K's Excel PivotTables For Accountants WEBCAST

Isn’t it time you learned about PivotTables - Excel’s best feature? If so, participate in this session to learn PivotTables from A to Z to take full advantage of this terrific tool’s many benefits.

Highlights

PivotTable fundamentals. Advanced PivotTable techniques and options. Analytical techniques available in PivotTables.

Prerequisites

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data.

Designed For

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data.

Objectives

Identify the six main elements of a PivotTable report and their use when creating PivotTables. Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options. Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables. Create Consolidation PivotTables to consolidate data from multiple data sources in Excel. Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers. Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel’s GETPIVOTDATA function, and Pivot Charts. Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact.

Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting. He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.