K2's Excel PivotTables For Accountants 26-27

Isn’t it time you learned about PivotTables — Excel’s best feature” If so, participate in this session to learn PivotTables from A to Z to ...

9/16/2026 8:00am - 3:30pm  |  Online  |  CalCPA

Members: $329.00, Non-members: $439.00

CPE Categories: Accounting (4 CPE), Specialized Knowledge & Applications (4 CPE)

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Description

Isn’t it time you learned about PivotTables — Excel’s best feature” If so, participate in this session to learn PivotTables from A to Z to take full advantage of this terrific tool's many benefits.

Course Objectives

• Identify the six main elements of a PivotTable report and their use when creating PivotTables

• Select appropriate tools to manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options

• Determine the best process by which to link and import data from external data sources into PivotTables

• Use Consolidation PivotTables to consolidate data from multiple data sources in Excel

• Apply knowledge gained in this session to create enterprise-class PivotTables that integrate Power Pivot and Slicers

• Select appropriate tools and techniques, such as sorting, filtering, and Excel’s GETPIVOTDATA function, to analyze data summarized in PivotTables

Subjects

• PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables

• Formatting PivotTables

• Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query

• Analytical techniques available in PivotTables

Prerequisites

Fundamental knowledge of Microsoft Excel