Description

Harnessing the potential of PivotTables

Whether you're just starting out or seeking to improve your Excel expertise, PivotTables are versatile and powerful tools for data analysis. This course delivers a well-organized method for effectively understanding and using PivotTables through:

- Practicing fundamentals with a leading expert in financial modeling

- Creating and using sample datasets

- Building PivotTables from the ground up

Innovative possibilities for presenting data

The core functionality of PivotTables for financial professionals is the ability to transform large datasets into meaningful summaries. By reorganizing data from a spreadsheet, PivotTables allows you to:

- Extract key information and identify trends quickly

- Simplify the process of analyzing data

- Reduce the time spent on repetitive tasks

*Session 1 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 2: Working with PivotTables] (https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-reporting-series-session-2-working-with-pivottables) to tackle real-world issues and create powerful workbooks.*

Target Audience

All accounting and finance professionals

Course Objectives

- Identify the functions of PivotTables.

- distinguish the PivotTable report layout areas and optimal use.

- Identify how to update data in A PivotTable.

Subjects

- PivotTable basics

- Row fields

- value fields

- Column fields

- Filters

- Updating data automatically in PivotTables

- Groups and subtotals

- value formats

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts