Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals

Course Details

Date

Wednesday, August 6, 2025

7:00am – 9:00am (Registration: 12:04pm)

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

Harnessing the potential of PivotTables

Whether you're just starting out or seeking to improve your Excel expertise, PivotTables are versatile and powerful tools for data analysis. This course delivers a well-organized method for effectively understanding and using PivotTables through:

  • Practicing fundamentals with a leading expert in financial modeling
  • Creating and using sample datasets
  • Building PivotTables from the ground up

    Innovative possibilities for presenting data

    The core functionality of PivotTables for financial professionals is the ability to transform large datasets into meaningful summaries. By reorganizing data from a spreadsheet, PivotTables allows you to:
  • Extract key information and identify trends quickly
  • Simplify the process of analyzing data
  • Reduce the time spent on repetitive tasks

    *Session 1 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 2: Working with PivotTables] (https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-reporting-series-session-2-working-with-pivottables) to tackle real-world issues and create powerful workbooks.*

    Highlights

  • PivotTable basics
  • Row fields
  • Value fields
  • Column fields
  • Filters
  • Updating data automatically in PivotTables
  • Groups and subtotals
  • Value formats

    Objectives

    • Identify the functions of PivotTables.
    • Distinguish the PivotTable report layout areas and optimal use.
    • Identify how to update data in a PivotTable.

    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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