First, the course reviews 5 basic skills in building a pivot table learned in “Excel Pivot Table: How to Tame the Excel Beast!”
The course is presented in four parts.
First, the course reviews 5 basic skills in building a pivot table learned in “Excel Pivot Table: How to Tame the Excel Beast!”
Second, we demonstrate 12 intermediate maneuvers to tame the Pivot Table beast. They include: How to solve a formula error in a pivot table How to show a Running total How to show averages. What average? How to count unique items
Third, we demonstrate 6 advanced maneuvers to tame the Pivot Table beast. They include: How to update manual filtered list How to set up a customized sorting order How to cut down big file size How to generate pivot reports for all entities
Last, the course shows 10 keyboard shortcuts used in building a pivot table. They include: Ctrl + T to convert data list to data table Alt + N + V to create a pivot table Alt + F1 to insert a pivot chart
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.
