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Excel PivotTablesPowerful and Not Hard to Use¦Really! Webinar

CPE

When
Oct. 15
11:30 a.m. - 7:00 p.m.

CPE Credits
8-Other

Details

 Pricing

PICPA Member: $245 | Nonmember: $345


 More Information

Course No.
4193897F
Level
Intermediate
Prerequisites
An understanding of Excel conventions.

Description

  • 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

Highlights

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.



Speaker(s)

Karl Egnatoff, CPA.CITP

Member, Phoenix Beach, LLC

Myrtle Beach, South Carolina

karl@phoenixbeach.com

Karl Egnatoff is a Certified Public Accountant (CPA) currently living in Myrtle Beach, South Carolina. During the past 22 years Mr. Egnatoff has worked as a consultant, trainer and as a software engineer while engaged on projects for business organization of all types. Prior to this, Karl worked in public accounting as well as in private sector accounting for a period of approximately six years. Before partnering with Pat Garverick to form Phoenix Beach in 2015, Karl presented and created material in association with other quality CPE organizations for approximately seven years. In addition to being a CPA, he is also a Certified Information Technology Professional (CITP).

During the course of his career, Mr. Egnatoff has owned and operated a number of successful businesses. All of these provided services to other organizations in the business community.  The experience he garnered while serving these organizations helps him now as he writes and presents continuing professional education through Phoenix Beach.

Mr. Egnatoff is a member of the West Virginia Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Information Technology Section of the American Institute of Certified Public Accountants. He has also achieved a number of technology certifications including Microsoft Certified Professional (MCP), Certified Software Engineer (CSE) and Certified Integration Developer (CID).

Karl graduated from Marshall University with a Bachelor of Business Administration degree. During his time in college, he participated in division I Cross County competing on the varsity squad. He was also on Marshall’s Track team. Karl and his wife Lana have been married for twenty-seven years. They have two grown sons, Jordan and Steven.

 

 


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