CPE Course Surgent's Data Analytics Readiness Series: PivotTables On-Demand Webcast

Location Webinar

Member Price $39.00
Non-member Price $69.00

Curriculum Information Technology

Field of Interest

Level Intermediate

Designed For

Accountants who want to transition to data analysis and have a basic knowledge of Excel and Excel formulas


  • Understand the applicable Excel skills that will be required in making the transition to data analyst
  • Understand the uses, benefits, and limitations of PivotTables in Excel
  • Apply Excel skills to create, structure, and operate PivotTables using predefined data
  • Perform sorting, filtering, and calculations within PivotTables
  • Understand Online Analytical Processing and when it is used in Power Pivot


  • Fields in a PivotTable
  • Benefits of PivotTable
  • Contextual tabs for a PivotTable
  • Field setting dialog box
  • Value field setting dialog box
  • Pivot table options
  • Exercises- PivotTables
    • Creating a PivotTable
    • Grouping by date
    • Sorting a PivotTable
    • Filtering a PivotTable
    • Calculations in a PivotTable
    • Slicers and timelines
    • Introduces OLAP (Online Analytical Processing) pivot tables in Power Pivot



Intermediate knowledge of Excel


Surgent McCoy CPE, LLC

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