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Use Pivot Tables to Organize, Summarize and Analyze Data (Course Id 1117)

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Author : Patricia McCarthy, MBA
Course Length : Pages: 0 ||| Review Questions: 0 ||| Final Exam Questions: 25
CPE Credits : 5.0
IRS Credits : 0
Price : $44.95
Passing Score : 10%
Course Type: NASBA QAS - Text - NASBA Registry
Primary Subject-Field Of Study:

Computer Software & Applications - Computer Software & Applications for Course Id 1117

Description :

This course will help you get out from all of that data. It will show you how to quickly organize and summarize your data so that you can analyze it. The course covers everything that you need to know about pivot tables. It starts with having you create a pivot table and then modify and format it. It discusses how to drill down as well as how to create multiple reports from one pivot table. It also discusses how to create and add other formulas and items to an existing pivot table. Finally, it shows you how to update your pivot table with new data without recreating it every time. This is one of, if not the best, feature in Excel. Pivot Tables are a huge time saver if you are working with lots of data. There is an accompanying Excel file that allows you to walk through the examples in the eBook.

Usage Rank : 0
Release : 2020
Version : 1.0
Prerequisites : A good understanding of Excel is needed. This course is designed for users of Excel 2019 and Microsoft 365 users but Excel 2010 and 2013 users should experience little difficulty. This course is NOT intended for 2007 or earlier versions of Excel. It assumes a familiarity with Excel and is intended for an intermediate Excel user.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 25-Jun-2020
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 :

NASBA QAS - Text - NASBA Registry - 1117

Keywords : Computer Science, Use, Pivot, Tables, Organize, Summarize, Analyze, Data, cpe, cpa, online course
Learning Objectives :

Course Objectives

Learn how to manage and organize data more effectively and transform it into information.

Learning Objectives:

By the end of this course, participants will be able to:
  • Identify a PivotTable and its components and defaults
  • Identify the steps needed to create a Pivot Table
  • Recognize the steps needed to modify and format a pivot table
  • Recognize how to use and modify slicers
  • Recognize how to create fields, items and calculations in a Pivot Table
  • Identify how to change and or update underlying data
  • Recognize how to create a PivotTable Charta and how it differs from a regular chart
  • Identify methods to update a pivot table and locate its data source
Course Contents :

Chapter 1 - Use Pivot Tables to Organize, Summarize and Analyze Data

Course Objectives

Pivot Table Overview

Creating a Pivot Table

Rearranging a Pivot Table

Rearrange data in a Pivot Table by right-clicking a field name

Rearrange data in a Pivot Table by dragging a field name into the Pivot Table

Rearrange data in an existing Pivot Table.

To Add a Field to the Pivot Table

To Remove a Field from the Pivot Table

Review Questions - Section 1

Modify a Pivot Table

Filtering/Hiding Data

Hide a Single Field using the Pivot Table Fields Pane

Hiding an Item using Selected Items


Slicers Properties

Sorting and Grouping

Creating A Sort Group

Drill Down the Detail

Creating Multiple Reports from one Pivot Table:




Review - Feedback Exercise!

Grouping Dates

Review/Feedback Exercise

Review Questions - Section 2

PivotTable Calculations

Summarizing A Value Field

Formatting Calculations

Subtotals and Totals


Using Excel preset calculations

Create calculated fields within a Pivot Table

Create a calculated item within a Pivot Table

Modifying/Deleting Calculated Fields and Items.

Formula List

Auto Formatting a Pivot Table

PivotTable Styles Gallery

To remove a Pivot Table style

To Format a PivotTable

To Format individual parts of the PivotTable

Subtotals and Totals

Review Questions - Section 3

Pivot Table Charts

Creating a Pivot Chart  from Excel Data

Creating Pivot Chart from a Pivot Table

Pivot Charts in earlier Excel versions  (Excel 2013 or earlier)

Review Questions - Section 4


Data Source

Automatically update your Pivot Table with new data

Create a Table

Create a Dynamic Range


Review/Feedback Exercise

Review Questions - Section 5

Links for Spreadsheets


CPE Computer Science Course: https://www.cpethink.com/excel-cpa-courses
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