Streamlined Excel Reporting Series Session 2: Working with PivotTables

Course Details

Date

Friday, February 20, 2026

9:00am – 11:00am (Registration: 8:04am)

Location

Online

Field of Study

Technology

CPE Credit

2 hours CPE credit

Level of Knowledge

Intermediate

Vendor

AICPA

Prerequisites

Familiarity with Excel tables and formula-based reporting concepts

Description

Unlock the full potential of your data with PivotTables

PivotTables are a versatile and transformative tool for organizing and analyzing data. Whether you're a beginner or an experienced user, this course will provide you with the knowledge and skills to make the most of PivotTables so that you can:

  • Customize PivotTable options
  • Execute advanced calculations
  • Create insightful reports

    Moving beyond formula-based reports

    By delving into more advanced techniques for using PivotTables, you'll learn how to replace formula-based reports by:
  • Incorporating multiple fields into the Values area
  • Performing custom calculations using calculated fields and items
  • Setting up PivotTable options to create sophisticated reports

    *Session 2 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 3: PivotTable Displays and Alternatives](Need new URL due to Title change) to tackle real-world issues and create powerful workbooks.*

    Highlights

  • Report type comparison
  • Customizing PivotTable options
  • Format and design options
  • Calculated fields and items
  • Multiple value fields

    Objectives

    • Use PivotTable to organize reports with options, layout, and design formats.
    • Identify options of PivotTable multiple value fields.
    • Distinguish optimal use of calculated fields and calculated items.

    Designed For

    All accounting and finance professionals

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    Course Pricing

    WYOCPA Member Fee
    $125.00

    Non-Member Fee
    $149.00

    Your Price
    $149.00

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