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Pivot Tables for Accountants

June 9 @ 11:00 am - 3:00 pm EDT


Course Description

PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance, and demonstration from the instructor, you will be ready to begin using PivotTables to accomplish routine analysis and reporting. This seminar will begin with basic PivotTables and progress to advanced PivotTable topics.

Major Topics

  • Drag-and-drop pivoting, group and ungrouping, and drilling down to underlying details
  • Creating PivotTables from multiple ranges
  • Linking PivotTables to external database and financial accounting systems

Learning Objectives

Upon completing this course, you should be able to:

  • Identify and define the six main elements of a PivotTable report
  • Create PivotTables that summarize large volumes of data
  • Describe how to import the data from an accounting system and prepare the data to be used in the PivotTable
  • Create PivotTables from Multiple Consolidation Ranges


June 9
11:00 am - 3:00 pm EDT