Excel PivotTables for Accountants - Part 1

Excel PivotTables for Accountants - Part 1
K2E Canada Inc. presents a broad curriculum of technology-focused on-demand webinars. Participants who take these webinars will have the opportunity to learn from an award-winning team of instructors with literally hundreds of years of experience in helping professionals identify, address, and solve issues through the practical application of technology. Webinars address a variety of topics, including Excel, QuickBooks, PDFs, accounting solutions, and Microsoft Office.

NOTE: Course login details are normally sent to registrants within one week from date of registration.


PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance, and demonstration from the instructor, you will be ready to begin using PivotTables to accomplish routine analysis and reporting. This webinar will begin with basic PivotTables and progress to advanced PivotTable topics.


  • Drag-and-drop pivoting, group and ungrouping, and drilling down to underlying details
  • Creating PivotTables from multiple ranges
  • Linking PivotTables to external database and financial accounting systems

Upon completing this course, you should be able to:

  • Identify and define the six main elements of a PivotTable report
  • Create PivotTables that summarize large volumes of data
  • Describe how to import the data from an accounting system and prepare the data to be used in the PivotTable
  • Create PivotTables from Multiple Consolidation Ranges
  • Determine where Power Automate or Planner would be useful to improve productivity

Fundamental knowledge of Microsoft Excel
Program Level: Intermediate 
Advance Preparation: None 

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

CPD: 4 Hours

4/1/2022 - 3/31/2023 11:59 PM