Streamlined Excel Reporting Series Session 2: Working with PivotTables
Accounting and finance professionals can gain Excel PivotTable skills to boost organizing and analyzing data capabilities.
Format
Webcast
NASBA Field of Study
Computer Software and Applications
Level
Intermediate
CPE Credits
2
Instructor
Liam Bastick
Availability
Product Number
VCL2PIV2250806
Unlock the full potential of your data with PivotTables
PivotTables are a versatile and transformative tool for organizing and analyzing data. Whether you're a beginner or an experienced user, this course will provide you with the knowledge and skills to make the most of PivotTables so that you can:
- Customize PivotTable options
- Execute advanced calculations
- Create insightful reports
Moving beyond formula-based reports
By delving into more advanced techniques for using PivotTables, you’ll learn how to replace formula-based reports by:
- Incorporating multiple fields into the Values area
- Performing custom calculations using calculated fields and items
- Setting up PivotTable options to create sophisticated reports
Session 2 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 3: PivotTable Displays and Alternatives](Need new URL due to Title change) to tackle real-world issues and create powerful workbooks.
Key Topics
- Report type comparison
- Customizing PivotTable options
- Format and design options
- Calculated fields and items
- Multiple value fields
Learning Outcomes
- Use PivotTable to organize reports with options, layout, and design formats.
- Identify options of PivotTable multiple value fields.
- Distinguish optimal use of calculated fields and calculated items.
Who Will Benefit
All accounting and finance professionals
Group ordering for your team
2 to 5 registrants
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