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Excel Pivot Tables (CPE Course)

CPE Credit:
 2 hours

Course Type: Downloaded PDF materials with online test

Price (with PDF Textbook): $30

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Course Description

Pivot tables allow you to slice and dice complex data so that you can analyze it in a variety of ways. In this course, we explore how to create, rearrange, and modify a pivot table. We also cover the most commonly-used features of pivot tables, such as hiding fields, sorting and grouping information, drilling down through the data, and creating pivot charts. A separate set of Excel practice files are included in the course.

Author: Mill Creek Publishing

Course Number: SP1002

Learning Objectives

  • Create a pivot table from Excel data
  • Modify and format a pivot table
  • Use slicers within a pivot table setting
  • Create calculations using pivot table data
  • Group data in a pivot table
  • Change and/or update the underlying data in a pivot table
  • Create a simple pivot table chart
  • Locate a pivot table’s data source

Level: Overview

Instructional Method: QAS Self-Study

NASBA Category: Specialized Knowledge and Applications

Prerequisites: A good understanding of Excel and file management.

Advance Preparation: None

Program Registration Requirements: Click on "Purchase Course" near the top of this page to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.

Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.

AccountingTools, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

The NASBA sponsor identification number for Accountingtools, Inc. is 115881.

AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.

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