$120 (per person) includes an online webinar for 2 hours of CPE credit
Pivot tables are a powerful feature in Microsoft Excel that enables you to group and summarize data to find patterns and trends. This hands-on workshop is designed to give you a solid understanding of Microsoft Excel pivot tables. You will learn how to format, rename, sort, filter, count, sum, and average pivot table data easily and efficiently. You will also learn to create calculated fields in a pivot table and to visualize pivot table data with pivot table charts. You will work on hands-on activities to explore a wide variety of features within Pivot Tables. We will also be discussing how pivot tables can be useful in audits.
Participants should have Excel 2019 or Excel 2016 installed on their computer prior to attending this workshop. Workshop instructors will be demonstrating Excel for Windows and will make note of Mac differences when significant.
- Define a pivot table
- Format, rename, sort, filter, count, sum, and average pivot table data
- Create a calculated field in a pivot table
- Apply pivot tables to a variety of audit tasks
Program Level: Beginning
Field of Study: Auditing
Who Should Attend: Auditors
Instructional Method: Webinar (Group Internet Based)
Advanced Preparation Required: Participants should have Excel for Microsoft 365, Excel 2019, or Excel 2016 installed on their computer prior to attending this workshop.
CPE Credit Hours: 2
Date: Tuesday, June 29, 2021
Time: 1 p.m. – 3 p.m. Central
Microsoft Excel Pivot Tables: From Beginner to Expert Webinar Leaders:
Wendy Tietz, Professor, Kent State University
Wendy M. Tietz, PhD, CPA, CMA, CSCA, CGMA, is a professor in the Department of Accounting in the College of Business Administration at Kent State University, where she teaches introductory financial accounting and managerial accounting. Dr. Tietz teaches in face-to-face, web, and hybrid formats. Dr. Tietz is a Certified Public Accountant (Ohio), a Certified Management Accountant, and a Chartered Global Management Accountant. She is a member of the American Accounting Association, the Institute of Management Accountants, the American Institute of CPAs and Association of International Certified Professional Accountants, the Ohio Society of Certified Public Accountants, and the Sustainability Accounting Standards Board Alliance. She has published articles in such journals as Issues in Accounting Education, Accounting Education: An International Journal, IMA Educational Case Journal, Strategic Finance, and Journal of Accounting & Public Policy.
Tracie Miller-Nobles, Professor, Austin Community College
Tracie L. Miller-Nobles, CPA, is an associate professor at Austin Community College. Prof. Miller-Nobles received her master’s degree in accounting and is working on her doctoral degree in Adult Education from Texas A&M University. She is on the Board of Directors for the American Accounting Association and on the Board of Directors for Teachers of Accounting at Two-Year Colleges. Tracie has received several teaching and professional awards including the AAA J. Michael and Mary Anne Cook Prize, TXCPA Outstanding Accounting Educator, and TXCPA Rising Star. Prof. Miller-Nobles is a co-author of Horngren’s Accounting published by Pearson.