K2's 2024 Excel PivotTables for Accountants

Overview

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.

Highlights

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

Prerequisites

Fundamental understanding of Microsoft Office Excel 2019 or newer

Designed For

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

Objectives

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 PivotTable
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