January 29, 2027


Webinar


2 CPE Credits

Webinar (CA): K2's Eight Awesome PivotTable Features 26-27 đź—“

January 29, 2027
Webinar
2 CPE Credits

Webinar (CA): K2's Eight Awesome PivotTable Features 26-27 đź—“

  • Instructor

    Thomas
    Stephens

Learning Objectives

• Identify three types of user-defined calculations in PivotTables
• Differentiate the steps necessary to add Key Performance Indicators to PivotTables
• Identify at least two benefits of using PivotTables for data consolidation needs
• Differentiate between Slicer and Timeline filters
• Distinguish examples of potential benefits associated with linking data into PivotTable reports

Major Topics

• Adding user-defined calculations to PivotTables
• Enhancing PivotTables with Key Performance Indicators
• Using PivotTables to consolidate “standard” Excel reports
• Creative ways to filter PivotTables
• Linking accounting software data into PivotTables

CPE Credits Available

2 CPE Credits
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Data Analysis
  • Reporting
  • Technology

Prerequisites

Working knowledge of PivotTables created using Microsoft Office 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

    $ 99 99
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  • COCPA Non-Member

    $ 129 129
    Your Price

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