Self-Study On-Demand


5 CPE

Use Pivot Tables to Organize, Summarize, and Analyze Data [2025-2026]

Self-Study On-Demand
5 CPE

Learning Objectives

Upon successful completion of this course, participants will be able to: Identify the purpose, characteristics, and various components of a Pivot Table Identify the steps needed to create a Pivot Table Recognize the process of modifying and formatting a Pivot Table Recognize how to use and modify slicers Recognize how to create fields, items, and calculations in a Pivot Table Identify how to change, refresh, and/or update the underlying data in a pivot table Recognize the process of creating a PivotTable Chart, noting allowed chart types and how a PivotTable chart differs from a regular chart Identify methods to update a Pivot Table and locate its data source

Major Topics

Rearranging a Pivot Table Modify a Pivot Table Slicers Group PivotTable Calculations Auto Formatting a Pivot Table Pivot Table Charts Data Source

CPE Credits Available

5 CPE
5
General

Things to Know About This Course

Course Level

  • Intermediate

Intended Audience

CPAs and other accounting, financial, and business professionals who want to use Pivot Table to organize, summarize and analyze data in Excel

Provider

Western CPE

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