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Advanced Pivot Tables: The Ticket to Self-service Dashboards

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
  0:48Introduction to Advanced Pivot Table: Ticket to Self-service Dashboards
  1:16Hierarchy of Excel Techniques
  1:10Instructor Introduction
  1:22Comparison with Other Similar Courses
  0:37What You will Get from this Course?
Pivot Table and Self-service Dashboard
  3:54Dashboard 1 - Artificial Intelligence function
  2:00Dashboard 2 - Pivot chart
  1:11Dashboard 3 - Top 10 List
  3:28Dashboard 4 - Value ranges
  1:33Dashboard 5 - Slicer
  1:18Dashboard 6 - Timeline
  2:28Dashboard 7 - How to control multiple pivot tables?
Extreme Pivot Table Hacks
  5:35How to collapse 12 months data into 1 field?
  2:32How to use Power Pivot without opening Power Pivot?
  4:43How to connect tables without using VLOOKUP()?
  4:33How to build a dynamic financial report on a pivot table?
  4:45How to break free of Pivot Tables?
Best Practices - Pivot Tables in a Dashboard
  1:47Best Practice No. 1
  1:39Best Practice No. 2
  1:14Best Practice No. 3
  1:08Best Practice No. 4
  1:33Best Practice No. 5
  1:40Best Practice No. 6
  3:24Best Practice No. 7
CONCLUSION
  1:22Takeaways
  0:30Next Course and Q&A
CONTINUOUS PLAY
  57:26Advanced Pivot Table: Ticket to Self-service Dashboards
SUPPORTING MATERIAL
  PDFSlides: Advanced Pivot Table: Ticket to Self-service Dashboards
  PDFAdvanced Pivot Table: Ticket to Self-service Dashboards Glossary/ Index
  XLSXPivot Tables Advanced (Practice)
  XLSMPivot Tables Advanced (Answer)
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM