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