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Use Pivot Tables to Organize, Summarize, and Analyze Data ON DEMAND

Available Until

Your Desk

5.0 Credits

Member Price $145.00

Non-Member Price $167.00


This course will help you get out from all of that data using Pivot Tables. It will show you how to quickly organize and summarize your data so that you can analyze it. The course covers everything that you need to know about pivot tables. It starts with having you create a pivot table and then modify and format it. It discusses how to drill down as well as how to create multiple reports from one pivot table. It also discusses how to create and add other formulas and items to an existing pivot table. Finally, it shows you how to update your pivot table with new data without recreating it every time. This is one of, if not the best, feature in Excel. Pivot Tables are a huge time saver if you are working with lots of data. There is an accompanying Excel file that allows you to walk through the examples in the eBook.


Rearranging a Pivot Table. Modify a Pivot Table. Slicers. Group. PivotTable Calculations. Auto Formatting a Pivot Table. Pivot Table Charts. Data Source.



Designed For

CPAs and other accounting, financial, and business professionals who want to use Pivot Table to organize, summarize and analyze data in Excel.


Identify the purpose, characteristics, and various components of a Pivot Table. Identify the steps needed to create a Pivot Table. Recognize the process of modifying and formatting a Pivot Table. Recognize how to use and modify slicers. Recognize how to create fields, items, and calculations in a Pivot Table. Identify how to change, refresh, and/or update the underlying data in a pivot table. Recognize the process of creating a PivotTable Chart, noting allowed chart types and how a PivotTable chart differs from a regular chart. Identify methods to update a Pivot Table and locate its data source.






Leader Bios

Patricia McCarthy, Western CPE

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award.

She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona.

Patricia is a graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities.

Patricia also has an extensive business background in audit and financial functions. She runs a blog called Chatting about Excel and More, and she writes self-study CPE courses on Microsoft Excel for Western CPE.

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Non-Member Price $167.00

Member Price $145.00