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

6 key areas of change for accountants and auditors

New accounting standards on revenue recognition, leases, and credit losses present implementation challenges. This independently-written report identifies the hurdles that accounting professionals face and provides tips for overcoming the challenges.

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.