• Course Information

    Title: Excel Illuminated: PivotTables - Part 1
    Category: Computer Software
    Field of Study: Computer Software and Applications
    Course Code: S020-0701
    CPE Credits: 2.0
    Price: $19.95
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Description

Description:
Recent research released by Microsoft shows that 80% of Excel users have yet to use pivot tables. In this presentation Excel expert David H. Ringstrom, CPA, covers the basics of creating and using Excel pivot tables. You'll quickly be able to instantly summarize lists of data into meaningful reports with just a few clicks of your mouse. As with many aspects of Excel, pivot tables have several nuances that can frustrate new users, so David will be sure to bring these to your attention so that you can use the feature effectively.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Delivery Method: Online Interactive Self Study - Video

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Course Details

Author: David Ringstrom

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 05/11/2020

Technical Details:

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Objectives

Objectives:
1. Identify the location of the pivot table-related Subtotals command within Excel's ribbon menu interface.
2. Identify the location of the Field List command within Excel's ribbon menu interface.
3. Identify which of four ways is not a method for removing fields from a pivot table.

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

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