Excel Power User Module 8: PivotTable vs. Formula-Based Reports Webcast | 4203097A

Course Details


Thursday, November 5, 2020

8:30am – 10:30am
(Registration: 8:00am)

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Excel Power User Modules 1-7 or knowledge of the topics covered.


The Excel Power User series helps you improve Excel proficiency to quickly complete tasks.
Compare formula-based reports we built previously to PivotTables. Examine the differences between these two report types to apply them to specific workbooks. Create two versions of reports, one with formulas and the other with PivotTables, to master replacement of formula-based reports with PivotTables when appropriate.
Note: This session is presented with Excel for Windows. Items covered may not be available in Excel for Mac.


Report type comparison
Report layout and design
Multiple value fields
Calculated fields
Calculated items


Identify the three PivotTable report layout formats.
Recall the operator that causes Excel to create absolute, structured table references.
Distinguish between calculated fields and calculated items.

Designed For

Accounting and financial professionals.

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 $101.00

CPE Choice

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

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