Agile Excel: Intermediate Pivot Tables - Part 2 (Video) (Course Id 1406)

• Who is this course for?
  This course is intended for CPAs, accountants, and other professionals needing Continuing Professional Education (CPE) who already have experience with Excel pivot tables.

• What is this course about or what problem does this course solve?
  The course builds on foundational pivot table knowledge, providing intermediate-level training on features like PowerPivot, Recommended PivotTables, and creating self-updating chart titles, helping users perform more efficient and advanced data analysis.

• How can the knowledge from this course be used?
  Participants can use the knowledge to transform raw data into insightful, interactive reports and dashboards using pivot tables, enhancing productivity and reporting accuracy.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  The course improves spreadsheet skills that are critical for analyzing financial data, preparing reports, and making data-driven decisions—skills essential for accounting and finance professionals.

• When is this course relevant or timely?
  This course is especially relevant when professionals need to deepen their Excel skills for reporting and analysis, particularly using Excel 2016 and prior versions.

• How is a course like this consumed or used?
  The course is delivered as a QAS self-study video with supplementary handouts and an Excel workbook, and includes review and final exam questions for CPE credit upon successful completion.

In this comprehensive course, Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables. He explains the PivotTable feature, the PowerPivot feature, the Recommended PivotTables feature, and others. After participating in David’s presentation, you’ll know how to create self-updating titles for charts and pivot charts, expand and collapse pivot table elements, drill down into numbers with a simple double-click, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Video - NASBA QAS - Text - NASBA Registry - 1406

Course Learning Objectives

Chapter 1 - Agile Excel: Intermediate Pivot Tables - Part 2

Chapter 1 Review Questions

Glossary - Key Terms