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90-minute live streaming program
  • September 28
  • 1:00 - 2:30 pm EST

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Audio & Reference Manual

Discover the Secrets of Microsoft® Excel® PivotTables

September 28

If you don't know how to create an Excel® Pivot Table - you will by the end of this program.

Any Excel® user who maintains database-like data invariably needs tools to manage and analyze the data beyond mere sorting and filtering. Excel®'s PivotTable feature gives you a quick and powerful way to create summary cross-totals combined with an enormous flexibility to restructure your results with simple dragging of fields. Whether you need the ability to create a quick look at the data for that important meeting or need more detailed analysis for a printed report, a PivotTable will meet your needs. This feature also lets you create a summary of data gathered from more than one worksheet. There's a great visual companion feature as well - a pivot chart - that further enhances your presentation possibilities. To create good, quick summary information for analytical purposes, nothing beats a PivotTable. This topic will demonstrate the use of PivotTables in Excel® version 2016 (with occasional references to the 2013 and 2010 versions).

Learning Objectives

- You will be able to identify the drill-down feature to instantly see the detailed original data behind any PivotTable summary value.

- You will be able to discuss how to create a PivotTable that summarizes data from multiple worksheets

- You will be able to explain how to collapse lengthy date data rapidly to view summaries by month, quarter or year.

- You will be able to review use slicers (New in Excel® 2010) to better manage visible and hidden fields.

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Over 31 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

Prepare Your Data for Optimum Use in a PivotTable

Create a PivotTable With Just a Few Quick Clicks

Restructure Your PivotTable in a Flash for a Better Layout or to Include More Fields

Use the Drill-Down Feature to Instantly See the Detailed Original Data Behind Any PivotTable Summary Value

Create a Pivot Chart – Punctuate Your Presentation With This Complementary Feature That Adds Visual Impact and Gives You That Big Picture

Perform Ad Hoc On-The-Fly Grouping of PivotTable Results for Even More Analytical Possibilities

Quickly Sort PivotTable Data by Field Labels or Content

Easily Move PivotTable Fields for a More Logical Appearance

Filter PivotTable Data With Drop Arrows

Use Slicers (New in Excel® 2010) to Better Manage Visible and Hidden Fields

Collapse Lengthy Date Data Rapidly to View Summaries by Month, Quarter or Year

Create a PivotTable That Summarizes Data From Multiple Worksheets

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Why Lorman?

Over 31 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

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  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • ASAP PACE (Pending)
     
  • 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 Specialized Knowledge 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: https://www.nasbaregistry.org/cpas/complaints. 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: Specialized Knowledge for 1.8 hours. Prerequisite: basic 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.
     

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Who should attend?

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

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Why Lorman?

Over 31 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 700 Excel® webinars and is the author or co-author of six books on spreadsheet software
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Product ID: 404039
Published 2018
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