Self-Study On-Demand

2 CPE

Excel Power User Module 7: Introduction to PivotTables [2025-2026]

Self-Study On-Demand
2 CPE
This session introduces the PivotTable feature and covers the basics. Learn the four report layout areas, rows, columns, values and filters. Then you will learn how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. You will explore how to create monthly columns and how to properly format the values in a PivotTable. This is part 7 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Learning Objectives

  • State the process to create a PivotTable report.
  • Identify the four PivotTable report layout areas.
  • State which type of PivotTable field will create report filters.

Major Topics

  • PivotTable basics
  • Row fields
  • Value fields
  • Column fields
  • Filter fields
  • Updating data
  • Groups and subtotals
  • Value formats

CPE Credits Available

2 CPE
2
Accounting&Auditing

Things to Know About This Course

Course Level

  • Basic

Prerequisites

Excel Power User Modules 6 or knowledge of the topics covered.

Advanced Preparation

None.

Intended Audience

Accounting professionals who use Excel for Windows.

Provider

CalCPA California Society of CPAs

Purchase This Course

  • MSCPA Member

    $ 69 69
    Join

  • MSCPA Non-Member

    $ 89 89
    Your Price

Please login to register.