K2's Eight Awesome PivotTable Features 25-26

Are you looking to take your PivotTables to the next level? Many experts consider PivotTables to be Excel?s most powerful feature. Yet, most who cr...

4/17/2026 10:00am - 12:00pm  |  Online  |  CalCPA

Members: $98.00, Non-members: $127.00

CPE Categories: Specialized Knowledge & Applications (2 CPE)

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Description

Are you looking to take your PivotTables to the next level? Many experts consider PivotTables to be Excel?s most powerful feature. Yet, most who create and work with them barely scratch the surface of all PivotTables can do. In this session, you'll learn eight powerful features you may have missed. From user-defined calculations to consolidating reports and adding KPIs, we?ll show you how to get the most out of your PivotTables. These are just some examples of the great things you can do with PivotTables, and in this session, you will learn these and other techniques to make your PivotTables even more powerful.

Instructor: Thomas G. Stephens Jr

Target Audience

CPAs and other professionals seeking to advance their knowledge on the topic.

Course Objectives

Identify three types of user-defined calculations in PivotTables

List the steps necessary to add Key Performance Indicators to PivotTables

Name at least two benefits of using PivotTables for data consolidation needs

Differentiate between Slicer and Timeline filters

Cite examples of potential benefits associated with linking data into PivotTable reports

Subjects

Adding user-defined calculations to PivotTables

Enhancing PivotTables with Key Performance Indicators

Using PivotTables to consolidate ?standard? Excel reports

Creative ways to filter PivotTables

Linking accounting software data into PivotTables

Prerequisites

None.