May 21, 2026


Vendor Webinar


8 CPE Credits

K2's Excel PivotTables For Accountants 26-27

K2's Excel PivotTables For Accountants 26-27

May 21, 2026
Vendor Webinar
8 CPE Credits

K2's Excel PivotTables For Accountants 26-27

K2's Excel PivotTables For Accountants 26-27

  • View Bio

    Instructor

    Tommy
    Stephens

    View Bio

Learning Objectives

• Identify the six main elements of a PivotTable report and their use when creating PivotTables
• Select appropriate tools to manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
• Determine the best process by which to link and import data from external data sources into PivotTables
• Use Consolidation PivotTables to consolidate data from multiple data sources in Excel
• Apply knowledge gained in this session to create enterprise-class PivotTables that integrate Power Pivot and Slicers
• Select appropriate tools and techniques, such as sorting, filtering, and Excel’s GETPIVOTDATA function, to analyze data summarized in PivotTables

Major Topics

• PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
• Formatting PivotTables
• Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query
• Analytical techniques available in PivotTables

CPE Credits Available

8 CPE Credits
4
Accounting
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Advanced

Prerequisites

Fundamental knowledge of Microsoft Excel

Provider

CalCPA California Society of CPAs

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