K2's Excel PivotTables for Accountants

Course Details

Date

Friday, October 22, 2021

9:30am – 5:00pm (Registration: 9:00am)

Location

Online

Field of Study

Technology

CPE Credit

8 hours CPE credit

Level of Knowledge

Advanced

Vendor

CalCPA

Prerequisites

Fundamental understanding of Microsoft Office Excel 2013 or newer.

Description

PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then you should make time to participate in this course. In this program, you will learn how to build PivotTables, how to group data inside PivotTables - including grouping options for fiscal periods - and how to create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including how to build PivotTables that consolidate data from multiple data ranges and PivotTables dynamically connected to external databases and financial accounting systems. Additionally, you will learn how to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. At the end of the day, you will be a master of Excel PivotTables! If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you. With a little information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on very large data sets in a fraction of the time you are spending presently to complete such tasks. "I learned a lot that will assist me in my job." T.D., CPA WA "Excellent class and very valuable information!" S.B., CPA MN

Highlights

  • Excel PivotTables

Objectives

  • Identify claims for a refund.
  • Determine appeals requirements.
  • Recognize statutes of limitations, mitigation issues and claim of right opportunities.
  • Identify litigation and forums.
  • Determine how to deal with possible criminal issues.

Designed For

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee
$289.00

Non-Member Fee
$389.00

Your Price
$389.00

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