Overview
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!
This course is for you if you
have been leery of working with PivotTables or have struggled to realize their
many benefits. With some information, guidance, and coaching from your K2
instructor, you will be ready to use PivotTables to analyze and report on
extensive data sets in a fraction of the time you spend completing such
tasks.
Isn’t it time you learned about
PivotTables – Excel’s best feature? If so, participate in this session to learn
PivotTables from A to Z to take full advantage of this terrific tool's many
benefits.
•
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 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
This course is designed for
Accounting and financial professionals who want to use the power of Excel
PivotTables to analyze and summarize data.