How well do you know PivotTables?

BY J. CARLTON COLLINS, CPA

Q: I was recently asked by a large client if I considered myself an Excel PivotTable expert, and I wasn’t sure how to respond. I have used PivotTables extensively, but by definition, it is difficult for anyone to know what they don’t know—if that comment makes sense. Is there some way for me to self-assess my PivotTable skills?

A: I am not aware of any official PivotTable accreditations, but just for you, I created the questionnaire in Exhibit 1 to help assess your knowledge of Excel PivotTables.

Scoring. If you answered “Yes” to 15 or more questions, I would label you a PivotTable Expert; 10 to 14 “Yes” responses would qualify you as an Advanced PivotTable User; and five to nine “Yes” responses would position you as an Intermediate PivotTable User. Please keep in mind that this test is not official; it’s just my opinion.

J. Carlton Collins ( carlton@asaresearch.com ) is a technology consultant, CPE instructor, and a JofA contributing editor.

Note: Instructions for Microsoft Office in “Technology Q&A” refer to the 2013, 2010, and 2007 versions, unless otherwise specified.

Submit a question
Do you have technology questions for this column? Or, after reading an answer, do you have a better solution? Send them to jofatech@aicpa.org. We regret being unable to individually answer all submitted questions.

SPONSORED REPORT

Taking stock of artificial intelligence

Artificial intelligence is either the greatest thing to ever happen to human work or the dread of our existence. This independently written report explores how AI will reshape the workplace and how analytically minded individuals can stand out.

PODCAST

How tax reform will impact individual taxpayers

Amy Wang, a CPA who is a senior technical manager for tax advocacy at the AICPA, answers to some of the most common questions on how the new tax reform law will impact individual taxpayers.