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.*
Objectives
- Identify the functions of PivotTables.
- Distinguish the PivotTable report layout areas and optimal use.
- Identify how to update data in a PivotTable.
Highlights
PivotTable basics
Row fields
Value fields
Column fields
Filters
Updating data automatically in PivotTables
Groups and subtotals
Value formats
Who Will Benefit
All accounting and finance professionals
Credits
| Category |
Amount |
| Information Technology |
2.00 |
