Excel PivotTables—Powerful and Not Hard to Use…Really! Webcast | 4193897B

Date :
June 4, 2019 8:30 AM - 4:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00
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Excel users that regularly manipulate, analyze, or present data can improve their productivity substantially by utilizing PivotTables. Many users avoid PivotTables even though they know how powerful they are because they believe PivotTables are confusing to work with and hard to use. Additionally, many people know that PivotTables provide benefit but do not realize the depth of capabilities that this reporting and analysis feature possesses.

This session provides a basic understanding of PivotTable conventions, the intimidation factor disappears. Additionally, it details the robust feature set built into PivotTables. This course also spends time providing information about Excel Tables, which are helpful as a stand-alone feature, but also can be used to enhance PivotTable reporting.


  • Understand the underlying concepts and conventions that drive PivotTable operation
  • List four important components used when creating and working with PivotTables
  • Understand the benefits of using Excel Tables, not only with PivotTables but as stand-alone objects
  • Explain ways to improve data presentation in PivotTables with:
  • Automatic and custom groups
  • PivotTable options
  • The Design tab of the PivotTable tools ribbon add-In
  • Formatting, sorting and filtering features in Excel
  • Understand calculations including calculated fields and calculated items
  • Create and modify PivotCharts

Major Subjects:

  • Introducing PivotTables
  • Working with Excel tables
  • Connecting PivotTables to external data
  • Extended PivotTable functionality
  • Creating calculations in PivotTables
  • Using PowerPivot and creating PivotCharts

Advanced Prep:


Misc. Information:

This course will adjourn at 4 p.m.

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Level of Difficulty:
Field of Interest:
Computer Software and Applications

An understanding of Excel conventions.

Designed For:

Accounting and other business professionals that work in Excel to analyze and report upon data who want to utilize the power of PivotTables.


Karl W. Egnatoff, CPA.CITP
Karl Egnatoff, a member with Phoenix Beach, LLC, is a Certified Public Accountant (CPA) living in Myrtle Beach, South Carolina. He has worked as an information technology services provider and a trainer related to financial and business technology projects since 1995. He has been teaching group-live and web-based continuing education since 2006. In addition to being a CPA, he is also a Certified Information Technology Professional (CITP). During his working career, Egnatoff has owned and operated a number of successful businesses, all of which provided consulting and training services. The experience he garnered while running his companies serves him now as he develops and teaches continuing professional education. Egnatoff graduated from Marshall University, where he participated in Division I cross country and track, competing on the varsity squad. He and his wife Lana have been married since 1990 and have two grown sons.
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