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Webinar

K2's Excel PivotTables for Accountants

Monday, Dec. 29, 2025
9 a.m.-4:30 p.m. Central
8 CPE (4 technical, 4 non-technical)

Course code: 25SR-P043
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Many business professionals consider PivotTables the most powerful feature in Excel, and yet accountants rarely use them. Learn how to create PivotTables, group data and create user-defined calculations. Discover advanced techniques like consolidating data from multiple data ranges and connecting dynamically to external databases and financial accounting systems. Master Excel tools that enhance PivotTables, such as Slicers, Power Query and Power Pivot.

Major subjects

  • PivotTable fundamentals
  • Formatting PivotTables
  • Advanced PivotTable techniques and options
  • Analytical techniques available in PivotTables

Learning objectives

  • Identify the six main elements of a PivotTable report
  • Create and manipulate data in PivotTables using grouping techniques, modified field settings, user-defined calculations, and sorting and filtering options
  • Import and link data from external data sources into PivotTables
  • Use tables and data models as data sources
  • Consolidate data from multiple data sources in Excel
  • Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
  • Analyze data in PivotTables using tools and techniques such as sorting, filtering and Excel's GETPIVOTDATA function
  • Apply specific PivotTable methods to solve problems

Who should take this program?

  • Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

Pricing

Standard Member Fee $375.00
checkmark Standard Nonmember Fee $475.00

MNCPA members save $100.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $475.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructor Brian Tankersley, CPA.CITP, CGMA
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (4.0)
Accounting - Technical (4.0)
Level Advanced
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. Fundamental understanding of Microsoft Office Excel 2019 or newer
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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