K2's Eight Awesome PivotTable Features 25-26

Course Details

Date

Friday, April 17, 2026

8:00am – 10:00am (Registration: 7:30am)

Location

Online

Field of Study

Technology

CPE Credit

2 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA

Prerequisites

None.

Description

Are you looking to take your PivotTables to the next level? Many experts consider PivotTables to be Excel?s most powerful feature. Yet, most who create and work with them barely scratch the surface of all PivotTables can do. In this session, you?ll learn eight powerful features you may have missed. From user-defined calculations to consolidating reports and adding KPIs, we?ll show you how to get the most out of your PivotTables. These are just some examples of the great things you can do with PivotTables, and in this session, you will learn these and other techniques to make your PivotTables even more powerful.

Highlights

  • 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

Objectives

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

Designed For

CPAs and other professionals seeking to advance their knowledge on the topic.

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