Course Description

This course discusses how to extract data from other sources, create simple macros that can resolve the most frustrating aspects of pivot tables, determine the number of duplicates in a list, and much more.

Learning Objectives

  • Apply the Custom Lists feature to override the default sort order within pivot tables.

  • State how to create pivot tables from information you extract from databases.

  • Identify pivot table data in new ways by grouping based on dates or custom arrangements that you define.

Additional Required Materials

  • Level: Advanced

  • Field(s) of Study: Computer Software & Applications - Non-Technical (NASBA)

  • Who Should Attend: Who this course is for: Anyone interested in learning how to use Excel to capture and analyze data.

  • Required Knowledge: Intermediate-Level Experience with Excel Pivot Tables

  • Advanced Prep: None

Instructor

CPA, CPCU, MST, MBA David Peters

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA. He has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He holds four Masters degrees and contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.