Show navigation

Live Webinar

90-minute live streaming program
  • May 3
  • 1:00 - 2:30 pm EST

Also available as:

Audio & Reference Manual

Advanced Microsoft® Excel® PivotTables

May 3

You know the basics of PivotTables - now become a power user.

To be truly proficient in using PivotTables in Excel®, you need to know more than just the basic techniques of creating PivotTables and switching the locations of field. To better use the analytical power of PivotTable tools, you need to master the highly visual presentation tools available through the slicer and timeline features, learn the content expansion capabilities of calculated fields, calculated items, and custom calculations, create external formulas with the GETPIVOTDATA function, and also how to group data based on dates and times, as well as grouping by any criteria you wish. Other features, like drill-down (to see specific source data in a flash), PivotCharts (instant visual support for numerical data), conditional formatting (accentuating results with icons and color variations), and grouping data on an ad hoc basis are also tools that enhance and expand the way you use this powerful feature.

Learning Objectives

- You will be able to define how to filter PivotTables interactively with slicers.

- You will be able to describe how to add calculated fields and calculated items to existing PivotTables.

- You will be able to identify and group data by date and time.

- You will be able to discuss and create a PivotTable from data on different worksheets and workbooks and use conditional formatting tools to accentuate PivotTable summaries.

Purchase Options

More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Overview of PivotTable Concepts
Calculation Enhancements
  • Custom Calculation - % of Row, % of Column and 12 Others
  • Inserting a Calculated Field
  • Inserting a Calculated Item
Analytical Tools
  • Slicers – Interactive Filtering
  • GETPIVOTDATA Function
  • Grouping Data by Date and Time
  • Grouping Data on an Ad Hoc Basis
  • Creating PivotTables Then Consolidate Data From Different Worksheets and Workbooks
  • Advantages of Working With Source Data That Has Been Converted to a Table
Display Enhancements
  • Conditional Formatting
  • Structured Selection
  • Outline vs. Tabular vs. Compact Form
  • PivotCharts
Purchase Options

More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • IAAP 1.5
     
  • This course has been preapproved by the International Association of Administrative professionals for 1.5 recertification point(s).
     
  • CPE 1.8 including Computer Software & Applications 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www. learningmarket.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 1.8 hours. Prerequisite: intermediate knowledge of business financials. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     
  • Lorman Business Center, Inc. has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 1.5 hours of continuing professional education.
     

Audio & Reference Manual

No credit available.

Who should attend?

This live webinar is designed for business owners and managers, supervisors, associates, administrative professionals, analysts, controllers, bookkeepers, accountants and attorneys.

Purchase Options

More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Dennis Taylor

Dennis Taylor

Taylor Associates

  • Founder of Taylor Associates
  • More than 20 years of experience working with Excel®
  • Taught thousands of classes and seminars throughout the U.S. and Canada
  • Presented more than 500 Excel® webinars and is the author or co-author of six books on spreadsheet software
Purchase Options

More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 400274
Published 2016, 2017
Purchase Options

Register today before this event fills.