K2's Eight Awesome PivotTable Features 26-27

PivotTables are Excel’s most powerful feature! Plan to participate in this session to learn about eight key PivotTable features to enhance your E...

8/21/2026 12:00pm - 2:00pm  |  Online  |  CalCPA

Members: $99.00, Non-members: $129.00

CPE Categories: Specialized Knowledge & Applications (2 CPE)

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Description

PivotTables are Excel’s most powerful feature! Plan to participate in this session to learn about eight key PivotTable features to enhance your Excel-based reporting processes. Upon completing this session, you’ll be stunned at what PivotTables can do!

Course Objectives

• Identify three types of user-defined calculations in PivotTables

• Differentiate the steps necessary to add Key Performance Indicators to PivotTables

• Identify at least two benefits of using PivotTables for data consolidation needs

• Differentiate between Slicer and Timeline filters

• Distinguish 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

Working knowledge of PivotTables created using Microsoft Office Excel