February 26, 2026

Webcast Replay

2 CPE Credits

Streamlined Excel Reporting Series Session 3: PivotTables Displays and Alternatives

February 26, 2026
Webcast Replay
2 CPE Credits

Streamlined Excel Reporting Series Session 3: PivotTables Displays and Alternatives

  • Essential techniques for displaying data in alternative ways You’ll work alongside an expert instructor as you practice using PivotTables and exploring creative alternatives for insightful data presentation. You’ll learn techniques for effective data presentation, including:
  • Filtering and sorting data
  • Cleaning and organizing data through text manipulation
  • Using dynamic features to summarize and analyze large datasets
  • Using slicers and filters for visual filtering Highlighting key Excel features through guided practice You’ll walk through realistic scenarios that show alternative functions for greater data management, such as:
  • GROUPBY
  • PIVOTB
  • PERCENTOF In addition, various text functions such as TEXTJOIN and TEXTSPLIT will be explained, highlighting how to concatenate and split text strings efficiently. *Session 3 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 4: External Data and PivotCharts](https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-reporting-series-session-4-external-data-and-pivotcharts) to tackle real-world issues and create powerful workbooks.*

Learning Objectives

  • Apply PivotTable features to display data in multiple formats, enhancing data analysis.
  • Determine effective use of filtering and sorting with PivotTables.
  • Identify PivotTable alternative functions and text functions for data analysis and organization.

Major Topics

  • Show Value As
  • Sorting
  • Filtering
  • PivotTable alternatives (GROUPBY, PIVOTBY, and PERCENTOF)
  • Text Functions (TEXTJOIN and TEXTSPLIT)

CPE Credits Available

2 CPE Credits
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Technology

Prerequisites

PivotTables, Excel, Excel fields, Excel columns, Excel data, Excel tables, tables, row fields, value fields, column fields, filter, filter fields, updating data, data, groups, subtotals, value formats, formatting, excel formatting, PivotTable formatting, financial reports, financial reporting, external data, PivotTable basics, slicers, TEXTJOIN, TEXTSPLIT, GROUPBY, PIVOTBY, PERCENTOF; CLPIV; CLPIV3; clpiv; clpiv3

Advanced Preparation

None

Intended Audience

All accounting and finance professionals

Provider

AICPA

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