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Webinar Recording

From One Excel Jockey to Another: How to Make Pivot Tables Really Work!

Date: Thursday, April 21, 2016
Time: 2:00 pm - 3:00 pm EDT
If you’re looking for an intuitive way to summarize and analyze data, particularly if it changes on a regular basis, join our webinar to explore one of Excel’s most underutilized features, Pivot Tables.

Topics of discussion in this session include:
  • Effectively and efficiently set up Pivot Tables (charts, tables, ranges, using calculated fields)
  • Organizing source data and utilizing quick formatting tools
  • Live examples of analyzing financial data to benefit sales planning and account analysis
  • Exploring Slicers and Timelines to Power Interactive Reports
After attending this webinar you will have a very solid foundation on pivot tables, and insight into a number of higher order capabilities that will take your analytical skills to a higher level.
After attending this event you will be able to:
Understand how to effectively and efficiently set up Pivot Tables (charts, tables, ranges, using calculated fields)
Identify source data and utilizing quick formatting tools
Explore Slicers and Timelines to Power Interactive Reports

Speakers

Phil Gieschen, CPA, Excel Expert, Global Software
Phil Gieschen, CPA
Excel Expert, Global Software
Phil brings with him many years of financial reporting, budgeting, sales reporting, and process automation experience. His proficiencies lie within VBA and writing SQL queries against Oracle, Viewpoint, JDE, SAP, Great Plains, amongst others, significantly reducing manual intervention in spreadsheet reporting. In his two years with Global Software, he’s successfully completed over 50 customer implementations, each one reducing manual spreadsheet reporting. His favorite conversation topics are WHERE clauses, Excel Pivot tables, and bass fishing.
Bjorn Beer, Excel Automation Advisor, Global Software
Bjorn Beer
Excel Automation Advisor, Global Software
Bjorn Beer has been with Global Software for nearly a decade. He currently is an Excel automation advisor who helps companies of all sizes and industries save time by automating their Excel environments and improving their MS-Excel best practices. He has been instrumental in arranging some of Global Software’s key strategic partnerships over the years, thereby expanding Global’s channel sales operation. He negotiated Global’s first private label OEM partnership with one of Europe’s premier Oracle consultancies. Prior to joining Global Software, he worked for a banking software start up in Raleigh and came from a consulting background in Washington, DC. He graduated with a full scholarship from Georgetown University with a BS in Economics.
Moderated by: Ernie Humphrey, Educational Programs Leader, Proformative
Moderated by: Ernie Humphrey
Educational Programs Leader, Proformative
Ernie currently serves as the CEO of 360 Thought Leadership Consulting. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs. Previously Ernie served as the Vice President, Educational & Marketing Programs for Proformative. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive experience in the areas of educational program development and execution, online marketing, website content management, international cash management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University.

Sponsor

Event Sponsor Global Software Incorporated
Global Software Incorporated - Global Software, Inc. is the No.1 worldwide provider of live Microsoft® Excel-based reporting solutions for use with over 40+ ERP systems including SAP®, Oracle, JD Edwards and Microsoft Dynamics. Global’s Spreadsheet Automation Suite is comprised of the flagship Spreadsheet Server, Powered by the QueryExchange, Enterprise Budgeting and Distribution Manager. These tools empower reporting end users to enhance their ERP experience, increase the efficiency of their reporting processes, and provide the ability to drill-down to sub ledger detail. Headquartered in the Research Triangle region of North Carolina, Global’s products are used in 50+ countries and support over 5,000 customers and 500,000+ users worldwide.

Certification is not required to get started, but please let us know which certifications you have.

By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Specialized Knowledge
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
  • Information
    cpe/qas logo
    Proformative is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
    NASBA – Sponsor Number: 109504
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Specialized Knowledge
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Information
    Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD credit.
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Specialized Knowledge
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits