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How Auditors and Accountants Can Use Tables and PivotTables

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Date(s): Apr 06, 2021
Time: 8:00AM - 11:00AM
Registration Fee: $229.00
Cancellation Date: Mar 30, 2021
Location: Online

Course Description

In this online class you will create Tables and PivotTables, two of Excel’s most powerful tools. You will be given a PDF book and practice file which will allow you to follow along with the instructor and work though practice exercises during the class. Understanding Tables is important when working with PivotTables. The class will begin with a detailed view of Tables and their importance in working with advanced features in Excel. Then we will dive into multiple examples of how PivotTables will help you summarize and analyze data.


After the class, students are welcome to email or call the instructor with questions regarding information discussed in the class.

Potential CPE Credits: 3.0

Instruction Type: Live
Experience Level: BEGINNING
Category: 02 Auditing

Course Objectives

Upon completion of this course, students will be able to construct Tables and PivotTables and be able to drill down into the information to obtain a better understanding of the data. Students will also be able to use tools such a filters, slicers and timelines to view the data in multiple ways.


Excel Tables

·         Learn Best Practices for Structuring Your Data for a Table

·         Review the Benefits of Tables

·         Create and Modify PivotTables

·         Work with Styles

·         Insert the Total Row and look at aggregate functions

·         Name Tables

·         Review the formula structure in Tables


Excel PivotTables

·         Create a PivotTable

·         Learn four ways to Format Values

·         Adjust the Fields area for your screen

·         Use Percentage and other Value Field Setting options

·         Drill down into data and see how the data links or does not link

·         Refresh your PivotTable

·         Change the Source Data

·         Work with PivotTable Timelines and Slicers

·         Group and Ungroup Data

·         Learn to modify the Design of your PivotTable

·         Work with Recommended PivotTables




The prerequisites for this course are an introductory Excel course, or equivalent working knowledge of the software.


Darla Cloud

Darla Cloud has been teaching computer classes for over 27 years. She has earned the various Microsoft Office certifications acknowledging her expertise in Microsoft products. Darla is also a Certified Public Accountant and a Certified Technical Trainer. In addition to Darla’s years of teaching, she has over seven years of accounting experience. Darla’s accounting experience and love of teaching help make her an excellent trainer. She has spent years learning tips, tricks and shortcuts that she will pass on during her classes.

Additional Information

TAC Rule 523.142(g) requires the CPE Sponsor to monitor individual attendance and assign the correct number of CPE credits. Participants will be asked to document their time of arrival and departure in compliance with this Rule. Additionally, attendance will be monitored throughout the day and CPE certificates will reflect actual attendance of each participant.

If you are making travel plans to come to Austin, we recommend making "refundable" air and hotel reservations or waiting until 14 days before the class to actually book your reservations. Courses are occasionally canceled or rescheduled due to low enrollment. We determine whether a course has enough participants 16 days prior to the course date. If we cancel or reschedule, we will email the participant and his or her billing contact no later than 14 days before the original class date.

The course coordinator will contact you with parking information. Handicapped parking is free at the meters around the downtown area.

Vending machines with Coca-Cola products and various snack items are available. There is also a refrigerator and microwave in our coffee bar area. Feel free to bring in your own drinks and food if you prefer.

You might want to bring a light sweater or jacket, as room temperatures vary.

To see answers to our Frequently Asked Questions, visit

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