Description:
This course will help you get out from all of that data. It will show you how to quickly organize and summarize your data so that you can analyze it. The course covers everything that you need to know about pivot tables. It starts with having you create a pivot table and then modify and format it. It discusses how to drill down as well as how to create multiple reports from one pivot table. It also discusses how to create and add other formulas and items to an existing pivot table. Finally, it shows you how to update your pivot table with new data without recreating it every time. This is one of, if not the best, feature in Excel. Pivot Tables are a huge time saver if you are working with lots of data.

Delivery Method: Interactive Online Self-Study

Level: Intermediate

Prerequisites: None

Advanced Preparation: None

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Author: Patricia McCarthy

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 06/12/2020

Technical Details: Computer Software and Applications are technical subjects for FL and CA but non-technical subjects for TX.

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Objectives:
1. Identify a PivotTable and its components and defaults
2. Identify the steps needed to create a Pivot Table
3. Recognize the steps needed to modify and format a pivot table
4. Recognize how to use and modify slicers
5. Recognize how to create fields, items and calculations in a Pivot Table
6. Identify how to change and or update underlying data
7. Recognize how to create a PivotTable Chart and how it differs from a regular chart
8. Identify methods to update a pivot table and locate its data source

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NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Profession Identifiers : CPA