CPE Course Everything You Want to Know About Excel Pivot Tables

June 2, 2017

12:45pm — 4:30pm

Location Manchester

Member Price $139.50
Non-member Price $189.50

Curriculum Other, Specialized Knowledge

Field of Interest Computer Training

Level Intermediate

Designed For

4.00 credits

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PivotTables are one of the most powerful Excel features, yet few accountants use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. In this class you will learn everything you wanted to know to become a PivotTable master.

Upon completion of this course, participants will be able to:

  • Identify and define the main elements of a PivotTable report and describe how they are used when creating PivotTables
  • Demonstrate how to create a PivotTable from multiple consolidation ranges
  • Describe how to Rearrange PivotTable Fields, Refresh PivotTable Data and Group and Ungroup Data
  • Explain how to create calculations in PivotTables using techniques such as Calculated Items, Field Settings, Calculated Fields, Modifying Show Data As options, and New Percentage Options
  • Reveal how to analyze data in PivotTables using tools and techniques such as Sorting, Filtering, Displaying Totals and Working with PivotCharts
  • Create custom summary reports with GETPIVOTDATA



  • Creating PivotTables that summarize large volumes of data 
  • Constructing PivotTables from multiple consolidation ranges
  • Reorganizing data to enhance your ability to analyze the data
  • Drag-and-drop pivoting, grouping and ungrouping, and drilling down to reveal underlying details
  • Sorting and filtering PivotTable data to provide useful insights
  • Including Slicers to filter your data interactively
  • Adding calculated fields to perform calculations and gain increased understanding
  • Designing and manipulating dynamic PivotCharts to summarize your data visually
  • Applying conditional formatting to highlight data subsets 
  • Using GETPIVOTDATA to create custom reports


Marie McCooey

I’m Marie McCooey, better known as the Software Trainer™. I help organizations become more productive, simply by delivering the best Microsoft Office training available anywhere.I’ve been training for over 20 years, and I still get excited when a workshop attendee has one of those “aha” moments! See, these tips and techniques are more than just shortcuts. They’re a way to maximize your productivity and make you more of an asset to your organization.That’s why I’m passionate about what I do.I love helping people! I love sharing things with people, and I love training and teaching.I didn’t actually set out to be a trainer. I had just finished my MBA at Bryant University when my professor asked if I could teach her class while she took a sabbatical. I said “yes,” and over time developed my own curriculum and specialized training. Over 10,000 students later, I’m still going strong and excited to impact the bottom line for individuals and companies every day.Today I’m a Microsoft Certified Trainer (MCT) providing training in Microsoft Office applications, including Excel, Word, PowerPoint, Access, and Visio. I help people in Fortune 100 companies, small businesses, and universities become more productive, more efficient, and less frazzled, simply by learning, remembering, and implementing these powerful (and rarely taught) Microsoft Office tips.Whether you’re “technologically challenged,” an advanced user, or somewhere in between, chances are I’ll help you get more done in less time. I’m able to convey complex information in a manner that’s easy to understand, and help you apply it immediately.One last thing you should know – learning Microsoft Office inside and out is actually quite fun! Yes, I know the material could seem dry, but people who come to my training are surprised at how engaging and lively it is, and you will, too. During our time together in the training, I’ll give you practical, useable, easy-to-retain tips and tools that will make you a rock star of productivity back in the office.close



The Software Trainer

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