Excel PivotTables?"Powerful and Not Hard to Use?Really!

Course Details


Tuesday, October 15, 2019

3:30am – 11:00am
(Registration: 3:00am)

Field of Study


Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


An understanding of Excel conventions.


Excel users that regularly manipulate, analyze, or present data can improve their productivity substantially by utilizing PivotTables. Many users avoid PivotTables even though they know how powerful they are because they believe PivotTables are confusing to work with and hard to use. Additionally, many people know that PivotTables provide benefit but do not realize the depth of capabilities that this reporting and analysis feature possesses.

This session provides a basic understanding of PivotTable conventions, the intimidation factor disappears. Additionally, it details the robust feature set built into PivotTables. This course also spends time providing information about Excel Tables, which are helpful as a stand-alone feature, but also can be used to enhance PivotTable reporting.


  • Introducing PivotTables
  • Working with Excel tables
  • Connecting PivotTables to external data
  • Extended PivotTable functionality
  • Creating calculations in PivotTables
  • Using PowerPivot and creating PivotCharts


  • Understand the underlying concepts and conventions that drive PivotTable operation
  • List four important components used when creating and working with PivotTables
  • Understand the benefits of using Excel Tables, not only with PivotTables but as stand-alone objects
  • Explain ways to improve data presentation in PivotTables with:
  • Automatic and custom groups
  • PivotTable options
  • The Design tab of the PivotTable tools ribbon add-In
  • Formatting, sorting and filtering features in Excel
  • Understand calculations including calculated fields and calculated items
  • Create and modify PivotCharts

Designed For

Accounting and other business professionals that work in Excel to analyze and report upon data who want to utilize the power of PivotTables.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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