Learn how to manage and organize data more effectively and transform it into information.

Learning Objectives:
By the end of this course, participants will be able to

  Identify a PivotTable and its components and defaults
  Identify the steps needed to create a Pivot Table
  Recognize the steps needed to modify and format a pivot table
  Recognize how to use and modify slicers
  Recognize how to create fields, items and calculations in a Pivot Table
  Identify how to change and or update underlying data
  Recognize how to create a PivotTable Charta and how it differs from a regular chart
  Identify methods to update a pivot table and locate its data source

Delivery: Interactive using PDF file and Excel exercise files.
Level: Intermediate Excel user. See Version information.
Version: This course is designed for users of Excel 2019 and Microsoft 365 users but Excel 2010 and 2013 users should experience little difficulty. This course is NOT intended for 2007 or earlier versions of Excel. It assumes a familiarity with Excel and is intended for an intermediate Excel user.
Prerequisites: A good understanding of Excel is needed. Please see Version information.
Subject Category: Computer Applications and Software

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
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