Author : | Lenny Wu, CPA, CGA, MBA |
Course Length : | Pages: 30 ||| Review Questions: 5 ||| Final Exam Questions: 8 |
CPE Credits : | 1.5 |
IRS Credits : | 0 |
Price : | $21.95 |
Passing Score : | 70% |
Course Type: | Video - NASBA QAS - NASBA Registry |
Technical Designation: | NonTechnical |
Primary Subject-Field Of Study: | Computer Software & Applications - Computer Software & Applications for Course Id 1785 |
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, we use a business case to compare ways of reporting on huge data – Formulas vs. Pivot Tables, and point out the pros and cons of Pivot Tables:
Third, the course illustrates 6 basic and 6 intermediate maneuvers to tame the Pivot Table beast! Last, the course explores best practices in building a pivot table. They include:
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 : | 11250 |
Release : | 2021 |
Version : | 1.0 |
Prerequisites : | |
Experience Level : | Overview |
Additional Contents : | Complete, no additional material needed. |
Additional Links : |
Using Pivot Points for Predictions
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Advance Preparation : | |
Delivery Method : | QAS Self Study |
Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
Revision Date : | 01-Mar-2024 |
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 - 1785 |
Keywords : | Computer Software & Applications, Excel, Pivot, Table, How, Tame, Excel, Beast, Video, cpe, cpa, online course |
Learning Objectives : |
Course Learning Objectives After this course, you will be able to:
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Course Contents : | Chapter 1 - Excel Pivot Table: How to Tame the Excel Beast Section 1: Introduction Lecture 1: Introduction Lecture 2: RECAP of Prior Excel Course: Top 5 Excel Skills Lecture 3: Hierarchy of Excel Techniques Lecture 4: Instructor Lecture 5: How this course is compared with “other similar courses”? Lecture 6: What you will get from this course? Section 2: Pivot Tables (Gen 3) vs. Formulas (Gen 2) Lecture 7: Excel Reporting Challenges – How to report… Lecture 8: Pivot Table comes to the rescue… Section 3: Basic Taming Maneuvers Lecture 9: How to remove “Row Labels” or “Column Labels”? Lecture 10: How to sort the Total Revenue columns: select “Row Labels”! Lecture 11: How to format numbers in 1 go? Lecture 12: How to show Subtotals at the top or bottom? Lecture 13: How to fix changing column width? Lecture 14: How to solve “PivotTable field name already exists”? Section 4: Intermediate Taming Maneuvers Lecture 15: How to show % of Grand Total? Lecture 16: How to insert a blank row? Lecture 17: How to add customized formulas? Lecture 18: How to group/ungroup rows or columns? Lecture 19: How to expand/collapse groups? Lecture 20: Why does it Count instead of Sum? Section 5: Best Practices of Pivot Table Lecture 21: Pivot Table Best Practice (No. 1) Lecture 22: Pivot Table Best Practice (No. 2) Lecture 23: Pivot Table Best Practice (No. 3) Lecture 24: Pivot Table Best Practice (No. 4) Lecture 25: Pivot Table Best Practice (No. 5) Lecture 26: Pivot Table Best Practice (No. 6) Section 6: Conclusion Lecture 27: Takeaways Lecture 28: Next Course and Q&A Chapter 1 Review Questions Glossary |