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Advanced Pivot Table: Ticket to Self-service Dashboards (Video) (Course Id 1774)

QAS / Registry   Add to Cart 
Author : Lenny Wu, CPA, CGA, MBA
Status : Production
CPE Credits : 1.5
IRS Credits : 0
Price : $21.95
Passing Score : 70%
Course Type: Video - NASBA QAS - NASBA Registry
Primary Subject-Field Of Study:

Computer Software & Applications - Computer Software & Applications for Course Id 1774

Description :

The course is presented in four parts.

First, the course illustrates where does pivot table stand in the Excel Techniques, and brings up the topic of when to and when NOT to use a pivot table.

Second, the course illustrates how to build a self-service dashboard using:

  • pivot tables
  • pivot charts
  • slicers
  • timeline

Third, the course provides 5 extreme hacks for pivot tables including:

  • How to collapse 12 months data into 1 field?
  • How to break free of Pivot Tables?
  • How to use Power Pivot without opening Power Pivot?
  • How to connect tables without using VLOOKUP()?

Last, the course explores best practices in building a dashboard. They include:

  • Do follow data table naming convention
  • Do fix changing column width
  • Do keep column/bar charts sorted
  • Do add a heat map for pivot tables

Please Note: This course’s author is working on the providing transcripts, PDFs, and slides where applicable. Unfortunately until then we will not be able to offer them with the course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any question using the support bubble on the bottom right of all pages on our site.

Usage Rank : 0
Release : 2021
Version : 1.0
Prerequisites :
  • Basic Excel knowledge
  • Basic Pivot Table knowledge
  • Example: be able to build a simple Pivot Table from scratch in seconds, etc.
  • Experience Level : Overview
    Additional Contents : Complete, no additional material needed.
    Additional Links :
    Advance Preparation :
  • Basic Excel knowledge
  • Basic Pivot Table knowledge
  • Example: be able to build a simple Pivot Table from scratch in seconds, etc.
  • Delivery Method : QAS Self Study
    Intended Participants : Anyone needing Continuing Professional Education (CPE).
    Revision Date : 19-Jan-2021
    NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
    Approved Audience :

    Video - NASBA QAS - NASBA Registry - 1774

    Keywords : Computer Software & Applications, Advanced, Pivot, Table, Ticket, Self-service, Dashboards, Video, cpe, cpa, online course
    Learning Objectives :

    Course Learning Objectives

    After this course, you will be able to:
    • Understand crucial elements and skills in building a dashboard
    • Recognize ways of building inter-connected data models for pivot tables and Power Pivot
    • Discover 5 extreme Pivot Table hacks
    • Recognize differences between GETPIVOTDATA() and CUBEVALUE()
    • Understand 7 best practices of building pivot tables in a dashboard

    Course Contents :

    Chapter 1 - Advanced Pivot Table: Ticket to Self-service Dashboards

    Section 1: Introduction

    Lecture 1: Introduction

    Lecture 2: Hierarchy of Excel Techniques

    Lecture 3: Author

    Lecture 4: How this course is compared with other similar courses?

    Lecture 5: What you will get from this course?

    Section 2: Pivot Table and Self-service Dashboard

    Lecture 6: Dashboard 1 - Artificial Intelligence function

    Lecture 7: Dashboard 2 - Pivot chart

    Lecture 8: Dashboard 3 - Top 10 List

    Lecture 9: Dashboard 4 - Value ranges

    Lecture 10: Dashboard 5 - Slicer

    Lecture 11: Dashboard 6 - Timeline

    Lecture 12: Dashboard 7 - How to control multiple pivot tables?

    Section 3: Extreme Pivot Table Hacks

    Lecture 13: How to collapse 12 months data into 1 field?

    Lecture 14: How to use Power Pivot without opening Power Pivot?

    Lecture 15: How to connect tables without using VLOOKUP()?

    Lecture 16: How to build a dynamic financial report on a pivot table?

    Lecture 17: How to break free of Pivot Tables?

    Section 4: Best Practices - Pivot Tables in a Dashboard

    Lecture 18: Best Practice No. 1

    Lecture 19: Best Practice No. 2

    Lecture 20: Best Practice No. 3

    Lecture 21: Best Practice No. 4

    Lecture 22: Best Practice No. 5

    Lecture 23: Best Practice No. 6

    Lecture 24: Best Practice No. 7

    Section 5: Conclusion

    Lecture 25: Takeaways

    Lecture 26: Q&A

    Chapter 1 Review Questions

    Glossary

    CPE Computer Software & Applications Course: https://www.cpethink.com/excel-cpa-courses
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