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Live Webcast Replay

Working with Excel® PivotTables – Powerful and Not Hard to Use…Really!


Total Credits: 8 including 8 Computer Software & Applications - Non-technical

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Categories:
Partner Produced |  Technology
Faculty:
Karl W. Egnatoff, CPA, CITP
Course Levels:
Intermediate
Duration:
8 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates


Description

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. This session shows users that with 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.

Basic Course Information

Learning Objectives
  • Recognize the underlying concepts and conventions that drive PivotTable operation
  • Recall four important components used when creating and working with PivotTables
  • Recognize the benefits of using Excel® tables, not only with PivotTables but as stand-alone objects
  • Indicate ways to improve data presentation in PivotTables
  • Recognize calculations including calculated fields and calculated items, and
  • Indicate how to create and modify Pivot Charts

Major Subjects
  • Introducing PivotTables
  • Working with tables
  • Connecting PivotTables to external data
  • Creating calculations in PivotTables
  • Using PowerPivot and creating Pivot Charts

Course Materials

Faculty

Karl W. Egnatoff, CPA, CITP Related Seminars and Products


Karl Egnatoff is a Certified Public Accountant (CPA) currently living in Myrtle Beach, South Carolina.  He has worked as an information technology services provider, a trainer and a programmer related to financial and business technology projects since 1995.  Prior to this, Karl worked in public accounting as well as in private sector accounting for a period of approximately six years.  He has been teaching group live and web-based continuing education since 2006.  In addition to being a CPA, he is also a Certified Information Technology Professional (CITP).

 

Karl is a member of the West Virginia Society of Certified Accountants, the American Institute of Certified Public Accountants, and the Information Technology Section of the American Institute of Certified Public Accountants.  He has also achieved a number of technology certification including Microsoft Certified Professional (MCP), Certified Software Engineer (CSE) and Certified Integration Developer (CID).  During the course of his career, Mr. Egnatoff has owned and operated a number of small businesses. 

 

Karl graduated from Marshall University with a Bachelor of Business Administration degree.  During his time in college he participated in division I Cross Country competing on the varsity squad.  He was also on the Marshall’s Track team.  Karl and his wife Lana live in Myrtle Beach, south Carolina and have been married since 1990.  They have two grown sons, Jordan and Steven.


Dates

Fri, Jun 28, 2024 - 09:00am to 05:00pm EDT

Additional Info

Basic Course Information

Prerequisites

An understanding of Excel® conventions


Advanced Preparation None
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


Original Recording Date 06/2024
Yellow Book No
Course Developer

MICPA


Date Added to Catalog 4/16/2024

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.


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