Introduction to PivotTables in Excel

Improve your ability to create and work with PivotTables so that you can more effectively summarize, analyze and present financial data.

Event Details

Location and date:
Online On-Demand Event

PivotTables are a powerful data summarization tool within Excel that can help you add tremendous value to your financial spreadsheets. This online course will teach you:

  • how to build intelligent, flexible summary tables to streamline reporting on frequently changing data
  • how PivotTables work
  • how to create a PivotTable
  • how to flip your data into alternate views and slice and dice it for deeper mining
  • how to use this tool to easily determine your business’ highest sales revenue or the lowest sales item for a specific quarter within the same PivotTable, without having to move around to different spreadsheets or workbooks

In addition to the insights and techniques you will learn, you will also gain a free ebook upon registration.

View Table of Contents

Additional options and pricing may be available. See pricing and registration for more details.



Member $145, Non Member $175

2 CPD hour(s)
Pricing & registration

You will learn about:

  • laying out data in Excel
  • creating PivotTables
  • modify existing PivotTables
  • sorting and filtering PivotTables to examine data from different angles
  • creating and using Slicers to explore PivotTable data

Who should attend?

  • advanced Excel users
  • IT professionals
  • business intelligence educators
  • consultants
  • financial analysts

More Details:

Session Descriptions

Introduction
Welcome

PivotTables basics
• What We Will Cover
• PivotTables Basics
• PivotTable Compliant Data Sources
• Creating a Basic PivotTable
• Creating a Basic PivotTable - Part 2

Formatting PivotTables
• Formatting PivotTables
• Creating an Expense Report
• Formatting the Expense Report PivotTable
• Finalizing the Expense Report PivotTable

Excel tables
• Excel Tables
• Sales Report Analysis with PivotTables
• Modifying Source Data
• Formatting the Sales Report
• Completing the Sales Report Analysis

Slicing and dicing your data
• Intro to Slicing Data
• Slicing Data
• Data Slicer Tools
• Linking Slicers to Multiple PivotTables

Connecting to databases
• Connecting to Databases
• Importing Data Sources
• Using PivotTables to Refine Data
• Consolidating Your Data Table
• Formatting Large Data Sets
• Slicing Large Data Sets
• Refreshing and Drilling Down from Databases

Conclusion
• In Review
• Conclusion
• Final Quiz

Speakers/Presenters

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Contacts

Please contact:

Member Development and Support
Tel: 1-800-268-3793
Email: customerservice@cpacanada.ca