Excel PivotTables for Accountants

This session will begin with basic PivotTables and progress to advanced PivotTable topics.

 

PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance, and demonstration from the instructor, you will be ready to begin using PivotTables to accomplish routine analysis and reporting.

Applicable For

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

Content

Upon completing this course, you should be able to:

  • Identify and define the six main elements of a PivotTable report
  • Create PivotTables that summarize large volumes of data
  • Describe how to import the data from an accounting system and prepare the data to be used in the PivotTable
  • Create PivotTables from Multiple Consolidation Ranges
  • Drag-and-drop pivoting, group and ungrouping and drilling down to underlying details
  • Creating PivotTables from multiple ranges
  • Linking PivotTables to external database and financial accounting systems

What to Expect

Upon completing the registration process, you will receive an email from the provider within two business days confirming your registration along with instructions on how to join. Registrants can come and go from the course as often as they like.

Access to the course will expire December 31.2022.

A test with 5 questions per hour and a 70% pass rate is required to confirm attendance.

How Do I Connect?

Follow the steps outlined in the provider email to join the training session.

If you are having any technical issues during the session, please view the Help resources, where you will find technical support for the most common questions. If you need additional assistance, please call 1 985.542.9390 or send an email to [email protected].

CPA Manitoba PD Terms and Conditions

When
4/1/2022 - 3/31/2023
Online registration not available.

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