K2's Excel PivotTables for Accountants (VIRTUAL SEMINAR)

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EPT-WEB  |  Virtual Live  |  Advanced  |  Scheduled

Special Notes

Please note: This seminar will only be available via live webcast.


This course is laptop friendly; access to demonstration files will be provided.


  • Accounting
  • Technology


Fundamental knowledge of Microsoft Excel 2007 or newer

Designed For

CPAs and other business professionals


PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. Learn to build PivotTables, how to group data inside PivotTables – including grouping options for fiscal periods – and how to create user-defined calculations in your PivotTables.


  • The six main elements of a PivotTable report and their use when creating PivotTables 
  • Creating PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
  • Importing and linking data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
  • Creating Consolidation PivotTables to consolidate data from multiple data sources in Excel
  • Constructing PivotTables in enterprise-class organizations using Power Pivot and Slicers
  • Analyzing data in PivotTables using tools and techniques, such as sorting, filtering, Excel’s GETPIVOTDATA function, and PivotCharts
  • Applying specific PivotTable techniques to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact
  • Program focuses on Excel for Windows, however many of the features can be found in Excel for Mac.
Your Price: $345.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Lawrence A. McClelland

Show Bio

Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group Inc of Hutchinson, Kansas, where he specializes in operating systems and Internet technologies. He is owner and CEO of Boxlink Services, a commercial venture that provides e-mail services and web-site design and hosting for small and medium-sized businesses. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1996. He was also a member of the faculty of the Advanced Business Programme, ranked as one of the top 100 MBA programs in the world by The Economist, where he taught business strategy and strategic management accounting. He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Services offered include business and strategic planning, economic feasibility analysis, business valuation, advanced cost system analysis and design, network consulting and installation, and customized business and technology training. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia, and is a regular speaker at the national conferences of the American Institute of Certified Public Accountants. His presentations are highly rated, and he has won several awards for teaching excellence. Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education , Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research. 01/2004

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