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Excel Pivot Tables, Power Query, and Power Pivot

Exam Questions: 40
Course Level: Intermediate
Pages: 294 | Content: 276, Supplemental: 18
NASBA Area of Study: Computer Software and Applications
Not Acceptable for: Enrolled Agents
Version: 8390

Complex Excel tools like Pivot Tables, Power Query, and Power Pivot can help you manage and report on your Excel data in meaningful ways. This course offers an in-depth look at how you can put these tools to work so that you can import, sort, transform, summarize, and present your data professionally without having to be a programmer. It outlines the topics in easy-to-use steps and screenshots so you will be able to put these advanced Excel skills into immediate practice. PLEASE NOTE: Not accepted for Enrolled Agents. Computer program software is NOT included with courses. All course material provided. Prerequisites: Working knowledge of Excel capabilities and functions. Course level: Intermediate.

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Course Information

Table of Contents
  • Preparing the Data for an Excel Pivot Table
  • Summarizing and Presenting Data with a Pivot Table
  • Using Calculations in Pivot Tables
  • Sorting and Filtering the Pivot Table
  • Making the Pivot Table More Visual with Charts
  • Summarizing Data by Date and Time
  • Creating a Pivot Table from Multiple Spreadsheets
  • Improving a Pivot Table with Power Pivot
  • Pulling It All Together: Creating a Dashboard from Pivot Tables
Objectives
  • To identify the most popular type of text file
  • To recall the uses of the Pivot Table Fields window
  • To recall the characteristics of various Excel calculations
  • To recall the various wildcards used in the Values Filters menu
  • To recognize the types of charts that can be created from pivot tables
  • To identify the uses of various Excel date/time functions
  • To recall the most useful feature of the PivotTable Wizard
  • To identify the characteristics of Power Pivot
  • To identify the uses for various form controls

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.