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Excel Pivot Table: How to Tame the Excel Beast (Video) (Course Id 1785)

QAS / Registry
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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
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:

  • No complex formulas needed
  • Easy to drag and drop
  • Drag away to remove
  • Double click to drill down to details

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:

  • Do set up Data List as Data Table
  • Do put multiple pivot tables in multiple tabs
  • Do protect sensitive info such as Salary details
  • Do set up “auto refresh” of 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
  • Example: be able to open one Excel file and connect to external data files, etc.
  • Experience Level : Overview
    Additional Contents : Complete, no additional material needed.
    Additional Links :
    Advance Preparation :
  • Basic Excel knowledge
  • Example: be able to open one Excel file and connect to external data files, etc.
  • Delivery Method : QAS Self Study
    Intended Participants : Anyone needing Continuing Professional Education (CPE).
    Revision Date : 29-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 - 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:
    • Recognize the differences between using formulas and using pivot tables in Excel reporting
    • Understand the pros and cons of pivot tables
    • Discover 6 basic skills of taming a pivot table
    • Explore 6 intermediate skills of taming a pivot table
    • Understand 6 best practices in building pivot tables

    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


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