Module 5: PivotTables

Course Description
This one-hour course provides user with hands-on practice using PivotTables in Excel. Users will learn and apply skills to create, structure, and analyze data using PivotTables. The benefits and limitations of PivotTables are discussed. Power Pivot is introduced and users will be introduced to Online Analytics Processing within Power Pivot.
Learning Objectives
  • Understand the applicable Excel skills that will be required in making the transition to data analyst
  • Understand the uses, benefits, and limitations of PivotTables in Excel
  • Apply Excel skills to create, structure, and operate PivotTables using predefined data
  • Be able to perform sorting, filtering, and calculations within PivotTables
  • Understand Online Analytical Processing and when it used in Power Pivot
Who Should Take This Course?
Auditors: Staff Auditors, Senior Auditors, Internal Auditors, Government Auditors
Accountants: Staff Accountants, Senior Accountants, Supervisors, Managers, Management Accountants
Analysts: Business Analysts, Financial Analysts

Module 5: PivotTables

$39

1 hour of Instruction

Level: Intermediate

100% Online
and On-Demand

Mobile-Friendly
Video Lectures

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Prerequisites

2+ years of experience working with Excel

Advance Preparation

Install Power Pivot and Data Analysis ToolPak

Resume Skills
Data Analytics Power BI Microsoft Excel PivotTables
Virginia Collins, CPA, CFE, CITP
Meet The Instructor

Virginia Collins is a former Manager in the Quality Control Department of Berdon LLP. With more than 35 years of experience in public accounting, she has advised clients across many industries. Leveraging broad experience in auditing, accounting, and internal controls, she has expertise in information technology including data analytics, Excel, and active data. Ms. Collins is a Certified Informational Technology Professional (CITP), which is a specialty designation awarded by the AICPA to CPAs with the unique ability to bridge business and technology. She was appointed a Committee Member of the AICPA Credential Committee where she has been actively involved in increasing the use of Computer Assisted Auditing Techniques (CAATs) by CPAs. Her experience extends to planning of engagements — applying CAATs techniques and training staff on their use, internal control I.T. review, quality control review of engagements, data analytics, continuous auditing and business intelligence, and advising on the requirements of Section 404 of the Sarbanes-Oxley Act.

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