October 16, 2023


8 Total CPE Credits


Webinar (CA): K2's Excel PivotTables for Accountants

  • Instructor

    Thomas Stephens, Jr

Learning Objectives

• Identify the six main elements of a PivotTable report and their use when creating PivotTables
• Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations and sorting and filtering options
• Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
• Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
• Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
• Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel's GETPIVOTDATA function and PivotCharts
• Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact

Major Topics

• PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
• Formatting PivotTables
• Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations and working with Power Pivot
• Analytical techniques available in PivotTables

CPE Credits Available

Total CPE
Computer Software & Applications

Things to Know About This Course

Course Level

  • Advanced


Fundamental understanding of Microsoft Office Excel 2019 or newer

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

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