Streamlined Excel Reporting Series Session 3: PivotTables Displays and Alternatives

Course Details

Date

Thursday, August 28, 2025

11:00am – 1:00pm (Registration: 4:04pm)

Location

Online

Field of Study

Technology

CPE Credit

2 hours CPE credit

Level of Knowledge

Intermediate

Vendor

AICPA

Prerequisites

PivotTables, Excel, Excel fields, Excel columns, Excel data, Excel tables, tables, row fields, value fields, column fields, filter, filter fields, updating data, data, groups, subtotals, value formats, formatting, excel formatting, PivotTable formatting, financial reports, financial reporting, external data, PivotTable basics, slicers, TEXTJOIN, TEXTSPLIT, GROUPBY, PIVOTBY, PERCENTOF; CLPIV; CLPIV3; clpiv; clpiv3

Description

Essential techniques for displaying data in alternative ways

You'll work alongside an expert instructor as you practice using PivotTables and exploring creative alternatives for insightful data presentation. You'll learn techniques for effective data presentation, including:

  • Filtering and sorting data
  • Cleaning and organizing data through text manipulation
  • Using dynamic features to summarize and analyze large datasets
  • Using slicers and filters for visual filtering

    Highlighting key Excel features through guided practice

    You'll walk through realistic scenarios that show alternative functions for greater data management, such as:
  • GROUPBY
  • PIVOTB
  • PERCENTOF

    In addition, various text functions such as TEXTJOIN and TEXTSPLIT will be explained, highlighting how to concatenate and split text strings efficiently.

    *Session 3 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 4: External Data and PivotCharts](https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-reporting-series-session-4-external-data-and-pivotcharts) to tackle real-world issues and create powerful workbooks.*

    Highlights

  • Show Value As
  • Sorting
  • Filtering
  • PivotTable alternatives (GROUPBY, PIVOTBY, and PERCENTOF)
  • Text Functions (TEXTJOIN and TEXTSPLIT)

    Objectives

    • Apply PivotTable features to display data in multiple formats, enhancing data analysis.
    • Determine effective use of filtering and sorting with PivotTables.
    • Identify PivotTable alternative functions and text functions for data analysis and organization.

    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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