Author : | Lenny Wu, CPA, CGA, MBA |
Course Length : | Pages: 28 ||| Review Questions: 5 ||| Final Exam Questions: 8 |
CPE Credits : | 1.5 |
IRS Credits : | 0 |
Price : | $21.95 |
Passing Score : | 70% |
Course Type: | Video - NASBA QAS - NASBA Registry |
Technical Designation: | NonTechnical |
Primary Subject-Field Of Study: | Computer Software & Applications - Computer Software & Applications for Course Id 1774 |
Description : | The course is presented in four parts. First, the course illustrates where does pivot table stand in the Excel Techniques, and brings up the topic of when to and when NOT to use a pivot table. Second, the course illustrates how to build a self-service dashboard using:
Third, the course provides 5 extreme hacks for pivot tables including:
Last, the course explores best practices in building a dashboard. They include:
Please Note: This course’s author is working on the providing transcripts, PDFs, and slides where applicable. Unfortunately until then we will not be able to offer them with the course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any question using the support bubble on the bottom right of all pages on our site. |
Usage Rank : | 17647 |
Release : | 2021 |
Version : | 1.0 |
Prerequisites : | |
Experience Level : | Overview |
Additional Contents : | Complete, no additional material needed. |
Additional Links : |
Using Pivot Points for Predictions
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Advance Preparation : | |
Delivery Method : | QAS Self Study |
Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
Revision Date : | 01-Mar-2024 |
NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
Approved Audience : | Video - NASBA QAS - NASBA Registry - 1774 |
Keywords : | Computer Software & Applications, Advanced, Pivot, Table, Ticket, Self-service, Dashboards, Video, cpe, cpa, online course |
Learning Objectives : |
Course Learning Objectives After this course, you will be able to:
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Course Contents : | Chapter 1 - Advanced Pivot Table: Ticket to Self-service Dashboards Section 1: Introduction Lecture 1: Introduction Lecture 2: Hierarchy of Excel Techniques Lecture 3: Author Lecture 4: How this course is compared with “other similar courses”? Lecture 5: What you will get from this course? Section 2: Pivot Table and Self-service Dashboard Lecture 6: Dashboard 1 - Artificial Intelligence function Lecture 7: Dashboard 2 - Pivot chart Lecture 8: Dashboard 3 - Top 10 List Lecture 9: Dashboard 4 - Value ranges Lecture 10: Dashboard 5 - Slicer Lecture 11: Dashboard 6 - Timeline Lecture 12: Dashboard 7 - How to control multiple pivot tables? Section 3: Extreme Pivot Table Hacks Lecture 13: How to collapse 12 months data into 1 field? Lecture 14: How to use Power Pivot without opening Power Pivot? Lecture 15: How to connect tables without using VLOOKUP()? Lecture 16: How to build a dynamic financial report on a pivot table? Lecture 17: How to break free of Pivot Tables? Section 4: Best Practices - Pivot Tables in a Dashboard Lecture 18: Best Practice No. 1 Lecture 19: Best Practice No. 2 Lecture 20: Best Practice No. 3 Lecture 21: Best Practice No. 4 Lecture 22: Best Practice No. 5 Lecture 23: Best Practice No. 6 Lecture 24: Best Practice No. 7 Section 5: Conclusion Lecture 25: Takeaways Lecture 26: Q&A Chapter 1 Review Questions Glossary |