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Pivot Table Intermediate: Mastering Pivot Tables like a PRO (Video) (Course Id 1786)

QAS / Registry
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Author:

Lenny Wu, CPA, CGA, MBA

Course Length:

Pages: 37 ||| Review Questions: 5 ||| Final Exam Questions: 8

CPE Credits:

1.5

IRS Credits:

0

Price:

$21.95

Passing Score:

70%

Course Type:

Video
Pivot Table Intermediate: Mastering Pivot Tables like a PRO (Video) - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This video course teaches intermediate to advanced pivot table techniques, building on the basic skills covered in Excel Pivot Table: How to Tame the Excel Beast.

  • Demonstrates 12 intermediate maneuvers including solving formula errors and showing running totals in a pivot table.
  • Covers how to show averages and count unique items within a pivot table.
  • Demonstrates 6 advanced maneuvers for tackling complex pivot table challenges.
  • Worth 1.5 CPE credits in Computer Software and Applications as a self study video course on intermediate pivot table mastery, requiring an 8 question final exam preceded by 5 review questions and a 70% passing score.

Frequently Asked Questions:

This Pivot Table Intermediate Mastering Pivot Tables Like a PRO course teaches how to understand when to suppress and when not to suppress a formula error.

This course teaches 5 intermediate skills of taming a pivot tables calculations and formulas.

This course teaches 7 intermediate skills of taming a pivot tables display and layout.

This course teaches how to recognize 10 keyboard shortcuts for working with a pivot table.

This Pivot Table Intermediate Mastering Pivot Tables Like a PRO video course carries 1.5 CPE credits in Computer Software and Applications as a Nontechnical, self study course, requiring an 8 question final exam preceded by 5 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

The course is presented in four parts.

First, the course reviews 5 basic skills in building a pivot table learned in “Excel Pivot Table: How to Tame the Excel Beast!”

Second, we demonstrate 12 intermediate maneuvers to tame the Pivot Table beast. They include:

  • How to solve a formula error in a pivot table
  • How to show a Running total
  • How to show averages. What average?
  • How to count unique items

Third, we demonstrate 6 advanced maneuvers to tame the Pivot Table beast. They include:

  • How to update manual filtered list
  • How to set up a customized sorting order
  • How to cut down big file size
  • How to generate pivot reports for all entities

Last, the course shows 10 keyboard shortcuts used in building a pivot table. They include:

  • Ctrl + T to convert data list to data table
  • Alt + N + V to create a pivot table
  • Alt + F1 to insert a pivot chart

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:

10000

Release:

2021

Version:

1.0

Prerequisites:

  • Basic Excel knowledge
  • Excel Pivot Table: basics
  • Example: be able to open one Excel file and build a simple pivot table, etc.
  • Experience Level:

    Overview

    Additional Contents:

    Complete, no additional material needed.

    Additional Links:

    Advance Preparation:

  • Basic Excel knowledge
  • Excel Pivot Table: basics
  • Example: be able to open one Excel file and build a simple pivot table, etc.
  • Delivery Method:

    QAS Self Study

    Intended Participants:

    Anyone needing Continuing Professional Education (CPE).

    Revision Date:

    08-Apr-2026

    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.

    Keywords:

    Pivot Table Intermediate: Mastering Pivot Tables like a PRO (Video) - CPE course for CPAs

    Learning Objectives:

    Course Learning Objectives

    After this course, you will be able to:
    • Understand when to suppress and when not to suppress a formula error
    • Explore 5 intermediate skills of taming a pivot table’s calculations and formulas
    • Discover 7 intermediate skills of taming a pivot table’s display and layout
    • Understand 6 advanced skills of taming a pivot table
    • Recognize 10 keyboard shortcuts in working with a pivot table

    Course Contents:

    Chapter 1 - Pivot Table Intermediate: Mastering Pivot Tables like a PRO

    Chapter 1 Review Questions

    Glossary

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