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K2's Mastering PivotTable Calculations and Data Summaries - On Demand (2 hours)

K2's Mastering PivotTable Calculations and Data Summaries - On Demand (2 hours)

Course Description

PivotTables have never been easier to build than they are in the latest versions of Excel. But, how do you handle calculated fields and calculated items, data grouping, simple data summaries, and special "show values as" data summaries? And how do you deal with non-calendar fiscal years, or 4-4-5 calendar periods? What problems does the Excel Data Model present to experienced PivotTable users, and how do you workaround these problems? Get the answer to these questions and more in this session on mastering PivotTable calculations and data summaries.

Major Topics

  • Creating calculated fields and calculated items
  • Formulating calculated items with relative references
  • Applying special data summarization techniques
  • Dealing with fiscal periods and special accounting calendars, such as 4-4-5 and thirteen 28-day periods
  • Using the Excel Data Model for PivotTable reporting

Learning Objectives

Upon completing this course, you should be able to:

  • Create calculated fields and calculated items for better data analysis
  • Calculate between-period differences using special data summaries
  • Demonstrate how to calculate fiscal months, fiscal quarters, and fiscal years for use with non-calendar fiscal periods
  • Describe how to summarize data when working with 4-4-5 and thirteen 28-day calendars
  • Identify the advantages and disadvantages of using the Excel Data Model as a PivotTable data source
  • Explain how to relate multiple data sources using VLOOKUP or Data Relationships

Who Should Attend: Existing PivotTable users who need advanced knowledge and guidance in creating PivotTable calculations and data summaries

Course Level: Advanced

CPE Credits: 2 Hours Computer Software and Applications  

Prerequisites: Good working knowledge of Excel and PivotTables

Advance Preparation: None

Instructional Delivery Method: QAS on-demand learning, including review and final exam questions. To earn credit, participants must pass the final exam with a score of 70% or better within one year of registering for this course. Participants may attempt take the final exam up to 10 times.