Excel Pivot Table: How to Tame the Excel Beast!
The course is presented in four parts.
First, the course illustrates where does pivot table stand in the Excel Techniques, and brings up the topic of when to and when NOT to use a pivot table.
Second, we use a business case to compare ways of reporting on huge data – Formulas vs. Pivot Tables and point out the pros and cons of Pivot Tables:
Third, the course illustrates 6 basic and 6 intermediate maneuvers to tame the Pivot Table beast!
Last, the course explores best practices in building a pivot table. They include:
Prerequisites and Advanced Preparation Basic Excel knowledge Example: be able to open one Excel file and connect to external data files, etc.
2 activities • 1 videos • duration: 1h 1m
Financial Reporting Expert
Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing. Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Adaptive Insights Professional and Certified Xero Partner. Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks. Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant. Education MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]
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Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
Very informative. Learned several new tips and tricks to be more efficient with pivot tables and to have better presentation of data.
Great course! Recommend go a bit slower when showing steps of how to do something
The facilitator was very patient and explained the concepts well. Learned lots that can be applied.
Some sections went too quickly to follow.
