August 21, 2026


Vendor Webinar


2 CPE Credits

K2's Eight Awesome PivotTable Features 26-27

K2's Eight Awesome PivotTable Features 26-27

August 21, 2026
Vendor Webinar
2 CPE Credits

K2's Eight Awesome PivotTable Features 26-27

K2's Eight Awesome PivotTable Features 26-27

  • View Bio

    Instructor

    Tommy
    Stephens

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Learning Objectives

• Identify three types of user-defined calculations in PivotTables
• Differentiate the steps necessary to add Key Performance Indicators to PivotTables
• Identify at least two benefits of using PivotTables for data consolidation needs
• Differentiate between Slicer and Timeline filters
• Distinguish examples of potential benefits associated with linking data into PivotTable reports

Major Topics

• Adding user-defined calculations to PivotTables
• Enhancing PivotTables with Key Performance Indicators
• Using PivotTables to consolidate “standard” Excel reports
• Creative ways to filter PivotTables
• Linking accounting software data into PivotTables

CPE Credits Available

2 CPE Credits
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Working knowledge of PivotTables created using Microsoft Office Excel

Provider

CalCPA California Society of CPAs

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