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Excel Pivot Tables: How to Tame the Excel Beast!

Continuing Education Credits
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Certified Public Accountant

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Illumeo 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

Chartered Accountant (IES7 CPD)

Continuing Education Credit:
1.5 Hour
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD-IES7 credit.

Certified Management Accountant

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certified Fraud Examiner

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certified Internal Auditor

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer science
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.

Certification in Risk Management Assurance

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Other activities contributing to professional competence
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Course Syllabus
INTRODUCTION AND OVERVIEW
  1:01Introduction to Excel Pivot Table: How to Tame the Excel Beast!
  0:32Recap
  1:27Hierarchy
  1:08Instructor Introduction
  1:25Other Similar Courses
  0:32What You will Get from this Course?
Pivot Tables (Gen 3) vs. Formulas (Gen 2)
  8:40Excel Reporting Challenges
  5:57Pivot Table comes to the rescue
Basic Taming Maneuvers
  2:48How to remove “Row Labels” or “Column Labels”?
  1:03How to sort the Total Revenue columns: select “Row Labels”!
  2:33How to format numbers in 1 go?
  1:00How to show Subtotals at the top or bottom?
  1:12How to fix changing column width?
  1:21How to solve “PivotTable field name already exists”?
Intermediate Taming Maneuvers
  2:47How to show % of Grand Total?
  1:24How to insert a blank row?
  4:57How to add customized formulas?
  1:26How to group/ungroup rows or columns?
  1:44How to expand/collapse groups?
  2:20Why does it Count instead of Sum?
Best Practices of Pivot Table
  2:26Pivot Table Best Practice (No. 1)
  1:08Pivot Table Best Practice (No. 2)
  1:07Pivot Table Best Practice (No. 3)
  1:54Pivot Table Best Practice (No. 4)
  1:44Pivot Table Best Practice (No. 5)
  6:10Pivot Table Best Practice (No. 6)
CONCLUSION
  1:27Takeaways
  0:28Next Course and Q&A
CONTINUOUS PLAY
  1:01:40Excel Pivot Table: How to Tame the Excel Beast!
SUPPORTING MATERIAL
  PDFSlides: Excel Pivot Table: How to Tame the Excel Beast!
  PDFExcel Pivot Table: How to Tame the Excel Beast! Glossary/ Index
  XLSMWorkbook: Excel Pivot Table: How to Tame the Excel Beast!
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM