K2's Power Up Your PivotTables

  • Thursday, December 21, 2017

    10:00am – 12:00pm
  • 2
    Computer Software and Applications

PivotTables have never been easier to build than they are in the latest versions of Excel. But, how do you handle calculated fields and calculated items, data grouping, simple data summaries, and special "show values as" data summaries? And how do you deal with non-calendar fiscal years, or 4-4-5 calendar periods? What problems does the Excel Data Model present to experienced PivotTable users, and how do you workaround these problems? Get the answer to these questions and more in this session on how to "power up" PivotTables.


Upon completing this course, you should be able to:

  • Create calculated fields and calculated items for better data analysis
  • Calculate between-period differences using special data summaries
  • Demonstrate how to calculate fiscal months, fiscal quarters, and fiscal years for use with non-calendar fiscal periods
  • Describe how to summarize data when working with 4-4-5 and thirteen 28-day calendars
  • Identify the advantages and disadvantages of using the Excel Data Model as a PivotTable data source
  • Explain how to relate multiple data sources using VLOOKUP or Data Relationships


  • Creating calculated fields and calculated items
  • Formulating calculated items with relative references
  • Applying special data summarization techniques
  • Dealing with fiscal periods and special accounting calendars, such as 4-4-5 and thirteen 28-day periods
  • Using the Excel Data Model for PivotTable reporting
  • Additional Information

    Designed For

    Accounting and finance professionals who are already using PivotTables and are looking for advanced techniques to solve specific problems


    K2 Enterprises

    Advanced Preparation



    Good working knowledge of Excel and PivotTables

    Field of Study

    Computer Software and Applications

    Course Number


    Level of Knowledge


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