Streamlined Excel Reporting Series Session 3: PivotTables Displays and Alternatives

Overview

Structured practice c

Essential techniques for displaying data in alternative ways

You’ll work alongside an expert instructor as you practice using PivotTables and exploring creative alternatives for insightful data presentation. You’ll learn techniques for effective data presentation, including:

Filtering and sorting data

Cleaning and organizing data through text manipulation

Using dynamic features to summarize and analyze large datasets

Using slicers and filters for visual filtering

Highlighting key Excel features through guided practice

You'll walk through realistic scenarios that show alternative functions for greater data management, such as:

GROUPBY

PIVOTB

PERCENTOF

In addition, various text functions such as TEXTJOIN and TEXTSPLIT will be explained, highlighting how to concatenate and split text strings efficiently.

*Session 3 is one of four individual sessions. Each session builds on the previous one, so consider watching [Streamlined Excel Reporting Series Session 4: External Data and PivotCharts](https://www.aicpa-cima.com/cpe-learning/webcast/streamlined-excel-reporting-series-session-4-external-data-and-pivotcharts) to tackle real-world issues and create powerful workbooks.*

Course Instructor: Liam Bastick

Highlights

Show Value As

Sorting

Filtering

PivotTable alternatives (GROUPBY, PIVOTBY, and PERCENTOF)

Text Functions (TEXTJOIN and TEXTSPLIT)

Prerequisites

PivotTables, Excel, Excel fields, Excel columns, Excel data, Excel tables, tables, row fields, value fields, column fields, filter, filter fields, updating data, data, groups, subtotals, value formats, formatting, excel formatting, PivotTable formatting, financial reports, financial reporting, external data, PivotTable basics, slicers, TEXTJOIN, TEXTSPLIT, GROUPBY, PIVOTBY, PERCENTOF; CLPIV; CLPIV3; clpiv; clpiv3

Designed For

All accounting and finance professionals

Objectives

Apply PivotTable features to display data in multiple formats, enhancing data analysis.
Determine effective use of filtering and sorting with PivotTables.
Identify PivotTable alternative functions and text functions for data analysis and organization.

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by AICPA (do_not_reply@on24event.com). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.