Maximize Everything With Excel Pivot Tables
Learn how to use Excel Pivot Tables to increase your auditing skills in this 2-hour training, with downloadable files you can use for hands-on learning CPE = 2
This course title says it all. In the training we start by simply exploring each option in the Microsoft Excel Pivot Table Tools and then move to more advanced Power Query and Power Pivot topics. We hope to quell any concerns in your development and use of Pivot Tables while also showing you some new tricks to enhance your audits.
Please note that Excel 2010 or greater is required to follow along and make use of the Power Pivot/Query functionality in the downloadable files.
Specific learning objectives include:
- Create basic PivotTables using a variety of provided data templates
- Be able to make use of Excel’s entire array of Pivot Table Tools
- See how to complete specific audit tests in a variety of areas using Pivot Tables
- Learn how to obtain an entire data set for a Pivot Table that dynamically recalculates itself as you add data
- Understand when and how to make use of Power Query and Power Pivot to extend your analysis beyond the million-row limit of Excel
This 2-hour training includes downloadable templates, so you can follow along with the practical examples.
This is a previously recorded AuditNet® webinar with Jim Kaplan and Rich Lanza
Delivery Method: Self-Study
AuditNet® is the Global Resource for Auditors, and serves the global audit community as the primary communications resource with an online digital network where auditors share resources, tools, and experiences including audit work programs and other audit documentation.
As the first online portal for the global audit community, AuditNet® has been at the forefront of audit websites dedicated to promoting the use of technology. http://www.auditnet.org/
Jim Kaplan, the founder of AuditNet®, became a Certified Internal Auditor in 1984. He has continuously promoted and encouraged the use of technology and the Internet for audit productivity.
As an active member of the IIA, he has held many positions at the local and International level. He is a founding member of the Northern Virginia Chapter and served as Chapter President in 1989. He retired from his government audit director position in 2005. He is the founder and President of AuditNet®, the global resource for auditors, and has been identified as an Internet for Auditors pioneer. Jim's contributions to the profession were recognized by the IIA (2007 Bradford Cadmus award) and the Association of Local Government Auditors (Lifetime Achievement Award). In addition to the IIA, he is a member of the Association of Local Government Auditors and the Association of Certified Fraud Examiners.