January 19, 2027


Webinar


8 CPE Credits

Webinar (CA): K2's Excel PivotTables For Accountants 26-27 đź—“

January 19, 2027
Webinar
8 CPE Credits

Webinar (CA): K2's Excel PivotTables For Accountants 26-27 đź—“

  • Instructor

    Thomas
    Stephens

Learning 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

Major Topics

• 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

CPE Credits Available

8 CPE Credits
4
Accounting
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Advanced

Professional Area of Focus

  • Accounting
  • Data Analysis
  • Technology

Prerequisites

Fundamental knowledge of Microsoft Excel

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.

Provider

California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 329 329
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  • COCPA Non-Member

    $ 439 439
    Your Price

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