
  • Updating data automatically in PivotTables
  • Groups and subtotals
  • Value formats

Learning Outcomes

  • Identify the functions of PivotTables.
  • Distinguish the PivotTable report layout areas and optimal use.
  • Identify how to update data in a PivotTable.

Who Will Benefit

All accounting and finance professionals

Credit Info
CPE Credits
2
NASBA Field of Study
Computer Software and Applications
Level
Intermediate
Prerequisites
Familiarity with Excel tables and formula-based reporting concepts
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$149.00
AICPA Members
$125.00
CIMA Members
$125.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Liam Bastick
FCA, FCMA
Liam has over 30 years of experience in financial model development, auditing, valuations, M&A, strategy, training, and consultancy. He is the Managing Director of the boutique modelling firm, SumProduct, providing corporate finance modeming assistance, training, and consulting to clients worldwide. A regular author and editor of accounting, modelling, and Excel articles, Liam has written various books, including Excel Insights, Introduction to Financial Modelling, and Financial Modelling for Power BI. He is also an award-winning trainer, recognized 13 times as a Most Valuable Professional (MVP) in Excel by Microsoft, and appointed worldwide. He won the inaugural Lifetime Achievement Award for Financial Modelling (FMI) in 2021 and was a finalist for the Lifetime Achievement Award in MS Excel (2023) (GES).
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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