Harnessing the potential of PivotTables
Whether you're just starting out or seeking to improve your Excel expertise, PivotTables are versatile and powerful tools for data analysis. This course delivers a well-organized method for effectively understanding and using PivotTables through:
Practicing fundamentals with a leading expert in financial modeling Creating and using sample datasets Building PivotTables from the ground up
Innovative possibilities for presenting data
The core functionality of PivotTables for financial professionals is the ability to transform large datasets into meaningful summaries. By reorganizing data from a spreadsheet, PivotTables allows you to:
Extract key information and identify trends quickly Simplify the process of analyzing data Reduce the time spent on repetitive tasks
*Session 1 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 2: Working with PivotTables] (https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-reporting-series-session-2-working-with-pivottables) to tackle real-world issues and create powerful workbooks.*
Learning Objectives
- Identify the functions of PivotTables.
- Distinguish the PivotTable report layout areas and optimal use.
- Identify how to update data in a PivotTable.
Major Topics
- PivotTable basics
- Row fields
- Value fields
- Column fields
- Filters
- Updating data automatically in PivotTables
- Groups and subtotals
- Value formats
