Excel Pivot Table Training for Payroll Professionals
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Two half-day of four hours
Pivot Tables (PT) are interactive tables that allow the user to group and summarize large amounts of data in a concise table format. By using (PT) you will be able to drill data interactively.
In this new version of the pivot table training, we will delve deeper into the creation options with a series of practical exercises. This practical training workshop is aimed both at participants who have little experience with Pivot tables or current users who wish to demystify certain misunderstood options. After this training, you will be able to master all the options available to you.
The Trainers
Your team of specialized trainers consist of Stéphanie Perreault, CPA, Marcel Dubé, Silène Saadeh, Stéphane L'Archevêque (ADM.A) and François Jasmin, CPA. They have extensive experience in finance and accounting or IT departments. This training was developed with the tasks and responsibilities of payroll professionals in mind.
Prerequisites
This training is not designed for Apple computer users.
Participants must have access to 2 screens, or 2 laptops or a laptop and a tablet.
- Connect one laptop on ZOOM and upload the exercises on the second laptop.
- Connect the tablet on ZOOM and upload the exercises on the laptop.
Access to a microphone is preferable.
How to access your session:
Three business days before the live event, you will be sent information on how to access your online seminar. If you do not receive the login information three days before the seminar, check your email SPAM folder. If it's not there, please contact membership@payroll.ca as soon as possible.
Introduction
- What is a Pivot table?
Review (100% new exercise)
- Creating a table and its usefulness for pivot tables
Introduction to PivotTables
- Creating a pivot table
- Updating a pivot table
- Overview of the “Design” ribbon
- Overview of PivotTable Options
- Formatting pivot tables
Data grouping
- Date field
- Numeric field
Data filtering (100% new exercise)
- Inside the Pivot Table
- Using Slicers
Pivot Charts (100% new exercise)
- Options for creating a PivotChart
Calculations (100% new exercise)
- Custom calculations and Pre-programmed calculations
- Creating a control report
Relationship
- How to relate multiple tables
Power Pivot and Power Query (new)
- Power Pivot demo and Power Query
Conclusion
Please note that after registering online for this event, you will receive an email confirmation that confirms your registration. Confirmation emails are sent approximately within 2 business days after the registration has been processed.
Three business days before the live event, you will be sent the link to access the online PD seminar on the scheduled day.
Also, detailed instructions on accessing the online PD seminar will be emailed to you the day before the event.
Cancellations or Transfers: requests must be received in writing at least four (4) business days prior to the online seminar date. Please note a cancellation fee or transfer fee in the amount of $50 plus applicable taxes will be applied. Cancellation or transfer requests received after the login information has been provided are not eligible for a transfer or refund.