Advanced Pivot Tables: The Ticket to Self-service Dashboards

Continuing Education Credits
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CPA
1.5 CPE
CPD-IES8
1.5 Hours
CMA
1.5 CPE
CFE
1.5 CPE
CIA
1.5 CPE
CRMA
1.5 CPE

Certified Public Accountant

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
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Chartered Accountant (IES8 CPD)

Continuing Education Credit:
1.5 Hour
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
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Certified Management Accountant

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Certified Fraud Examiner

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Certified Internal Auditor

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer science
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.
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Certification in Risk Management Assurance

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Other activities contributing to professional competence
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
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Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Advanced Pivot Table: Ticket to Self-service Dashboards0:48
  Hierarchy of Excel Techniques1:16
  Instructor Introduction 1:10
  Comparison with Other Similar Courses 1:22
  What You will Get from this Course? 0:37
Pivot Table and Self-service Dashboard
  Dashboard 1 - Artificial Intelligence function3:54
  Dashboard 2 - Pivot chart2:00
  Dashboard 3 - Top 10 List1:11
  Dashboard 4 - Value ranges3:28
  Dashboard 5 - Slicer1:33
  Dashboard 6 - Timeline1:18
  Dashboard 7 - How to control multiple pivot tables?2:28
Extreme Pivot Table Hacks
  How to collapse 12 months data into 1 field?5:35
  How to use Power Pivot without opening Power Pivot?2:32
  How to connect tables without using VLOOKUP()?4:43
  How to build a dynamic financial report on a pivot table?4:33
  How to break free of Pivot Tables?4:45
Best Practices - Pivot Tables in a Dashboard
  Best Practice No. 11:47
  Best Practice No. 21:39
  Best Practice No. 31:14
  Best Practice No. 41:08
  Best Practice No. 51:33
  Best Practice No. 61:40
  Best Practice No. 73:24
CONCLUSION
  Takeaways 1:22
  Next Course and Q&A 0:30
CONTINUOUS PLAY
  Advanced Pivot Table: Ticket to Self-service Dashboards57:26
SUPPORTING MATERIAL
  Slides: Advanced Pivot Table: Ticket to Self-service DashboardsPDF
  Advanced Pivot Table: Ticket to Self-service Dashboards Glossary/ IndexPDF
  Pivot Tables Advanced (Practice)XLSX
  Pivot Tables Advanced (Answer)XLSM
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam